New User Activation Workflows with SSO

When you have SSO configured and invite your users, there are different workflows to be aware of depending on your authentication settings. 

The first step is to bulk invite your users from the People page. You can do this by selecting your Pending users, and then checking the box next to their usernames. 

Next, click Invite to bulk invite the selected users. 

If you are allowing password logins…

When your users receive the invite, they will need to click “Accept Invite”. Because you are allowing password logins, they will be prompted to create a local password for Abacus. After they complete the setup of their account, they will be able to log in with your identity provider (Okta, Google, Azure, etc) and click on the Abacus tile to log in. They will also be able to log in with their local password and email address. 

If you are only allowing SSO logins…

Users need to be invited to Abacus from the People tab, and they still need to click to “Accept Invite” in the email to activate their account. This will take them to a page that shows they have been invited to join Abacus via the Identity Provider.

After activating, users should go to the identity provider website, meaning they should go to OneLogin, Azure, or Google. Then they should click on the tile for the Abacus app that has been created. This will log them into Abacus.

Mobile App

For the mobile app, for the first login, you will need to go through your identity provider as well. Open your identity provider through either the identity provider’s mobile app or through the web on mobile. Then open Abacus from the identity provider.