Files
sencho/docs/tutorials/set-up-sso.mdx
T
Anso 7cd42699d1 fix(sso): preserve admin-assigned roles across SSO sign-in (#1862)
* fix(sso): preserve admin-assigned roles across SSO sign-in

An SSO/OIDC/LDAP user's role was overwritten by the IdP-derived role on
every sign-in, so a role an admin assigned in Settings > Users reverted to
the provider default on the next login. Gate role re-sync behind an opt-in
sso_role_sync setting (default off), so manual role edits persist unless the
operator explicitly enables IdP-authoritative sync. Email continues to sync
unconditionally.

Adds human-session-only GET/PUT /api/sso/config/role-sync endpoints with a
hub-side API-token rejection in the remote proxy, a frontend toggle, a
regenerated SSO settings screenshot, and matching docs.

Closes #1851

* fix(sso): satisfy CodeQL on role-sync log and test token hashing

Route three inline API-token creation blocks through the shared
createTestApiToken helper so the sha256 hashing lives in one place, and
log the role-sync toggle as a word instead of a raw boolean. No behavior
change; resolves the CodeQL js/insecure-hashing and log-injection alerts.

* fix(sso): harden role-sync gate, name the toggle, fix screenshot

Addresses pre-merge review findings on the SSO role-sync feature:
- Make the hub-side SSO config authz guard case-insensitive to match
  Express routing semantics, closing a case-variant API-token bypass.
- Give the IdP role-sync switch an accessible name.
- Capture the SSO settings screenshot at desktop size with the scroll
  area expanded so the role-sync control is fully visible.
2026-08-28 09:26:22 -04:00

