Your team may use SSO to enhance security and make logging into the programs they use easy. The Receptionist supports SSO functionality, and it's easy to set up and start using. Please note that while The Receptionist supports SSO, because our system is only integrating with outside Identity Providers, there is an additional cost to use this feature.
To begin using SSO, follow these steps:
An Account Owner (ideally also an IDP Administrator; if not, the Account Owner will need an IDP admin's assistance) navigates to the Integrations page and selects the "Add" button within the SSO section, as shown here:
The Account Owner then enters the domains to be used for SSO logins. Your account's domain is everything after the @ symbol in your company emails (i.e., [email protected] uses the domain thereceptionist.com).
There will now be a menu to select your team's SSO provider. We integrate with many providers, such as Okta, Azure AD, Google Workspace, ADP, Auth0, and more.
Follow the setup steps particular to your account's IDP. Once you've done so, an IDP administrator will sign into the relevant IDP with their credentials.
Once they've done so, the Integrations page will now show "Edit" and "Remove" buttons for SSO
Account Owners can add or remove email domains via the Edit button anytime.
Once the integration is added and functioning, Users can log in via Single Sign-On following these steps:
From the sign-in page, the User will click the "SSO" link at the bottom-middle of the page.
The User will enter their email address used for SSO and click "Sign In."
The User will be redirected to their company's IDP sign-in page.
After the user signs in with their IDP, they will be redirected to The Receptionist.
Typically, Users must be added by existing Account Owners on the account. Using SSO, employees can add themselves as Users. If someone on your team signs into The Receptionist via SSO and they do not already have a User profile, a new User will automatically be created with their email address. They will be automatically assigned the Receptionist role, which enables them to view and edit the visit log and contacts but nothing else. This role can be changed by any Account Owner within the company.
Please note that password reset functionality is disabled for Users who have signed in via SSO, and Users created via SSO will not have associated emails. If the SSO integration is removed after Users have logged in with it, they can re-sign in with their email and password. Users without a password can use the password reset functionality to create one.