Note: The Single Sign-On feature is one of the many useful features of Pipedrive’s Platinum plan. To learn how to switch plans, click here.
If you have a big Sales team, you know the administrative pain of creating multiple new accounts every time someone joins your team. To help you cut back on on boarding time and overheads, we have have Single Sign-On, or 'SSO' for the Platinum plan.
An account with SSO enabled means you only have to create one set of logins for your users - set up an account for them in your own system and they'll automatically have log in details for Pipedrive, saving your admin team time and effort in setting up accounts for new joiners.
Setting up SSO requires technical knowledge and experience, so it's best to have them talk you through everything - it's fairly common practice, if your company uses it, they will know how to set it up if you follow the steps below.
Within Pipedrive, SSO is built on SAML and can be found in the Settings page of an Admin User under Settings > SSO. You'll need to enter some keys that your internal IT team should be able to locate for you, then you're away - it's really that simple!
New users will then just have to accept an invitation email and they're in - easy peasy!
Please also note that if you deactivate a user through your own system, there's a few things to keep in mind:
- Deactivating a user simply 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 it as well to avoid any unexpected surprises on your billing date!
- While the user's login will be disabled, they will still be able to access their account for up to seven days if they remain logged in. If this is an issue, make sure that they also log out when you deactivate their log in credentials.