SSO: Single Sign-on / SAML

THIS ARTICLE WILL HELP YOU:

  • Activate Single Sign-on (SSO)

ChartRequest lets you implement Single Sign-On (SSO) through SAML 2.0, an open standard data format for exchanging authentication and authorization information. This allows your team to log in to ChartRequest using their existing corporate credentials. SSO is an account-level feature that will apply across all user types.

ChartRequest SSO is available for Active Directory Federation Services. See detailed information about ADFS here.

Note:

Single Sign-On (SSO) is available for all organizations on a qualifying plan. If you’re interested in gaining access to this feature, please contact support@chartrequest.com.

Activating SSO

!!Important

Once SSO is enabled, all users will be required to log in via SSO. The ability to log in with an email and password will be disabled.

ChartRequest requires information the following information to setup SSO: organization domain, entity, target url, finger print, and Idp certificate.

You'll need to contact support@chartrequest.com and provide the required necessary information above to enable SSO.

SSO Login

  • 1 From the sign in page, click Log in using SSO. Login1
  • 2You’ll be redirected to the SSO page, where you’ll enter a ChartRequest-recognized email address, which is authenticated by your Identity Provider.
  • 3If your email is recognized as a user with an SSO who has permissions on any account, you’ll be provided an area to input your credentials by your Identity Provider.

FAQ

  • What can I do if ChartRequest’s SSO is not working?

    Please email support@chartrequest.com to file a support ticket with ChartRequest and provide a summary of your specific issue.

  • What can I do if my Identity Provider goes down?

    Please email support@chartrequest.com to file a support ticket with ChartRequest and provide a summary of your specific issue.

  • Can I sign in using my existing password?

    No. Once SSO is enabled the ability to log in using your existing password will be disabled for security reasons.

  • How do I login to my non-SSO accounts?

    To log into a non-SSO account, sign in with your email and password on app.chartrequest.com and you will be logged into a non-SSO account in the event that email is not connected to an Enterprise SSO