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Talkdesk Single Sign-on (SSO)

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Admins can select their account default Single Sign-on provider from a drop-down list of four available options :

Once an option is selected, agents will still be able to login using their Talkdesk username and password, but a new button is now displayed allowing them to use their SSO credentials instead. 

 

To select an SSO provider for your account:

  • Log into your Talkdesk account as an Administrator.
  • Select the 'Admin' section from the top navigation bar [1].
  • Select the ‘Preferences’ tab [2].
  • Scroll down to the 'Contact Profile' section [3].
  • Select a ‘Single Sign-on’ provider for your account from the dropdown menu [4] and 'Save' your changes.

Now, when logging in to Talkdesk, agents simply need to press the ‘Use Single Sign-on’ button:

If agents are not yet signed into the selected default SSO application (Salesforce, Okta, Google or OneLogin), an authentication window will popup asking to confirm the login details there:

Logging into the Callbar using SSO:

Once this option is enabled agents simply need to press the 'Use Single Sign On' button to login to the Callbar:

  • If agents are not yet signed into the selected SSO application, an authentication window will popup outside the Callbar asking to confirm the login details:

  • The Callbar will then automatically authenticate the credentials:

     

That’s it! Agents can now start using the Callbar!

 

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