Prior to enabling Single Sign-On, the Single Sign-on(SSO) page contains the Enable Single Sign-On wizard. Once single sign-on has been enabled for the R365 Instance, the page displays the available connection options and their connection statuses. R365 connects with Okta and Microsoft Entra (Azure).
From this page users can:
View Connections
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
Open the Admin application.
Expand the Users & Security category.
Click Single Sign-On (SSO).
Search
Navigate to pages with the R365 global search bar:
Enter all or part of the page name in the R365 global search bar.
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 - SSO Not Enabled
Prior to enabling Single Sign-On, the Single Sign-on Page contains the Enable Single Sign-On Wizard.
Button/Field | Description | |
---|---|---|
1 | Learn more about SSO | Opens the knowledge base article for Single Sign-On (SSO). |
2 | Get started | Opens the Enable SSO Wizard. |
Single Sign-On Page Buttons and Fields - Enabled
Once enabled, the page displays the connection options and the current statuses of the connections.
Button/Field | Description | |
---|---|---|
1 | Okta Row | Displays the options and connection status for Okta. |
2 | Connect | Opens the Microsoft Entra Configuration page. |
3 | Microsoft Entra Row | Displays the options and connection status for Microsoft Entra (Azure). |
4 | Connection Status | A small visual indicator that displays when connected. If the configuration page for Okta or Microsoft Azure is complete but a connection status has not been established, the connection status displays not connected. |