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User management overview

Single sign-on (SSO) user management

Single sign-on (SSO) lets a user access multiple services without using multiple logins. In this case, a user can access FileRoom without needing to provide a SurePrep username and password. SurePrep can integrate with a variety of Identity Providers (IDP) using SAML 2.0 as a sign-in protocol. SurePrep currently supports IDP initiated transfer in which IDP redirects the user to SurePrep’s FileRoom without logging in separately. SurePrep's SSO also lets firms automatically create clients through the firm's portal.
Creating new users
SurePrep offers automatic user provisioning (that is, you don’t need to register a new user manually in
Account Admin
). Once SurePrep receives a response from your firm portal's API (that is, Identity Provider), SurePrep checks if this user exists. If the user doesn’t exist, SurePrep creates a user account automatically with the information provided by your firm.
To create a new user, your firm must meet the following requirements:
  • The user must be unique
  • The user can only include alphabets, numbers, and the following special characters: & -_' ( )
In SSO enabled domains, you'll see an additional column called
SSO Mapped ID
 in
Admin
,
Users
, then
User Management
.
In the
SSO Mapped ID
 field, enter the email address or any field that IDP can provide through SAML assertion. This column has a 50-character limit. The
SSO Mapped ID
 field must be unique for each user.

FAQ

What if the user has access to multiple accounts/domain?
If a user accesses multiple SSO-enabled accounts, they can select their domain when accessing FileRoom through the firm's portal.
What happens to the user's existing login credentials?
Once firms enable SSO, firm users won’t be able to sign in using FileRoom sign in credentials(that is, username and password). 

Notes

  • In SSO enabled domains/accounts, users won’t receive any email notifications regarding user activation or change password links.
  • If the IDP (firm's portal) closes the SSO-enabled domain, it will log you out of FileRoom.
Additional Links
  • Enabling SSO for your firm
  • Signing in to FileRoom through SSO
  • Single sign-on user management (Current article)

This article applies to:

  • Product: SurePrep

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