Single Sign On [SSO] Admin Tool

Although Single Sign On [SSO] is a full user-driven application, it may be necessary at times to assist a user by performing some actions in the backend. This can be done using the Single Sign On [SSO] Admin Tool in APPS.

Users should always be encouraged to make any updates to their details within their Single Sign On account themselves as this should be a user-driven process. These updates will then feed in to the Master Data Management platform and thus become available in Contact Management the following day. If for any reason you need to make updates on behalf of a user, this is possible via the SSO Admin Tool, which can be reached via Contact Management or by Single Sign On from the dashboard on the left-hand side in APPS.

Navigate to and update an SSO Account via Single Sign On Admin Tool

1. After logging in to APPS, navigate to the Single Sign On module from the dashboard on the left-hand side and select Production - User Management.
2. You will be directed to the User Management page. Search for an SSO Account using SSO ID, Email, Forename, Surname or the SystemRef of a Linked Account. Click Search.
3. The search will return all SSO Accounts matching your search criteria. Click on the SSO ID to view the SSO Account.
4. Here you will see the full details of the SSO Account including Account Profile, Social Accounts, Linked Accounts, Customer Claims and Communications Permissions.
5. Amend any Profile criteria that you want to update, then click Save.
6. This update will show immediately within the user's profile in their SSO Account.

Navigate to an SSO Account via Contact Management

1. For Contact Records that have a Single Sign On account, SSO will appear in the Source System Name when searching for a Contact Record in Contact Management. If you click onto a row displaying SSO as the Source System Name, the option to Update SSO ID XXXXX will appear alongside the two options available for all SystemRefs: View details & update GroupID XXXXX and Group. Click Update SSO ID XXXXX to be directed to the SSO Admin tool.
2. Here you will see the SSO Admin page displaying this Contact Record's SSO Account details, including any Linked Accounts.

Change Email

A user may require assistance in updating their email address. This can be done within their profile, however, it's also possible to action this in the SSO Admin Tool.

1. Once you have located the SSO Account in question, click on the three dots in the top right-hand corner. Select Change Email.
2. This update will show immediately within the user's profile in their SSO Account.

Activate an Account

A user may require assistance with activating their SSO Account. 

1. Once you have located the SSO Account in question, under Account, if Email Confirmed = True then the user's SSO Account has been activated. If Email Confirmed = False then the user has not yet activated their account.
2. An SSO Account should be activated by clicking on the link in the activation email. If for any reason this is not possible, you can assist a user from within the SSO Admin Tool.
3. Firstly, resend the user a new account activation link. Click on the three dots in the top right-hand corner and select Generate Account-Activation. A URL will appear in green at the top of the page. Copy and paste this link to share with the user.
4. Alternatively, you can activate the account for the user. Click on the three dots in the top right-hand corner and select Activate Account. Email Confirmed will now show as True.

Forgotten Password

A user may require assistance with resetting their password. 

1. If a user has forgotten their password, this should be reset by clicking on the link in the forgotten password email. If for any reason this is not possible, you can assist a user from within the SSO Admin Tool.
2. Once you have located the SSO Account in question, click on the three dots in the top right-hand corner and select Generate Password-Reset Link. A URL will appear in green at the top of the page. Copy and paste this link to share with the user.

Unlink Account

A user may have linked the wrong System Ref/Account Number to their SSO Account. If this happens, this should always be unlinked by the user within their account.

1. Once you have located the SSO Account in question, go to Linked Accounts on the righthand side. The Linked Accounts listed correspond with any Linked Account showing on the user's SSO Linked Accounts page.
2. Click the dustbin icon next to the Account Number that you wish to unlink.
3. This update will show immediately in the user's profile in their SSO Account.

   If a user continues to see an incorrect Account Number listed on this page in their profile, it's important to remove the email address from this Account Number in your ticketing system and add this to the correct one. Once this has been actioned, the correct Account Number should show on this page for the user to link their SSO Account to. 

   

Delete Account

A user may request to have their SSO Account to be deleted. To delete the SSO Account, firstly unlink any Linked Accounts, click the dustbin icon in the top righthand corner of the user's SSO Account page.

Contact your Customer Success Manager if you require any assistance outside of what is outlined in the Help Center.