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To set up SSO with Lead Liaison, you'll need to coordinate with our support team.

Note

SSO does not apply to the Captello mobile app, since the app uses device authentication and not username and passwords.

Process Summary

Below is a summary of the process:

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  1. Add a Dummy Entry: Create a placeholder (dummy) entry for Lead Liaison in your SSO platform (e.g., Okta, Entra, OneLogin, etc.). Once done, provide our support team with the Identity Provider (IdP) metadata associated with this entry.

  2. Metadata Parsing: Our team will extract the EntityID and signing certificates from the IdP metadata you provided.

  3. SP Metadata Creation: We will generate our Service Provider (SP) metadata and send it back to you. You will then need to extract the Assertion Consumer Service (ACS) URL and login URLs from this metadata and input them into your SSO platform.