Single Sign On (SSO) Setup Guide

What is SSO?

SSO, or Single Sign On, is a convenient authentication method where each user utilises one set of login credentials to access various applications within an organisation.

This eliminates the need for users to remember multiple passwords for each application they use.

To enhance security, an extra layer known as "Two Factor Authentication" (2FA) is often implemented.

How to setup SSO

Please note that this guide is for the client's IT team. Please forward this article to the relevant person in your organisation to review.

We can support SAML or OIDC - OIDC is preferred.
Important - if you intend on using the Tractivity Outlook Add-In, then you must use OIDC because the Add-In doesn't support SAML.
When using OIDC this is secured using a Secret as opposed to a certificate.
A user with access to the System Admin section of Tractivity can setup SSO by following these steps:
- Log in as a system admin
- Follow the 'System Admin' link (towards top-right of the window), which will take you to the 'System Admin: View Client' page.
- Choose a Project from the projects tab in the middle of the screen and click on a project.
- On the left hand menu click on the 'SSO - Identity Providers' link which will take you to the 'System Admin: Manage Identity Providers' page.
- On the left hand menu click on the 'Add Identity Provider' link, which will open a popup.
  - In the popup choose the standard (SAML or OIDC) and click the Add button, this will take you to the 'System Admin: Add Identity Provider' page.
- Complete the form and Save the identity provider
- Contact Tractivity at support@tractivity.co.uk asking them to restart the Tractivity application - your new identity provider will only be available after the restart has occurred