Requires the “Single Sign-On (SSO)” permission. See Users.
Enterprise single sign-on (SSO) can be set up for your clients to use their company’s SSO when logging into the Client Portal.
Quick Tips:
Some SSO providers do not allow for users to be logged in from multiple locations.
SSO email login is not case sensitive.
Instructions
If the email address for a new SSO user is already associated with an existing internet user record, you will need to update the existing record with a different email or delete the record.
Create an Internet User Template
This will be the template that will be used to create internet user records for new SSO users upon their first login with SSO.
Go to Maintenance > Internet Users.
Click the + button in the top right.
Fill out the default internet user information you would like to use for the SSO users, making sure of the following:
Check the Approved checkbox.
Select a Primary Customer that you would like to be used for all new internet user accounts created for the associated Enterprise SSO configuration.. This cannot be changed while the Save As Template checkbox is checked.
Check the Save As Template checkbox.
See Internet Users.
Submit Information to SSO Provider
Submit information to a new SSO identity provider. From the Single Sign-On (SSO) section, click the Centralized SSO Config icon to view the information.
Configure SSO
Go to Maintenance > Single Sign-On (SSO).
Click the + button in the top right.
It can take up to 5 minutes for newly added configs to take effect.