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:
Selecting an SSO provider for your account
1. Log into your Talkdesk account as an Administrator.
2. Select the Admin section from the top navigation bar [1].
3. Select the Preferences tab [2].
4. Scroll down to “Single Sign-On Provider” and select the SSO provider for your account from the dropdown menu [3].
5. Save your changes [4].
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 the SSO Only for your account
If you wish to use a Single Sign-on provider as your primary and only login, please follow these steps:
1. Log in to your Talkdesk account as an Administrator.
2. Select the Admin section from the top navigation bar [1].
3. Select the Preferences tab [2].
4. Scroll down to the “Login Settings” section and select the SSO provider for your account from the dropdown menu [3].
5. Disable the “Account Login” on the toggle, and confirm on the popup that will be displayed [4].
6. Save your changes [5].
When logging in to Talkdesk, agents simply need to press the Login with button: