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" — in the Platinum plan of Pipedrive.
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 login credentials for Pipedrive, saving your team time and effort.
Setting up SSO requires some technical expertise, so we suggest speaking to your internal IT teams for their assistance in providing the necessary information for the SAML configuration.
To configure their SAML settings for Single Sign-On, Admin Users can go to Settings > Customize > SSO in their company Pipedrive account. 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!
Once you have tested the provided information and confirmed that it works, simply click the Enable for users toggle.
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.
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 deactivate them within Pipedrive — when you deactivate their login credentials through your own SSO system.
Note: Due to different protocols, the Single Sign-On feature does not work alongside Pipedrive's Two-Factor Authentication function.