Enterprise Toolkit
Single Sign On (SSO)
Single Sign-On (SSO) is an authentication method that allows users to sign in to multiple independent software systems using one set of credentials. If your organization has the Enterprise Toolkit add-on enabled, you can choose from various SSO ...
Enterprise Toolkit Overview
Unlock the ability to set up multiple, separate environments as part of your company account to provide complete separation between various departments, branches, or regions. Each environment can have unique applications, data, and configurations to ...
External User Connector – Azure
This guide provides the steps required to configure SCIM 2.0-based user provisioning and OpenID Connect-based single sign-on via Azure Active Directory (Entra ID). Note: Azure AD is being renamed to Microsoft Entra ID Features Azure Active Directory ...
External User Connector – Ping Identity
This guide provides the steps required to configure OpenID Connect-based single sign-on via Ping Identity. IMPORTANT NOTE: User logins may become disrupted during the steps below. We strongly recommend that you create a “testing SSO” environment (via ...
External User Connector – Okta
This guide provides the steps required to configure SCIM 2.0-based user provisioning and OpenID Connect-based single sign-on via Okta. Features Okta can perform the following actions automatically against our platform: Add new users Update selected ...
Deleting Environments
If you’ve enabled Enterprise Toolkit and created sub-environments on the Environments page, you may need to delete an Environment at some point. This is achieved on the Organizations Setup page of the Environment to be deleted. WARNING Once you ...
Email-less Login with SSO
Enable users to log in with a non-email identifier like an SSO username or ID when using Okta or Ping Identity, when Enterprise Toolkit is activated on an account. Navigate your account to Organization & Users > Organization Setup > Integrations > ...
Copying Content Between Environments with the Repository
When using Enterprise Toolkit to separate business units into distinct Environments, you may need to copy content between them, like forms, screens, data sources, documents, or folders containing a suite of applications. This is where the repository ...
Creating Environments
After activating the Enterprise Toolkit add-on, your organizational account is effectively upgraded to what we call a Master account. The Master account is your top-level account that provides the default values and settings for any Environments you ...