Single Sign-On (SSO) is a system that lets users securely authenticate multiple cloud applications by logging in only once in a managed authentication system. To know more, click here.
This article will guide you on how to implement SSO for the Freshworks suite of products.
Note: The new Security UI will be enabled by default on 30 Nov 2020. You can try our new features and redesigned UI in advance by clicking on the link present in the banner at the top of the Security section.
How to configure SSO (New UI)
Log in using your organization URL. It should look something like this: yourcompany.freshworks.com
Note: You can access the organization Dashboard by opening the Freshworks Switcher and clicking on your organization link.
Click on the ‘Security’ icon in the left sidebar.
Under Security > Agents/Admins > Default Login Methods, you can enable SSO to simplify your users' login experience. They can use the existing login information managed by Identity Providers (IdP) like ADFS, OneLogin, Okta, Azure AD, and others to login to their Freshworks accounts.
Note: Default login methods are applicable for all users in the organization, including admins/agents. If you want to create specific policies for a particular account or portal, configure it under Custom Policies. For contacts, configure any security policies Security > Contacts.
How to configure SSO (Old UI)
- Log in using your Organization URL. It should look something like this: yourcompany.freshworks.com
Note: You can access the Organization Dashboard by opening the Freshworks Switcher and clicking on your organization link.
- Click on the ‘Security’ icon in the left sidebar.
- You can define a default security policy that will be applicable for all users in the organization including admins/agents or create custom policies to configure SSO for contacts or to cater to agents in a specific portal.
- Under a policy, you can scroll down to configure the SSO with SAML/OAuth 2/OIDC/JWT.
We have provided a detailed guide for configuring single sign-on settings for each of the protocols below: