Single Sign-On (SSO)
Requires the “Single Sign-On (SSO)” permission. See Users.
A single sign-on (SSO) is an authentication process that allows users to access multiple applications with one set of credentials. You can configure enterprise single-sign-on (SSO) to be used for 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.
To get to the Single Sign-On (SSO) section, go to Maintenance > Single Sign-On (SSO).
Field Name | Description |
|---|---|
Domain | The SSO domain. |
SSO Provider | Name of the SSO provider. |
Entity ID (URL) | Entity ID URL. |
SSO Login URL | SSO login URL. |
Certificate | Filename of uploaded certificate. |
Template ID | ID and name of the internet user template. |
How to Create a New Single Sign-On (SSO)
Go to Maintenance > Single Sign-On (SSO).
Click the + button in the top right.
New SSO users will have a new internet user record created for them automatically upon their first login with SSO. You will need to set the Internet User Template to have the “Approved” checkbox enabled and a “Primary Customer” set to enable the new SSO internet user records. See https://cxtsoftware.atlassian.net/wiki/spaces/CXTsupport/pages/2604433409.
How to Edit a Single Sign-On (SSO)
Go to Maintenance > Single Sign-On (SSO).
Click the SSO you would like to edit or click the action menu at the end of the row and select Edit.
How to Delete a Single Sign-On (SSO)
Go to Maintenance > Single Sign-On (SSO).
Check the checkbox of the SSO(s) you would like to delete.
Click the delete button in the top right.
Centralized SSO Config
Click the Centralized SSO Config icon to view or edit the information you need to submit to any new SSO identity provider.
SSO Form
Field Name | Description |
|---|---|
ID | Read only. Automatically assigned ID for the SSO. |
SSO Provider Name | Name of the SSO provider. |
SSO Domain | The SSO domain. |
Entity ID (URL) | Entity ID URL. |
SSO Login URL | SSO login URL. |
Internet User Template ID | ID and name of the internet user template. |
Certificate | Filename of uploaded certificate. |
Attachment | Filename of uploaded certificate(s). |