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Administer Microsoft Single Sign-On (SSO)

Manage Microsoft SSO for Simply Stakeholders after setup.

SiSta (Customer Success) avatar
Written by SiSta (Customer Success)
Updated this week

Note:

You need to be an administrator to manage users with SSO enabled.

How do you add and manage users with SSO enabled?

How to add a user (with SSO enabled)

  1. When your organisation has Microsoft SSO enabled, the User Add/Edit page will show a Microsoft Identity Platform section with a User Principal Name field.

  2. If you (the admin) are signed in with Microsoft SSO:

    • The UPN field will show the linked Azure AD account.

    • You can link or update accounts for new and existing users.

  3. If you're NOT signed in with Microsoft SSO:

    • The UPN field won't show any values.

    • Attempting to enter a value will fail when saving.

  4. If the UPN field is blank, no changes are made to the user's linked accounts.

Password resets for SSO enabled accounts

If the 'prevent password login' option is enabled:

  • Users with linked external account CANNOT be sent password set up or reset emails.

  • Invitations to new users will only allow login via the Sign in with Microsoft button on the login page.

If the 'prevent password login' option is disabled:

  • New user invitations will include both a password creation link and a reminder they can also use 'Sign in with Microsoft'.

  • Linked users can still receive password reset emails.


For more help

For more information, to arrange a demo or for product training please contact your Customer Success Account Executive or email [email protected].

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