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Configuring Multiple SSO Providers

Intapp Properties supports configuring multiple SAML 2.0 based Single Sign On (SSO) providers including Okta, Microsoft, and more


💡Things to Consider

TermSheet Excel Add In and TermSheet Outlook Add In are not currently supported by Multiple SSO. 

 

⚙️Steps

  1. Head to Settings > User Management > SAML/SSO
  2. Click the "+ Add Provider" button in the top right corner
  3. Enter your Provider Name, Identity Provider ID, Login URL, and Base64 Public Certificate
    1. Leave the SP Entity ID and "Active" check box empty for now. An SP Entity ID will be generated after saving.
  4. Select a Default Role and Default Team for new users signing in via SSO
    multiple-sso-setup
  5. Click Save

  6. Click the three dots ( ⋯ ) on the right of the SSO configuration you just made and copy the generated SP Entity ID to add to your SSO provider's configuration
  7. Check the "Active" box to turn SSO on for your workspace and click Save
    multiple-sso-sp-id

To disable login via username/password, select the "Required" checkbox in Settings > General. This will force users to login via SSO only.

multiple-sso-required