Overview
ClientPoint supports Single Sign-On (SSO) and SAML (Security Assertion Markup Language) authentication, giving your organization a more secure, streamlined way for your team to access the platform.
With SSO and SAML enabled, your users can log into ClientPoint using your existing company credentials, eliminating the need to manage separate passwords and improving overall security across your organization.
What Is SSO?
Single Sign-On (SSO) allows users to authenticate once through your organization's identity provider and gain seamless access to ClientPoint without needing a separate login.
Benefits of enabling SSO:
- Simplified login experience for your entire team
- Centralized access control managed by your IT department
- Reduced password fatigue and improved security compliance
- Faster onboarding for new team members
What Is SAML?
SAML is the security protocol that powers SSO. It allows your identity provider such as Okta, Microsoft Azure AD, Google Workspace, or similar platforms to securely communicate authentication information to ClientPoint.
In simple terms: your organization's system tells ClientPoint who the user is and confirms they are authorized to access the platform.
Does ClientPoint Support SSO and SAML?
Yes. ClientPoint fully supports both SSO and SAML configuration.
This is available to organizations looking to integrate ClientPoint into their existing identity management infrastructure.
How to Get Set Up
SSO and SAML configuration is handled directly by the ClientPoint team. Setup is not self-serve, our team works with you to ensure it is configured correctly and securely for your organization.
To get started, simply reach out to us through any of the following:
- ๐ง Email: support@clientpoint.net
- ๐ฌ Contact your dedicated ClientPoint Consultant or Client Success Coordinator directly
- ๐ Visit: www.clientpoint.net
Our team will guide you through the requirements, gather the necessary information from your IT or identity provider, and handle the configuration on our end.
What to Prepare Before Reaching Out
To help speed up the process, it is helpful to have the following information ready when you contact us:
- The name of your identity provider (e.g. Okta, Azure AD, Google Workspace, OneLogin)
- Your organization's domain
- Confirmation from your IT team that SAML integration is approved and ready on your end
Need Help?
For any questions about SSO, SAML, or access management, our support team is available:
๐ง support@clientpoint.net ๐ Monday โ Friday | 5:00 AM โ 5:00 PM PST