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How to: Enable SSO for Your Team

Written by Brittney Moseley
Updated over a month ago

Overview

Single sign‑on (SSO) lets your users log in to SalesScreen using the same account they already use elsewhere (for example Microsoft or Google).
Admins turn SSO on per provider. Users then log in as normal with no extra setup.

1. Which SSO providers are supported?

You can see the full list directly in SalesScreen.

  1. Sign in to SalesScreen as an admin.

  2. Go to Manage > Settings > Security.

  3. Under Security, look at the Single sign‑on section – each row is one SSO provider you can enable.

Examples of providers you may see:

  • Google

  • Microsoft

  • Salesforce

  • Auth0

  • Okta

  • OneLogin


2. Is SSO enabled for all accounts by default?

No.
SSO must be turned on by an account admin for each provider your team should use.

We strongly recommend that every customer has at least one SSO provider enabled so users have a simple, secure way to sign in.


3. What does a user need to do to sign in with SSO?

Nothing special.

  • The user simply chooses their SSO provider on the login page (for example “Sign in with Microsoft”).

  • SalesScreen will match the email address from the provider with the user’s email in SalesScreen.

For SSO to work:

  • The email in the SSO provider must be the same as the email in SalesScreen.

  • If the emails do not match, the SSO login will fail.

Apart from that email match, no extra setup is needed for normal users.


4. What happens if the user picks a provider that is not enabled?

If a user tries to log in with an SSO provider that is not enabled for your SalesScreen account:

  • The login will not work.

  • The user will see an error message saying that the sign‑in failed.

To fix this, an admin must enable that provider under Manage > Settings > Security.


5. What does “Force login with SSO” mean?

Force login with SSO means:

  • Users must sign in using one of the enabled SSO providers.

  • Normal email + password login is no longer allowed.

Rules:

  • You cannot turn on “Force login with SSO” if all providers are disabled.

  • At least one SSO provider must be enabled first (for example Microsoft or Google).


6. Managing users with Microsoft Entra ID (formerly Azure AD)

When you use SSO with Microsoft Entra ID, you manage access through an Entra ID group that is connected to SalesScreen.

  • Add a user

    • Add the person to the linked Microsoft Entra ID group.

    • They will get access to SalesScreen and can sign in with Microsoft SSO.

  • Disable a user

    • Remove the person from that Entra ID group.

    • They will lose access to SalesScreen.

  • Replace one user with another (licenses)

    • Members of the Entra ID group = licenses in your SalesScreen subscription.

    • You can remove one member and add a new one without buying extra licenses.

In short:

  • Add to the group → user gets access and uses one license.

  • Remove from the group → user loses access and frees up that license.

Bookmark SSO Login Links

By bookmarking one of the links below, you will be signed in directly without having to click anything.

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