Unifize Knowledge Base
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  • RELEASE NOTES
    • February 2025
    • March 2025
    • April 2025
      • Rich Text Fields in Checklist
      • Filling Checklist Metadata with AI
      • 'My Conversations' is now 'My Inbox'
      • Feature Enhancements
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On this page
  • Introduction
  • Why SSO Is Useful
  • Who Can Use SSO
  • How to Log In with SSO
  • Digital Signatures and OTP (for SSO Users)
  • Troubleshooting Tips
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  1. User Guide
  2. SSO

Logging in with SSO

Introduction

Unifize supports Single Sign-On (SSO), allowing you to log in with your existing company credentials—such as those you use for Microsoft 365, Google Workspace, or another identity provider. This feature replaces the need for a separate Unifize password and allows seamless access to the platform, especially in organizations where IT security and convenience are priorities.

If your organization has SSO enabled, you’ll be automatically routed through your company’s login page after entering your work email address. This applies to both the web platform and the mobile app.


Why SSO Is Useful

SSO enhances the login experience by integrating with your organization’s existing authentication system. Here’s why it matters:

  • Secure by default: Your credentials never pass through Unifize. Authentication is handled directly by your company’s identity provider.

  • Simplifies access: No need to create or remember a separate password for Unifize.

  • IT-aligned: Helps organizations manage access centrally using existing systems like Azure AD or Google Workspace.

  • Supports MFA (Multi-Factor Authentication): If your company uses 2FA, SSO supports that too- providing added security.


Who Can Use SSO

You can use SSO to log into Unifize if:

  • Your organization has enabled SSO in their Org Settings

  • Your email domain (e.g., @yourcompany.com) has been configured for SSO

  • You have been added as a user in your company’s identity provider system (e.g., Azure AD)

If you’re not sure whether your company uses SSO, ask your IT administrator or Unifize workspace admin.


How to Log In with SSO

On Desktop (Browser)

  1. Enter your work email address

  2. Unifize checks if your domain is SSO-enabled:

    • If yes, you are redirected to your company’s login portal

    • If no, you’ll see the traditional password field (for standard users)

  3. Log in using your corporate credentials (email + password)

  4. Complete any required MFA (multi-factor authentication) steps

  5. You’ll be logged into Unifize and redirected to your workspace

Even if it’s your first time using Unifize, you don’t need to create a new password—SSO will handle the login.


On Mobile (iOS / Android)

  1. Open the Unifize app on your phone or tablet

  2. Enter your work email address

  3. You’ll be redirected to your company’s login page within the app

  4. Complete your usual login flow and MFA (if applicable)

  5. Once authenticated, you’ll return to the app—logged in and ready to go

Mobile login flow is nearly identical to the web experience, adapted for mobile screens.


Digital Signatures and OTP (for SSO Users)

In Unifize, some workflows require digital signature confirmation during approvals.

Because your password is managed outside Unifize when using SSO, you can’t re-enter a password to validate signatures. Instead:

  • You’ll receive a One-Time Passcode (OTP) to your registered email

  • The OTP is valid for 2 minutes

  • Enter the 6-digit code to confirm your signature

This ensures your approvals remain secure and traceable even when using SSO.


Troubleshooting Tips

Issue
What to Try

Not redirected to your company login

Make sure your email domain is registered for SSO

See password field instead of SSO login

Clear browser cache and retry, or confirm with your admin

Didn’t receive OTP

Check your spam/junk folder, or request a resend

Login loop or error from IdP

Make sure your browser or app allows third-party redirects

Mobile login stalls

Force-close and reopen the Unifize app, ensure you're on latest version

PreviousSSONextSSO using SAML

Last updated 8 days ago

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