SSO Connection Screen

The SSO Connection screen contains the integration settings for a third party SSO provider. This screen has a consistent layout across supported providers, including Okta and Microsoft Entra (Azure), with provider-specific fields where applicable.

From this screen, users can:

View and configure the SSO provider connection
- Connect to Okta
- Connect to Microsoft Entra (Azure)
Disconnect the SSO provider

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

Navigate to the Single Sign-On page, then click Connect or Edit for the desired SSO provider.

Click Admin in the left navigation rail.
Expand the Users & Security category.
Click Single Sign-On (SSO).
In the row for the desired SSO provider, select Connect or Edit, depending on the current connection status.

Single Sign-On Configuration Screen Buttons and Fields

	Button/Field	Description
1	SSO Provider	SSO provider for the displayed connection configurations.
2	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.
3	Menu	Includes the following options: Remove connection This button is only displayed when the SSO provider has been configured.
4	Connection Fields	SSO provider-specific connection fields. See details for Okta and Microsoft Entra (Azure) below.
5	Connect	Saves the current configuration and attempts to establish a connection with the third-party SSO provider.
6	Cancel	Closes the SSO page without saving changes made.

Okta Configuration Fields

Field	Description
Client ID	Public identifier required by all OAuth flows, created when the app integration is set up. The Client ID is provided by Okta as part of the client credentials.
Client Secret	A unique secret generated by Okta for secure communication between Okta and R365. The Client Secret is provided by Okta as part of the client credentials.
Authority	The Okta domain used to authenticate users and manage secure access to applications.
Sign-in redirect URI	The Sign-in Redirect URI where Okta sends the authentication response and ID token after a sign-in.

Microsoft Entra (Azure) Fields

Field	Description
Client ID	Public identifier required by all OAuth flows, created when the app registration is set up. The Client ID is provided by Microsoft Entra (Azure) as part of the client credentials.
Client Secret	A unique secret generated by Microsoft Entra (Azure) for secure communication between Microsoft Entra and R365. The Client Secret is provided by Microsoft Entra (Azure) as part of the client credentials.
Directory ID	Unique identifier assigned to each Azure AD tenant. The Directory ID is provided by Microsoft Entra (Azure) as part of the client properties.
Sign-in redirect URI	The Sign-in Redirect URI where Microsoft Entra (Azure) sends the authentication response and ID token after a sign-in.