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Single Sign-On (SSO) & SAML Setup

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Single Sign-On (SSO) & SAML Setup

Single Sign-On (SSO) & SAML Setup

Understand the account details to review when configuring sign-in for a Workspace.

1. Overview

This article explains single sign-on (sso) & saml setup and the account details you should review before making a change.

Your Dashboard provides a central place to review information for your account and Workspace.

2. Understanding SSO and SAML

The information shown may include:

  • Account details currently associated with you

  • Workspace access related to your account

  • Active security information where available

Review the available details before you continue so the next step is appropriate for your account.

3. Before You Begin

Your Dashboard shows the information relevant to single sign-on (sso) & saml setup.

Before you take action, review the account details that are currently available.

  • Review the available account information before you continue.

  • Some changes may affect:

  • Your sign-in access

Your Workspace information

4. Setting Up Workspace Sign-In

Use Account Settings to review the option available for your account.

Follow these general steps:

  • 1. Open Account Settings from your Dashboard.

  • 2. Review the available information and continue with the relevant action.

Check the confirmation details shown for your account before you finish.

5. Reviewing Configuration Details

The available account information provides context for the selected action.

  • Review the current status and relevant Workspace details.

  • Keep any important account details available for your records.

Use the information in Account Settings rather than relying on assumptions.

6. Member Access

Your account may include information relevant to single sign-on (sso) & saml setup.

  • Depending on your account, review:

  • Current sign-in information

  • Workspace access details

  • Relevant account status

Recent activity where available

  • Keeping these details current helps you review future account changes.

  • Review the available account information before you continue.

  • Security and account information to check

7. Testing Sign-In

Review your account regularly to keep information accurate and access secure.

  • Review the available account information before you continue.

  • Your Dashboard provides a practical reference for account and Workspace information.

  • Use the details shown there when you need to review a change.

  • Review the available account information before you continue.

Keep your account information available when you need to follow up.

8. Managing Changes

Status information may change after an account update or security review.

  • Review your Dashboard for the most current details.

  • Review the available account information before you continue.

Use the information shown for your account before repeating an action.

9. If Setup Is Incomplete

Single Sign-On (SSO) & SAML Setup should be reviewed carefully when access or account information changes.

  • Have this information ready:

  • Your current account details

  • Relevant Workspace information

The available account details are the best starting point when you need help.

10. Key Takeaways
  • Single Sign-On (SSO) & SAML Setup is managed through your Dashboard

  • Review Account Settings before confirming

  • Keep Workspace information current

  • Check account status after a change

  • Use available security details as a reference

On this page

1.

Overview

2.

Understanding SSO and SAML

3.

Before You Begin

4.

Setting Up Workspace Sign-In

5.

Reviewing Configuration Details

6.

Member Access

7.

Testing Sign-In

8.

Managing Changes

9.

10.

Key Takeaways

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