Setting Up SSO for your Team Members

Single Sign On for your Identity Provider to sign in to Onboard

📌 Note: Single Sign-On (SSO) is a powerful feature that allows your team members to access Onboard using a single set of login credentials. Setting up SSO requires expertise and access to your company's single sign-on provider. It also involves some technical work to configure and implement.

Setting up Google Workspace Authentication

Step 1: Google Console: Register a new application

To learn how to register a new application with Google. During this process, Google will generate a Client ID and Client Secret for your application; make note of these.

For more details: see Google's Setting up OAuth 2.0 doc.

To create an OAuth 2.0 client ID in the console: 

  1. Go to the API Console.
  2. From the projects list, select a project or create a new one.
  3. If the APIs & services page isn't already open, open the console left side menu and select APIs & services.
  4. On the left, click Credentials.
  5. Click New Credentials, then select OAuth client ID.
  6. Select the the "Web Application" application type for your project and enter the following additional information required. 
    Field Description
    Name The name of your application. (This can be anything you'd like ex. "Onboard SSO")
    Authorized JavaScript origins
    Authorized redirect URIs
  7. If this is your first time creating a client ID, you can also configure your consent screen by clicking Consent Screen. (The following procedure explains how to set up the Consent screen.) You won't be prompted to configure the consent screen after you do it the first time.
  8. Click Create client ID

You'll be provided with the OAuth app credentials to use in the next step. 

Step 2: Provide Onboard settings for SSO

Submit the Onboard SSO Setup Form

Enter details for the connection you created in Step 1, and select Submit

Note: There may be other settings based on your Workspace settings. Onboard will work with your team to set it up.

Setting Up a SAML provider (custom)

In order to set up a SAML provider, you'll need to provide the Onboard team with the identity provider data. 

Submit the Onboard SAML SSO Setup Form

This requires an enterprise plan, and the Onboard team will work closely with you to set it up.