Administration & Billing
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      1. KNOWLEDGE BASE
      2. Administration & Billing

      Using Okta SSO with SmarterSign

      Configure your account to use Okta Single Sign On

      If you're an admin in your SmarterSign account, you can easily provision users and enable them to access their account via Okta. Follow the steps below to set up Okta login for your team members.

      Step 1: Pre-Provision Users and Assign User Groups

      As an admin, you can pre-provision users with specific roles by assigning them to user groups. Here’s how:

      1. Log into your SmarterSign Admin Account.
      2. Navigate to Administration > Users.
      3. Click on Invite Users.
      4. Enter the email address of the user you wish to invite.
      5. Assign the appropriate user groups to the user. This will determine the level of access they have within the SmarterSign platform.
      6. Click Send Invite to send the invitation.

      Step 2: User Login via Okta

      Once the user has been provisioned, they can log in to SmarterSign by following these steps:

      1. Visit the SmarterSign login page: https://my.smartersign.com/login.
      2. On the login screen, under Other ways to log in, click on the Okta logo.
      3. The user will be redirected to Okta to authenticate their login.
      4. Once authenticated, they will be automatically redirected back to the SmarterSign account.

      Step 3: Restrict Access to Okta-Only Login (Optional)

      If you'd like to limit access to your SmarterSign account to only users authenticated through Okta, please contact SmarterSign Support at:

      Phone: (888) 907-6278

      Our support team can help configure your account to ensure only Okta-based logins are allowed.