How can we help?

• Overview
• Selecting an SSO Provider
• Enabling SSO Only
• Enabling Seamless Login with SSO

Overview

As an Admin, you can enable the Single Sign-on (SSO) login and select a default (SSO) provider for your account.

The provider can be selected from a drop-down list of five available options:

• Microsoft
• Google
• Salesforce
• Okta
• OneLogin
• SAML

Selecting an SSO Provider

• Log into your Talkdesk account as an Administrator.
• Select the Admin section from the top navigation bar [1].

• Select the Security Settings tab [2].
• Head to the Authentication section and check the “Single sign-on provider” box [3].
• Scroll down to “Single Sign-On Provider” and select the SSO provider for your account from the dropdown menu [4].
• Save your changes [5].

Now, when logging in to Talkdesk, agents simply need to press the Login with button:

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

Once the right credentials have been entered, the user is authenticated in Talkdesk.

Enabling SSO Only

If you wish to use a Single Sign-on provider as your primary and only login, please follow these steps:

• Log in to your Talkdesk account as an Administrator.
• Select the Admin section from the top navigation bar [1].
• Select the Security Settings tab [2].
• Scroll down to the “Authentication” section and remove the setting from the “Credentials” check box [3].
• Leave only the "Single sign-on" option enabled [4].
• Save your changes [5].

When logging in to Talkdesk, agents simply need to press the Login with button:

Enabling Seamless Login with SSO

If your only option for login is SSO, it is possible to enhance the login process for your users. This way  guarantees that they are automatically logged into Talkdesk when opening the Talkdesk web version of Desktop app, if they are already logged in the chosen SSO provider. 

To activate this feature:

• Log in to your Talkdesk account as an Administrator.
• Select the Admin section from the top navigation bar [1].
• Select the Security Settings tab [2].
• Scroll down to the “Authentication” section and just keep the check on the “Single sign-on provider” box [3].
• On the “Seamless login with SSO”, select the option “Enabled” [4].
• On the “Single Sign-On Provider” dropdown list, open and select the SSO provider for your account [5].
• Save your changes [6].