Setting Up Your Single Sign On (SSO)

This short step by step tutorial for setting up SSO is a useful way to understand what steps are involved.  Click to watch before you get started.

For SSO, once you have activated the SSO application from your portal, please do the following:

1) Add your IT Representative from your Organization to your portal as an Admin. To Add any user, Go to Manage System Settings > Manage User Accounts > Add User > View Role View>Add User to Admin Role.

2) The IT Representative upon logging into their account, they will go to  Manage System Settings on the portal > Manage SSO Settings > Download Meta Data. Note: If you can't access this section, you will need to Activate the SSO app purchase OR contact your Client Success Manager to confirm you have SSO.

3) Follow the prompts on the page. Once you download your Meta Data, your IT will have all data needed to execute SSO within your organization. If you are still experiencing challenges, contact your Client Success Manager.

Your team will set up permissions for who has access to SSO internally. The roles for SSO users can be managed by any Admin on the portal. Please visit Manage System Settings > Manage User Accounts to set up permissions for user accounts. If you want to limit portal access, you can control what they can view under <Role View<Assign Features to this Role

You may download the SSO manual (below) if you prefer to have a document to follow.