Centralized login systems are often considered a best practice in order to increase security and simplify Enterprise user management. For more information on SSO and how it works, click here to read a detailed article from our partners at Auth0.
Enabling Enterprise Single Sign-On at Pipefy
Some companies have, according to their Pipefy plan tier, the option of enabling Single Sign-On for all their Pipefy users. This process is offered on a pre-defined, mutually-agreeable schedule and requires a few steps from Pipefy's team as well as from the customer IT team.
- The company should be on an specific Enterprise plan tier in order to request and schedule the SSO setup. If you're not sure if your company's plan tier is compatible, please access https://app.pipefy.com/billing or check with your Customer Success Manager.
- Create a request to Pipefy's technical support team using this link that specifies some key details we need to properly define your implementation: http://app.pipefy.com/public/form/ixBFZ-Sh
- Receive a confirmation from the technical support team and integration instructions. This initial review might take up to 7 business days and it may require further details from or discussions with your IT team before proceeding to scheduling the cutover date to deploy your SSO framework.
- In case you receive a positive confirmation from the technical support team, it will be necessary to install Auth0's connector. Please see a detailed step by step instructions and related information at: https://auth0.com/docs/connector.
- While installing and configuring the connector, when asked to enter the Ticket URL, please enter this string AIy0izZp. More information is going to be asked from your organization during the setup.
- Our team is going to setup a custom subdomain for logins from your organization. This step may take up to 7 business days.
Please note that the ability to support any particular authentication framework is a shared responsibility between Pipefy and our partner Auth0, and in some special cases we may not be able to support certain 'out of the box' settings. As a starting point you may reference, Auth0's current Identity Provider list can be found here: https://auth0.com/docs/identityproviders. Questions are welcome directly to our technical support team via the link above.
Using Enterprise Single Sign-On
To start using the Enterprise Single Sign-On, after it's set up following the steps above, end users must access the specific URL shared with your company to log on to Pipefy (if you were a Pipefy user before your company migrated to SSO, your previous login methods will not work any longer and you must use the specific URL provided).
If you don't have your company's custom URL, please verify with your internal IT team or open a support ticket for our team. We will never ask for your password or share your credentials with anyone outside your company in this process.
Creating new organizations (switch company) under Enterprise Single Sign-On
Every company using Enterprise Single Sign-On needs to be setup every new company under the Enterprise plan manually. We recommend that Enterprise SSO admins should open a support ticket in case they want to add a new organization to their Enterprise Accounts.
Support flow for Enterprise Single Sign-On users
In order to solve certain kinds of support needs (for example, data-specific issues and/or investigations involving cases that we cannot replicate without direct access to your company's instance of Pipefy), our team may need you to provide "vendor" user accounts in your identity-management framework so that our staff supporting your needs in order to troubleshoot with you. The ability to troubleshoot those type of issues might be limited unacceptably if this isn't a possibility for your company.