Note: SAML authentication is available on the web browser, desktop app, and mobile app.
Note: Prior configuration in Money Forward is required.
Note: For the latest setup instructions, please refer to the manual provided by Money Forward. About SSO Feature Settings
TrustLogin Admin Page Settings
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Log in to TrustLogin, open the "Admin Page > App" menu, and click the "Register App" button at the top right of the screen.
- Search on the "Register Corporate App" screen and select "Money Forward (SAML)".
- Download the metadata using "Download Metadata" under "Identity Provider Information". (You will need this later when configuring the Money Forward side.)
Now, switch to configuring the Money Forward side.
Do not click the "Register" button yet — open the Money Forward Admin Page in a separate tab.
Money Forward Settings
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Follow the domain setup instructions to configure your domain.
- Log in to the administrator console, open "SSO", and note down the information listed under "Entity ID", "Assertion Consumer Service URL", and "SSO URL".
- Upload the metadata you downloaded from TrustLogin.
Now, return to the TrustLogin settings again.
TrustLogin Admin Page Settings
- Register the information you noted down from Money Forward into each field under "Service Provider Settings", as follows.
Money Forward TrustLogin Entity ID Entity ID Assertion Consumer Service URL ACS URL for Service SSO URL Login URL
- Click the "Register" button to save.
TrustLogin User Settings
① When a user adds the app from My Page
- Click the "Add App" button on "My Page".
- On the "Register App" screen, select "Money Forward (SAML)" and click the "Next" button at the top right of the screen.
- If you want to change the "Display Name", enter it, then click the "Register" button.
- Click the app on "My Page" or in the "browser extension" and check that login succeeds.
②When an administrator adds members
- Search for and click the "Money Forward (SAML)" app in the "Admin Page > App" menu.
- Click "Add Member", select the user to add from the member list, and click the "Register" button to add them.
Money Forward Settings (Enabling Account Control for Users)
- Open "Users" and select "Enable Account Control" from the pulldown menu at the top right.
- Check the box for the relevant user and click "Enable".
- "Enabled" will be displayed in the account control field for the relevant user, and single sign-on will be enabled.