SSO

Introduction

Unifize supports secure and streamlined login using Single Sign-On (SSO) through the SAML 2.0 protocol. This allows users to log in with their existing credentials from identity providers (IdPs) such as Microsoft Entra ID (formerly Azure AD) or Google Workspace. The SSO login method is determined by your organization and cannot be changed by individual users.

SSO works across both desktop browsers and the Unifize mobile app.

What users can do with SSO

As a Unifize user, SSO simplifies your login experience:

• Log in to Unifize using your existing company credentials

• Access your workspace securely without managing separate Unifize passwords

• Approve digital signatures via OTP authentication (email-based)

Note: The authentication method (SSO or password-based login) is configured by your organization’s admin. You do not have the option to switch between login methods.

How SSO helps you

SSO provides several benefits for end users:

• Faster Login: No need to remember additional passwords—just use your work email and password.

• Increased Security: Authentication is managed through your organization’s trusted identity provider, often including two-factor authentication (2FA).

• Consistency: A unified login process across all platforms (desktop and mobile).

• Simplified Access: Once you're added by your organization, you can log in using your verified domain.

Technical workflow

A. Desktop login flow

1. Navigate to your Unifize login portal.

2. Enter your email address.

3. If your domain is SSO-enabled, you’ll be redirected to your organization's IdP.

4. Complete authentication (e.g., password and 2FA).

5. You're redirected back to Unifize and logged in automatically.

B. Mobile App Login Flow

1. Open the Unifize mobile app.

2. Enter your email address.

3. If SSO is configured for your domain, you’ll be redirected to the IdP’s login page.

4. Complete authentication as instructed.

5. You're logged into the Unifize app and taken to your home screen.

Approvals via OTP for SSO users

For any approval steps requiring a digital signature:

• When prompted to “Confirm and Sign,” an OTP (one-time password) is sent to your registered email.

• The OTP is valid for 2 minutes.

• Enter the 6-digit code to enable the “Confirm and Sign” button.

• The approval action is logged with your verified identity.

Roles and permissions

• End users can log in via SSO once they're added by your organization’s Admin.

• You must:

  • Be added to the Unifize application group in your organization's IdP.

  • Have an email address that matches your organization’s configured SSO domain.

• You cannot change SSO settings or your login method.

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