Skip to main content

How to: Enable SSO for Your Team

Written by Marius Ekerholt

Role
Company Admin
​

Plan
All plans
​

Prerequisites / who this applies to

  • You are logged in as a Company Admin

  • Your SSO/IdP (Google, Microsoft Entra ID, Salesforce, Auth0, Okta, OneLogin, etc.) is already set up on your side

  • The user’s email in the SSO provider must match their email in SalesScreen for SSO to work

Step-by-step instructions

  1. Open Security settings

    • Log in to SalesScreen as a Company Admin.

    • Go to Manage → Settings → Security.

    • [Insert screenshot: Settings → Security page with SSO section visible]

  2. Enable your SSO provider

    • Scroll to the Force login with SSO / SSO providers section.

    • Toggle on the provider you want to use (for example Google, Microsoft, Salesforce, Auth0, Okta, or OneLogin).

    • Users can now choose this SSO button on the login page.

  3. (Optional) Force all users to use SSO

    • Still under Manage → Settings → Security, make sure at least one SSO provider is enabled.

    • Toggle on Force login with SSO to disable email/password login.

  4. (Optional) Manage access via Microsoft Entra ID

    • If you use Microsoft Entra ID (Azure AD), connect a group to SalesScreen (usually done during setup).

    • To add a user, add them to the linked Entra ID group – they’ll automatically get access and use one license.

    • To remove a user, remove them from the group – they’ll lose access and free up a license.

    • To replace a user, remove one member and add another; the license reassigns automatically.

  5. Step 5 – (Optional) Share direct SSO links

    Users can bookmark direct SSO URLs to skip the provider selection step, for example:

    What happens next

    • Users will see the SSO buttons on the login page and can sign in using their existing accounts.

    • If Force login with SSO is enabled, email/password logins are blocked and all access goes through your IdP.

    • When you manage membership in your IdP group (for example Entra ID), access to SalesScreen is granted or removed automatically according to that group.

What if this doesn’t work?

  • The SSO toggle is grayed out
    Only Company Admins can enable SSO. Check your access under Manage → Users → [your name] → Access or ask another admin to update your role.

  • A user gets an error when logging in with SSO
    Make sure the user’s email in the SSO provider exactly matches their email in SalesScreen, and confirm the provider is enabled in Manage → Settings → Security.

  • I turned on “Force login with SSO” but users can still sign in with email/password
    It can take a few minutes to apply. Ask users to log out completely and try again. If it still doesn’t work after ~10 minutes, contact support.

  • A user is in the Entra ID group but still can’t log in
    Check that they exist as a user in SalesScreen and that the Entra ID email matches the SalesScreen email exactly. Create the user in Manage → Users if needed.

Related articles

Did this answer your question?