Integrate Outreach with Conditional Access

In this topic, you will find general instructions on how to integrate Outreach with Portnox™ Conditional Access for Applications.

Create a Portnox Cloud application configuration

In this step, you will create a configuration in Portnox Cloud that will contain all the information necessary to integrate with Outreach.

  1. In a new tab of your browser, open your Portnox Cloud account by accessing the following URL: https://clear.portnox.com/

    From now on, we will call this tab the Portnox tab.

  2. In the Cloud portal top menu, click on the Applications option.

  3. On the Applications screen, click on the Add application button, and select the Add new SAML application option.

  4. Optional: If you have more than one SAML identity provider configured, select the identity provider in the Select an identity provider to use for this application section.
  5. In the Application details section, enter an Application name and optionally a Description.

    In this example, we used the name Outreach for the new application configuration but you can use any name you like.

  6. Keep this browser tab open. You will need it later.

Open your Outreach Single Sign On settings

In this section, you will access your Outreach administrative interface and find the Single Sign On (SSO) settings.

  1. In another tab of your browser, open your Outreach admin interface on the Organization page by accessing the following URL: https://web.outreach.io/admin-exp/org/general.

    From now on, we will call this tab the Outreach tab.

  2. Scroll down to find the Users and access section, and then click on the Edit button under the Sign-in and password options heading.

    The next settings page will open in a new tab in your browser. From now on, we will call that tab the Outreach tab.

  3. In the Settings pane, click on the Single Sign On button.

  4. In the SSO Settings pane, click on the Add Identity Provider button.

  5. In the Add Identity Provider pane, in the Name field, enter a name for this configuration.

    In this example, we used the name Portnox Conditional Access but you can use any name you like.

Copy configuration values from the Portnox tab to the Outreach tab

In this section, you will copy the values displayed by Portnox Cloud and paste them in the relevant fields in the Outreach SSO settings section.

  1. In the Portnox tab, in the Service details section, click on the  ⧉  icon next to the Sign-In URL / SSO URL field to copy the value.

  2. In the Outreach tab, click on the empty field under the SIGN IN URL label and paste the value copied from Portnox Cloud.

  3. In the Portnox tab, in the Service details section, click on the  ⧉  icon next to the Identity Provider Entity ID / Audience URI field to copy the value.

  4. In the Outreach tab, click on the empty field under the ISSUER (IDENTITY PROVIDER ENTITY ID) label and paste the value copied from Portnox Cloud.

  5. In the Portnox tab, in the Certificates > Signing certificates section, click on the  ⋮  icon next to the Active certificate and select the Download certificate option to download the certificate to the local drive.

  6. In the Outreach tab, click on the Choose File button under the CERTIFICATE heading, and upload the downloaded certificate file.

Copy configuration values from the Outreach tab to the Portnox tab

In this section, you will copy the values displayed in your Outreach SSO settings section, and paste them in the relevant fields in Portnox Cloud.

  1. In the Outreach tab, in the SETUP INFO section, select the value to the right of the Assertion Consumer Service (ACS) URL heading and use your operating system’s copy shortcut to copy the value to the clipboard.

  2. In the Portnox tab, in the Application properties section, click on the empty field under the Assertion Consumer Service (ACS) URL / Reply URL heading and paste the value copied from Outreach.

  3. In the Outreach tab, in the SETUP INFO section, select the value to the right of the Service Provider Entity ID / Audience URI heading and use your operating system’s copy shortcut to copy the value to the clipboard.

  4. In the Portnox tab, in the Application properties section, click on the empty field under the Entity ID / Service Provider Entity URL heading and paste the value copied from Outreach.

Finalize the configuration

In this section, you will finalize the configuration in Portnox Cloud and Outreach.

  1. Finalize the configuration in the Portnox tab.
    1. Optional: In the POLICY ASSIGNMENTS section, change the setting to Application-based and then select an access control policy and a risk assessment policy if you want to control access to this application without using groups.
    2. Scroll all the way down to the end of the page, and then click on the Save button.

  2. Finalize the configuration in the Outreach tab.
    1. Click on the Save button.

      Note: Before clicking on the Finish button, you can optionally test your configuration by clicking on the Test button.
    2. In the SSO Settings pane, activate the Enable checkbox, and then click on the Save button.

Result: You have configured Outreach to be accessible using Portnox Conditional Access for Applications.