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8.7 KiB
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---
title: Set Up SSO with Custom OIDC
sidebarTitle: Set up SSO
description: Connect Sencho to your identity provider so your team signs in with credentials they already have, verified with a real end-to-end login.
---
Say your team already authenticates against a self-hosted identity provider, such as Keycloak, Authentik, or Authelia, and you'd rather they sign in to Sencho the same way than maintain a second password. This walks through registering Sencho as an OAuth client in that provider, wiring up Sencho's **Custom OIDC** provider to point at it, and confirming a real sign-in works end to end, using Keycloak as the worked example.
By the end, a **Sign in with your identity provider** button appears on the Sencho login page, and signing in through it auto-provisions a new Sencho account with the role you configured.
This tutorial covers **Custom OIDC** on Community, connected to a self-hosted provider. It does not cover the built-in **Google**, **GitHub**, or **Okta** presets (the same Sencho-side steps apply, with fewer fields to fill in), **LDAP / Active Directory** (Admiral only), **SSO only** mode, or mapping identity-provider groups to the Sencho Admin role. See the [SSO & LDAP Authentication](/features/sso) feature page for all of those, plus setup notes for other self-hosted providers.
## Prerequisites
- An **admin** account on the Sencho instance. Configuring SSO providers requires admin, on every tier.
- An OIDC-compliant identity provider already running, with access to register a new OAuth client on it. This tutorial uses Keycloak; the Sencho-side steps are identical for Authentik, Authelia, or any other spec-compliant provider.
- The identity provider must be reachable from Sencho over **HTTPS with a valid certificate**. A local dev instance behind plain HTTP, or a self-signed certificate Sencho doesn't trust, will not work.
<Warning>
Sencho's OIDC discovery step rejects a plain `http://` Issuer URL outright, even for a same-host or `localhost` identity provider. If you're self-hosting your identity provider for the first time, put it behind a reverse proxy with a real certificate (Caddy with automatic HTTPS, or Traefik with Let's Encrypt) before starting this tutorial.
</Warning>
<Steps>
<Step title="Register Sencho as a client in your identity provider">
In Keycloak, open **Clients → Create client**. Set **Client ID** to `sencho`, leave **Client type** as **OpenID Connect**, and click **Next**. On the **Capability config** step, turn **Client authentication** on (this makes it a confidential client with a secret, which the form in the next step expects) and click **Next**. On **Login settings**, set **Valid redirect URIs** to your Sencho URL plus the callback path Sencho's SSO page displays at the bottom of the provider list:
```
https://<your-sencho-url>/api/auth/sso/oidc/oidc_custom/callback
```
Click **Save**. Open the new client's **Credentials** tab and copy the **Client secret**; you'll paste it into Sencho in the next step.
</Step>
<Step title="Open Custom OIDC in Sencho and fill in the provider">
In Sencho, click your avatar, choose **Settings**, then under **Access** pick **SSO**. Click the **Custom OIDC** card to expand it.
Fill in:
- **Display Name**: the label shown on the login button, for example `Corporate SSO`.
- **Issuer URL**: your identity provider's realm URL, without the `/.well-known/openid-configuration` suffix. For Keycloak this is `https://<your-idp-url>/realms/<realm-name>`.
- **Client ID**: `sencho`, matching what you set in step 1.
- **Client Secret**: the secret you copied from the Credentials tab.
- **Default Role**: leave as **Viewer**. This is the role a new SSO user gets unless they match the optional Admin Claim mapping (not covered here; see the feature page for group-based role mapping).
Leave **Admin Claim**, **Scopes**, and the claim-mapping fields blank; they fall back to sensible OIDC defaults for a standard Keycloak realm.
<Frame>
<img src="/images/tutorials/set-up-sso/custom-oidc-filled.png" alt="The Custom OIDC card expanded and toggled ON, with Display Name 'Corporate SSO', an Issuer URL ending in /realms/master, Client ID 'sencho', a Client Secret entered, and Default Role set to Viewer." />
</Frame>
Toggle the card's switch to **ON**, then click **Save**.
</Step>
<Step title="Test the connection">
Click **Test Connection**. Sencho performs live OIDC discovery against your Issuer URL and reports success or failure next to the button within a few seconds, before you attempt a real sign-in.
<Frame>
<img src="/images/tutorials/set-up-sso/test-connection-success.png" alt="The Custom OIDC card after clicking Test Connection, showing a green checkmark next to the Save and Test Connection buttons." />
</Frame>
A green check confirms Sencho reached the Issuer URL and parsed a valid OIDC discovery document. If it fails, see [If something goes wrong](#if-something-goes-wrong) below before continuing.
</Step>
<Step title="Sign out and sign in through SSO">
Log out of Sencho. The login page now shows your provider's button under **Or continue with**, using the Display Name you set.
<Frame>
<img src="/images/tutorials/set-up-sso/login-page-sso-button.png" alt="The Sencho sign-in page with the normal username and password fields, a divider labeled 'Or continue with', and a Corporate SSO button below it." />
</Frame>
Click it. Sencho redirects you to your identity provider's own login page.
<Frame>
<img src="/images/tutorials/set-up-sso/idp-login-redirect.png" alt="Keycloak's hosted sign-in page, reached by redirect from the Sencho login button, showing Username or email and Password fields." />
</Frame>
Sign in with a directory account that has never logged into Sencho before. On success, the identity provider redirects back and you land on the Sencho dashboard, already signed in.
</Step>
</Steps>
## Verify it worked
Check from two places, since either alone only shows one side of provisioning.
**Your own profile menu.** Click your avatar. It shows the username from your identity provider, a **Viewer** role pill (the Default Role from step 2), and a **Community** tier pill, confirming you're signed in as a newly provisioned account, not your admin session.
<Frame>
<img src="/images/tutorials/set-up-sso/profile-badge-viewer.png" alt="The profile dropdown for the newly signed-in SSO user, showing the username, a Viewer role badge, and a Community tier badge, with Settings, Documentation, Open New Issue, and Log Out below." />
</Frame>
**The admin Users list.** Sign back in as an admin (local password, or an SSO account you've mapped to Admin) and open **Settings → Access → Users**. The new account appears in the table with today's date under **Created** and the same **Viewer** role, confirming the server-side record matches what the user saw.
<Frame>
<img src="/images/tutorials/set-up-sso/users-list-provisioned.png" alt="The Users table under Settings, Access, Users, with a row for the newly auto-provisioned SSO user showing role Viewer and today's date under Created." />
</Frame>
On every later sign-in, this same account is reused. Its email is re-synced from the identity provider. Its role stays whatever is set on the account, so a manual role edit in **Settings · Users** persists. To have the identity provider reapply the role on each login instead, enable **IdP role synchronization** in **Settings · SSO**; then promoting or removing someone from your directory takes effect on their next login.
## If something goes wrong
**Test Connection fails immediately with an HTTPS-related error.** The Issuer URL almost certainly starts with `http://`. Sencho's discovery step requires HTTPS with a certificate it trusts; put a reverse proxy with a valid certificate in front of your identity provider (see the Warning above) and update the Issuer URL, then test again. If the URL is already `https://`, check that it doesn't include the `/.well-known/openid-configuration` suffix and that it exactly matches the `issuer` value your provider's own discovery document reports.
The [SSO troubleshooting section](/features/sso#troubleshooting) covers issuer mismatches, wrong-username-on-first-login, and the redirect URI error message from the identity provider side.
## Related
<CardGroup cols={2}>
<Card title="SSO & LDAP Authentication" icon="key" href="/features/sso">
Every provider (including LDAP), role mapping, SSO-only mode, and full troubleshooting.
</Card>
<Card title="Two-Factor Authentication" icon="shield-check" href="/features/two-factor-authentication">
Require a TOTP code on every SSO sign-in for a stricter posture than SSO alone.
</Card>
</CardGroup>