Base de conocimientos

Si tienes un equipo de ventas numeroso, sabes lo pesado que es gestionar la creación de muchas nuevas cuentas cada vez que alguien se integra al equipo.
Para ahorrar tiempo de incorporación y sobrecarga, tenemos el Inicio de sesión único—o "SSO"—en los planes Avanzado, Profesional y Corporativo de Pipedrive.

Setting up SSO

An account with SSO enabled means you only have to create one set of logins for your users. Puedes configurar una cuenta para ellos en tu sistema y automáticamente contarán con credenciales para Pipedrive, lo que te ahorra tiempo y esfuerzo.

To configure their SAML settings for Single sign-on, Admin Users can go to Settings > Single sign-on in their company Pipedrive account. Deberás escribir algunas claves que tu equipo de TI interno debería poder localizar, y listo: ¡en realidad es así de sencillo!

Once you have tested the provided information and confirmed that it works, simply click the Enable for users toggle. The information will need to be copied over to your SSO provider. We have more information on how to set up SSO for the most popular SSO providers here:

• Using SSO with Azure AD
• Using SSO with Okta

If you would like the added security of disabling password access to Pipedrive and relying on SSO alone, simply click the Enforce SSO login toggle.

Granting user access

You will need to give the user access to Pipedrive in your SSO provider's (e.g Okta) settings. The user will then be able to log into Pipedrive using SSO. If the user already was active in Pipedrive with the same email, a regular user verification flow will be done.

If the user does not have a Pipedrive account yet, an account will be created after the login attempt and a Pipedrive admin will need to activate that account under Pipedrive settings.

Logging in and logging out

To log into Pipedrive with SSO, go to app.pipedrive.com/auth/sso. Clicking logout from Pipedrive will only log you out from Pipedrive and not your SSO provider.

Deactivating a user

When deactivating a Pipedrive user through your own SSO system, we suggest keeping the following things in mind:

• Deactivating a user disables their login credentials. You will continue to pay for the user and the seat, so if you don't intend to replace that user, make sure to remove the seat as well to avoid any unexpected surprises on your invoice.
• While the user's login credentials will be disabled, they will still be able to access their account for up to thirty days if they remain logged in. To prevent any issues, we suggest ensuring that users log out of Pipedrive and are deactivated in Pipedrive when you deactivate their login credentials through your own SSO system.