Key benefits

• Users can automatically sign into HappyCo using your organisation's identity provider
• Manage all HappyCo users from your identity provider
• All new users are given the Standard role by default and can be changed on a per user basis in HappyCo Manage

Creating an app in your identity provider

<aside> 📘 Setting up SSO with Microsoft Entra ID (formerly Azure AD)? View our guide →

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<aside> 📗 Setting up SSO with Okta? View our guide →

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<aside> 📙 Setting up SSO with OneLogin? View our guide →

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Create a new app in your identity provider with the following configuration:

SSO URL (Recipient/Consumer URL) → https://manage.happyco.com/saml2/acs Audience URI → https://manage.happyco.com/saml2 User Identifier (NameID Format) → EmailAddress Attributes → firstName: user.firstName, lastName: user.lastName

Example from Okta

Configure SSO in HappyCo Manage

1. From Manage, select Settings then select SSO Settings.