Role mapping

When you configure your Devo domain to use the SAML or OpenID authentication methods, you can authorize roles created in those services by mapping them to Devo roles defined in your domain. You can map multiple Devo roles to a single user role defined in your external authentication service.

You can access the Role mapping area in Administration → Roles → IDP role mapping. The screen is divided in two different areas: the external roles defined are shown in the left part, and the right part shows all the Devo roles available in your domain. Learn below how to map and edit them.

Define a new external role

1. First, define the required roles in your IDP. The process is different according to the IDP you use, so please check its product documentation.
2. In Devo, go to Administration → Roles → IDP role mapping. 

3. Click Create in the External roles area. Here's is where you have to define the roles you created in your IDP and want to map with existing roles in your Devo domain. You must enter the following information:

   External group/role	Enter the name of the group/role created in your SAML or OpenID account. Note that the name must be exactly the same for the process to work.
   Description	Enter an optional description of the role created.
   Choose the authentication methods	You must choose the IDP where you defined the role to be mapped in Devo (SAML, OpenID or both). Choosing at least one is mandatory. Note that the authentication method must be activated in your Devo domain to appear on this list.
   Select the Devo roles to map to this external role	Choose the Devo role(s) to which you want to map the external role from the available ones in your domain. You can finish this process without selecting any Devo role and choose them later in the Devo roles area.

4. Click Apply.

The newly created role will appear in the External roles area.

Manage your external roles

You can easily edit and delete external roles created in your domain in the External roles area. Any time you perform any modification, you must click the Save changes button before leaving the area.

Edit an external role

To edit the name and description of an external role defined in your domain, hover over them and click the pencil icon that appears.

Delete an external role

To delete an external role, check the box next to it and click the X icon that appears at the top of the roles. To delete all your roles at once, check the box next to the search box and click the X icon.

Edit the Devo roles mapped to an external role

The Devo roles linked to a defined external role appear listed under the name and description of the external role. To unlink them from the external role, simply click the X icon next to each of them. Click the X at the right end of the dropdown box to delete all the roles assigned.

To add new Devo roles to an external role, you can open the dropdown list in the external role and select the Devo roles you want to add from the available ones.

You can also add Devo roles to a set of external roles or to all of them at once by checking the corresponding boxes and clicking this icon . 

Edit the external roles mapped to a Devo role

The roles available in your Devo domain appear at the right side of the screen, in the Devo roles area. Click this icon  next to the roles to see the external roles linked to it.  To unlink them from the Devo role, simply click the X icon next to each of them. Click the X at the right end of the dropdown box to delete all the roles assigned.

To add new external roles to a Devo role, click the icon , open the dropdown list in the Devo role and select the external roles you want to add from the available ones.