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Enable SSO for Multiple Organizations

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Platform:WebMobile
Plan Type:BasicEssentialPremiumEnterprise
User Type:RequesterFull UserAdministrator

This article explains how to enable Single Sign-On (SSO) for multiple MaintainX organizations.

If you have more than one MaintainX organization, and you've already set up single sign-on (SSO) for one of them, you can enable SSO for the others. Organizations you enable SSO for use the same configuration and settings as the organization where you first set up SSO.

Requirements​

To enable SSO for multiple organizations, you must:

  • Be an Administrator for all of the MaintainX organizations you want to enable SSO for.
  • Have SSO already set up for at least one of your organizations.
  • Be logged in though the SSO using the same IdP that you want to set up for other organizations.

Enable SSO for Multiple Organizations​

  1. Log into MaintainX using SSO authentication.

  2. From the sidebar, open the Settings menu and select Customizations.

  3. On the Customizations tab, go to Single Sign-On (SSO) Self-Serve and select Set SSO Preferences.

    The Single Sign-On Configuration dialog opens.

  4. Select the ​Multi-Organization tab to display a list of your organizations.

    Organizations marked Enabled are the organizations that already have SSO enabled using the IdP you logged in with.

    For example, if you logged in through the Okta IdP, any organizations marked Enabled also have SSO set up with Okta.

    tip

    If you don't see the Multi Organization tab. Log out of MaintainX and log in again.

  5. For each organization that you want to enable SSO for, do the following:

    1. Select the Enabled checkbox.

      MaintainX enables SSO for the organizations using the IdP you logged in with.

    2. Select the Default Role. This is the user type that MaintainX assigns when a new user creates an account by logging in via SSO.

      For more information about user types, see User Types and Permissions.

Migrate Existing Users to SSO​

When you set up SSO for an existing organization, existing users don't switch to SSO authentication automatically. You have to update their accounts to use SSO.

For step-by-step instructions, see Migrate Existing MaintainX Users to SSO.

Choose the Default Organization for New Users​

When a new user creates a MaintainX account by logging in using SSO, MaintainX prompts them to choose which SSO-enabled organization to join.

The organization they choose becomes their default organization. If you add the user to other organizations later, MaintainX will still open the default organization automatically when the user logs in.