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,

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.
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
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
Click Save.

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

Freshsales Guide

Accelerate your revenue with context-driven sales. Personalize engagement, shorten your sales cycle, and grow your business with Freshsales.

Create and manage Contacts and Accounts and understand how to track the entire lifecycle of your contact

Create multiple sales pipelines to replicate your business process. Create, track and manage deals with tasks, appointments and more.

Configure positive and negative signals that train Freddy to identify sales-ready contacts from your CRM

Configuring secure access to your web application with SSO, and customize the CRM to suit your brand theme.

Create new modules with unique icons and customized fields to capture additional information specific to your business process.

Configure and manage email functionality suited for sales reps. Create templates, set email limits and more.

Create and run sales sequences that are triggered based on field conditions and actions performed by contacts.

Customize your phone number, assign numbers to your team, create call queues and more.

Configure a chat widget to engage with website visitors and assign agents to handle inquiries and grievances.

Integrate with popular business apps such as Quickbooks, Xero and simplify your business tasks.

Configure the CRM as a user and personalize it to match your language, email, timezone, email signature and notification preferences.

Build company-branded documents using a built -in template editor to send accurate quotes to contacts.