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SSO & Login for Business Portals
One login, fewer tickets, and a sign-in screen clients already trust.
What you'll learn
- Use the same legal name, logo, and support email the client already sees on invoices.
- Start with email invite and a password.
- SSO does not decide who belongs in the workspace.
- When the IdP is down, publish one recovery path.
- Count password resets and failed logins in the first month.
Course content
5 lessons
- 1. Login is a trust screen
- 2. SSO when the client is ready
- 3. Invitations still matter
- 4. A fallback that support can explain
- 5. Measure resets, not slogans
Description
Password resets eat support time. Business clients expect to sign in the way they already work — Google, Microsoft, or the company IdP.
We design a login that matches the invoice, an invitation that lands in the right workspace, and a fallback when SSO is not ready on day one.
The worksheets stay practical: who owns the identity, what to postpone, and how to test with a real billing contact.
We design a login that matches the invoice, an invitation that lands in the right workspace, and a fallback when SSO is not ready on day one.
The worksheets stay practical: who owns the identity, what to postpone, and how to test with a real billing contact.