How to set up Single Sign-On?

Using Single Sign-On (SSO), users can access multiple accounts in the Organization with the same set of credentials

To set up Single Sign-On,

  • Go to the Profile icon > Edit
  • In the Organization dashboard enable the Single Sign-on toggle
  • Choose from the login methods below:
  1. SAML SSO - Connect to a SAML-based identity provider Okta, Onelogin for Single Sign-on.Copy the Assertion Consumer Service (ACS) URL and the Service Provider(SP) Entity ID.Enter the Entity ID provided by your identity provider.Enter the SAML SSO URL.Choose the signing options - Signed assertions and signed. response/Only signed assertions/Only signed response.Optionally provide the logout URL to which the users will be sent when they log out.Copy-paste the SAML certificate provided by your SAML Provider. This will be used for encryption/validation of assertions between your Identity Provider and Freshworks.
  2. OAuth 2.0 - Industry standard protocol for authorization, commonly used as a way for Internet users to grant websites or applications access without giving them passwords.Copy the Redirect URL that the user will be redirected to once the authentication is successfulEnter the Client ID and Client secret provided by your identity providerDefine the level of access for the access tokenEnter the Authorization and Access token URLsEnter the logout and user info URL
  3. Open ID Connect - Open ID Connect (OIDC) is an authentication layer on top of OAuth 2.0Copy the Redirect URL that the user will be redirected to once the authentication is successfulEnter the Client ID and Client secret provided by your identity providerDefine the level of access for the access tokenEnter the logout URLEnter the Authorization and Access token URLs
  4. Click Save.

Note: Click here to read more on Single Sign-On  

All-in-One Sales Automation with Freshsales

Freshsales is a comprehensive sales force automation platform designed to empower sales teams. It offers all the essential tools needed to attract and engage high-quality leads.

Freshsales Feature Directory

1. Optimize Freshsales for Growth

Streamline your sales process and scale business success with Freshsales CRM.

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2. Social Media Sales Strategy

Use Freshsales insights to convert your social followers into paying customers.

πŸ‘‰ Boost Sales with Social Insights

3. Freshsales Promotions Advantage

Launch and track promotions that drive conversions using Freshsales.

πŸ‘‰ Run Smarter Campaigns

4. Freshdesk + Freshsales Integration

Unify support and sales with easy app integrations.

πŸ‘‰ Connect Your Tools

5. Import Contacts to CRM

Bring in your existing contacts without hassle or data loss.

πŸ‘‰ Start Contact Import

6. Manage Multiple Emails per Contact

Handle leads with multiple emails effectively in Freshsales.

πŸ‘‰ Enhance Contact Profiles

7. Assign Contacts Seamlessly

Route leads to the right reps automatically.

πŸ‘‰ Assign Contacts Now

8. Lifecycle Stage Management

Track contact progression to boost conversion rates.

πŸ‘‰ Manage Stages Efficiently

9. Try Freshchat Free

Engage visitors with real-time support and chat tools.

πŸ‘‰ Enable Live Chat

10. Lead Scoring Simplified

Identify and prioritize high-value leads instantly.

πŸ‘‰ Score Your Leads

11. Customize the Freshsales UI

Tailor the CRM interface to match your team’s workflow.

πŸ‘‰ Personalize Your CRM

12. Capture Website Visitors

Convert more visitors with smart data capture tools.

πŸ‘‰ Increase Website Conversions

13. Custom Contact Fields

Create unique contact fields to fit your business needs.

πŸ‘‰ Add Custom Fields

14. Freshsales Automation Tools

Automate repetitive tasks and increase productivity.

πŸ‘‰ Set Up Automation

15. Google Calendar Sync

Sync your schedule seamlessly across platforms.

πŸ‘‰ Connect Your Calendar

16. Add & Use Contacts Easily

Quickly create, view, and manage your contacts.

πŸ‘‰ Manage Contacts Now

17. Buy Phone Numbers via CRM

Access local and toll-free numbers within Freshsales.

πŸ‘‰ Get Numbers Today

18. Merge Duplicate Contacts

Keep your CRM clean by removing contact duplicates.

πŸ‘‰ Merge Contacts

19. Clone Contacts in Clicks

Speed up data entry by cloning existing contact records.

πŸ‘‰ Clone a Contact

20. Master Record Management

Organize all CRM records for better team collaboration.

πŸ‘‰ Manage Records

21. Clone Custom Modules

Duplicate complex custom records with ease.

πŸ‘‰ Simplify Record Creation

22. Sales Sequences & Follow-Ups

Set automated email sequences that convert leads.

πŸ‘‰ Start a Sequence

23. Deal Pipeline Tools

Visualize and manage your sales funnel better.

πŸ‘‰ Track Deals Now

24. Prospecting with Freshsales

Find and engage ideal leads with built-in tools.

πŸ‘‰ Prospect Smarter

25. Organization Settings & SSO

Improve login security and ease with SSO configuration.

πŸ‘‰ Secure Your CRM

26. Track Sales Emails

Know when prospects open and engage with your messages.

πŸ‘‰ Monitor Email Engagement

27. Bulk Actions for Efficiency

Update or manage contacts in bulkβ€”no manual work.

πŸ‘‰ Use Bulk Actions

28. Quote & Pricing Configuration

Align your sales quotes and documents with CRM deals.

πŸ‘‰ Configure CPQ Tools

29. Explore All Freshsales Features

Get the most from Freshsales with FGRADE’s expert resources.

πŸ‘‰ Explore Freshsales Now

Empower Your Business with Cutting-Edge Solutions Smart B2B solutions for your business

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