Settings & Setup

4 mins to read

Single Sign On

This article explains how to set up single sign-on (SSO) in Seamless using the dynamic setup workflow. It walks admins through where to access SSO settings, how identity verification works, how to create a new connection, and how the in-app wizard changes based on the identity provider or connection type selected. It also covers additional organization and login settings available after setup.

We recently launched a new brand, so some images and videos may differ from what you see in-product. All workflows and guidance remain accurate while we update visuals.

Gettings Started

Set Up Single Sign-On (SSO)

Seamless includes a dynamic SSO setup workflow that guides you through configuration based on the identity provider and setup method you choose.

Rather than following one fixed setup path, the in-app wizard adapts to your selections and walks you through the required steps for your provider.

Access the SSO Setup Wizard

To get started:

Click your initials in the bottom-left corner of Seamless.
Open Settings.
Under Company Settings, select Single Sign-On. From here, you can begin creating a new SSO connection.

Within the Single Sign On page, users can manage the single sign on options for your organizations through the SSO Settings, Organization Settings, and Seamless Settings tabs.

Access SSO Settings through the Single Sign On page — Create and manage Single Sign On connections through the Single Sign On settings page.

How the Dynamic Setup Workflow Works

Create and manage SSO connections on the SSO Settings tab. When you create a new SSO connection, the setup wizard adjusts and seamlessly navigates you through the set up process based on the options you select.

Create a new SSO connection by clicking the “+ New Connection” button in the top right corner.

During setup, you will:

Verify your identity
Create or configure your organization’s SSO connection
Choose your identity provider or connection type
Follow provider-specific instructions generated by the wizard
Configure organization-level SSO settings
Adjust Seamless login preferences

Because the workflow is dynamic, the exact setup steps may vary depending on whether you choose Google, Okta, Entra, SAML, OIDC, or a custom connection.

Create a new SSO Connection by selecting your Identity provider or configure your custom connection.

Step 1: Verify Your Identity

In the SSO Settings flow, begin by entering your email address.

After entering your email, you will receive a 6-digit verification code to authenticate your workflow.

Step 2: Create a New SSO Connection

When creating a new SSO connection, you’ll be prompted to enter a display name for the connection and to select your identity provider or preferred custom setup method.

Supported setup options may include; Google, Okta, Entra, SAML, OIDC, or Custom

After making your selections, click Create to continue.

Step 3: Follow the Provider-Specific Wizard

Once your connection is created, the wizard will display setup steps tailored to the provider you selected.

Depending on your selection, you may be asked to:

Create an application in your identity provider
Copy information from Seamless into your provider
Copy information from your provider into Seamless
Enter items such as URLs, endpoints, credentials, or other authentication details
Upload required configuration details
Complete provider-specific authorization or mapping steps

Because this is a dynamic workflow, users will not all see the same screens or fields. The instructions shown in the wizard are based on the connection type selected during setup.

Step 4: Complete and Save the Connection

Once all required fields are completed, finish the setup in the wizard.

After setup is complete, your configured SSO connections will appear in the SSO Connection section, where you can review and manage them.

Additional Organization Settings

After creating your SSO connection, you may have access to additional organization-level controls.

These settings can include:

Authentication settings
User onboarding controls
Automatic onboarding options
Automatic role assignment

These options help you define how users are provisioned and authenticated after SSO is enabled.

Seamless Login Settings

Within Seamless Settings, you can also control how users are allowed to log in.

For example, you may have the option to disable manual login

This is useful if your organization wants to fully enforce SSO-based authentication.

Setting up Okta SSO

How to set up Okta SSO

Install the Seamless.AI application within your Okta organization.
- You can do so by searching for Seamless.AI inside the Applications catalog.
Click Add to install Seamless.AI into your Okta organization.
- Inside General Settings of the Seamless.AI application, add users or groups of users to the Seamless.AI application under the Assignments tab. You must add yourself here to finish the installation process.
- Go to the Sign On tab in Okta under the installed Seamless.AI application. Keep this open in another tab or window, as you will need it in the next few steps.
Go to Single Sign On tab under Settings in Seamless.AI in a different tab or window.
Click Okta option at the top.
Copy and paste the Client ID and Secret from the Okta Seamless.AI application into the respective fields in the modal that you just opened up. Enter your Okta domain as well in the Okta domain field. Your domain can be found under the General tab of the Seamless.AI Okta application.
- After all the fields are filled out, click on the Connect Okta button. Your Seamless organization members should be able to connect via Okta now as long as they are in your organization.
- If for some reason the Seamless.AI member’s email address doesn’t match their Okta email address, you can add their Okta email address in the Edit Member popup on the User management page.

Was this article helpful?

Yes