Single Sign-On Page

  • Updated on Jan 12, 2026
  • Published on Apr 24, 2025
  • 2 minute(s) read
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The Single Sign-On (SSO) page displays available third-party SSO provider connections and their connection statuses. This page is where supported SSO provider integrations are managed. Learn more about single sign-on integrations.

Before SSO is enabled, the page displays the option to enable single sign on.

From this page, users can:

Security

SSO permissions are found in the permission tree as follows:

  • Administration

    • Single Sign-On (SSO)

      • View Single Sign-On

      • Create/Edit Single Sign-On

      • Delete Single Sign-On

These permissions can be added to custom user roles or individual users. The Permission Access report can be used to determine which user roles or users already have these permissions assigned. For more information, see User Setup and Security.

Navigation

Navigation Steps

  1. Click Admin in the left navigation rail.

  2. Expand the Users & Security category.

  3. Click Single Sign-On (SSO).

Search

Navigate to pages with the R365 global search bar:

  1. Enter all or part of the page name in the R365 global search bar.

  2. Select the page from the results list.

Only enabled pages can be searched for. If the desired page is not enabled, contact your CSM for assistance.



Single Sign-On Page Buttons and Fields (SSO Enabled)


Button/Field

Description

1

Connection Status

Status of the connection:

  • Connected - Indicates the SSO provider is active and connected.

  • Not Connected - Indicates the SSO provider is configured but not connected.

Learn more about connecting Okta or Microsoft Azure.

This status is only displayed when the SSO provider has been configured.

2

Edit

Opens the SSO connection screen for the SSO provider. Learn more about connecting Okta or Microsoft Azure.

This button is only displayed when the SSO provider has been configured.

3

Menu

Contains the following actions:

  • Remove connection - Disconnects the SSO provider.

This button is only displayed when the SSO provider has been configured.

4

Connect

Opens the SSO connection screen for the SSO provider. Learn more about connecting Okta or Microsoft Azure.

5

Welcome email delivery

Determines when initial login emails are sent to new users:

  • Send welcome email for all new users - When a new user is created, an initial login email is sent.

  • Never send welcome email for new users - When a new user is created, an initial login email is not sent.

  • Send welcome email for manually created users only - When a new user is manually created, an initial login email is sent. When a user is created through the R365 User API, an initial login email is not sent.

Suppressing welcome emails without configuring Single Sign-On (SSO) prevents newly created users from receiving login credentials or access instructions.

For instances managed by one or more brands, this setting may be controlled by the brand and displayed as read-only.

When brand enforcement is applied:

  • An additional welcome email delivery section appears for each enforcing brand.

  • Brand sections display the brand name as a subheading.

  • Brand settings are read-only and reflect the value set at the corporate level.

  • If multiple brand-level welcome email settings apply to a user, the system uses the setting that allows the greatest level of email delivery.

The Other users setting applies to users who are not associated with a location linked to a brand that enforces welcome email delivery.

6

Apply welcome email setting to all franchisees

Determines whether the welcome email delivery setting is enforced for franchisee instances.

This setting is only available for corporate instances.

Single Sign-On Page Buttons and Fields (SSO Not Enabled)

Button/Field

Description

1

Learn more about SSO

Opens the knowledge base article for Single Sign-On (SSO).

2

Get started

Enables SSO.

If duplicate emails are found, the SSO Duplicate Email Review screen opens.