This is an Enterprise feature, contact sales@botdoc.io for more details.
Single Sign-On (or SSO) allows a business and its employees to log in to various web applications without the need for multiple usernames and passwords. SSO for Botdoc is facilitated by Auth0.
There are two ways to configure SSO when it has been enabled for your Organization.
First, select the “My Organization” tab on your left-hand menu. Once there you can scroll to the “SSO Configuration” box and select your desired method.
There is a SAML configuration and an OpenID configuration.
In this tutorial, we will cover up How to Set up the SSO Connection for Your Organization. If you need more information about how to get the configuration data from your identity provider, check out the following articles:
OpenID:
SAML:
When your configuration is set as desired, be sure to check the box “Activate Configuration” and then click “Save SSO Configuration”.
Then, once you saved the SSO Configuration, you will need to click “Create Connection“ to complete the SSO Configuration.
After creating the connection, you will be able to see the SSO Connection Details, and Update or Delete the connection.
⚠️ REMEMBER: It is necessary to click “Save SSO Configuration“ before click “Create Connection” or “Update Connection” in order to update the connection settings values.