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User Guide › Users & security

Set up single sign-on (SAML or OIDC)

Let your team sign in with Microsoft Entra ID, Google Workspace, Okta or another identity provider, and enforce it with a break-glass admin.

For: Workspace admins (Enterprise add-on)

Steps

  1. 1Open Settings → Single sign-on, choose your provider and the protocol (SAML 2.0 or OpenID Connect).
  2. 2Copy our details into your identity provider: for SAML the entity ID and the Assertion Consumer Service URL, for OpenID Connect the redirect URI.
  3. 3Bring your provider's details back: a SAML metadata URL or file (or the entity ID, sign-in URL and certificate), or the OIDC issuer, client ID and client secret. Select Save identity provider.
  4. 4Under Verified domains, add your email domain, publish the TXT record shown at your DNS provider, then select Verify.
  5. 5Select Test sign-in and sign in with your own account. The result screen shows what the provider sent and what would happen on a real sign-in.
  6. 6Select Turn on. The sign-in page now shows Sign in with single sign-on.
  7. 7Optional: under Enforce single sign-on, choose a break-glass administrator (needs a password and an authenticator app), tick Enforce single sign-on and save.

Good to know

  • Just-in-time provisioning creates people on their first sign-in, only for verified domains and only while seats are free. Admins are alerted when the seat limit is reached.
  • Group claims use the same group mappings as SCIM, so a group can set role, team and seats.
  • While enforced, password, email link, passkey and social sign-in are hidden. The break-glass admin signs in from the Break-glass admin sign-in link with a password and an authenticator code; every use is audited and the other admins are told.
  • Rotating the IdP certificate? Add the new certificate (or save the metadata URL again) before your provider switches.

Related guides

  • See your workspace at a glanceSettings opens on the admin overview: what is left to set up, anything that needs attention, seats in use and AI usage.
  • Set up your organisationCompany details, logo, default language, time zone and financial year — used across the app, the customer portal, emails and PDFs.
  • Arrange account and contact formsGroup fields into sections, put them in the order your team works, hide what you don't use, and turn industry and tier into pick lists.
  • Choose how record numbers lookSet the prefix, whether the year is included, and how many digits case, lead, deal, quotation, order, invoice and receipt numbers have.

Still need help? Contact support

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