Onboarding Users With Single Sign-On

If you enable single sign-on (SSO) on your license, you have multiple options when it comes to onboarding new users.

Onboarding Viewers to Private Sites With SSO

If you have a private site on Central and want to onboard users with the viewer status so they can simply view your output, you have a couple of options when SSO is enabled on the license.

  • Option 1 If the users are already added to your identity provider (IdP) through your IT department, you can simply provide all of those users with a link to the private output. This automatically creates a viewer seat type for each person who is not already part of the Central license, and it associates them with the default team(s) you choose. See Creating Viewer Users On Demand.

  • Option 2 You can use the traditional invitation method via the wizard in Central. This can require more effort because you need to enter the information for each user or link to a CSV file that you've prepared in advance. When users click the link in the email they receive, they can log in using SSO. See Inviting Users.

Onboarding Authors or Subject Matter Experts With SSO

When onboarding authors or subject matter experts (SMEs) to a Central license enabled with SSO, you also have a couple of options.

  • Option 1 If you have private output and the users are already added to the IdP, you can provide them with a link to that output, just as you would for viewers (see Creating Viewer Users On Demand). However, since this automatically creates a viewer (rather than author or SME) seat type for each person, you would then need to manually change the status to either author or SME for each user in Central after the fact. This can be done by opening the Users page and clicking the Seat Type for each user and switching it to another. After this, you could also set permissions for users who are changed to authors (see Setting User Permissions).

  • Option 2 You can use the invite user wizard in Central, just as you can for viewers. When users click the link in the email they receive, they can log in using SSO. The advantage of using this option is that you can set permissions for authors at the same time that you invite them to the license. See Inviting Users.