How to purchase SSO & SCIM for your organization?
Optery provides a self-service workflow to purchase SSO & SCIM for your organization. Please follow the below steps to complete the purchase.
NOTE: If your organization has already purchased SSO and/or SCIM, please proceed to the Help Desk article here to begin configuration.
Step 1 - Login to your Optery for Business organization here.
NOTE: If you have not created an Optery for Business organization, please complete the steps here first. If you need to be invited as an Administrator, please reach out to your organization's Optery for Business Administrator for access.
Step 2 - Upon logging into your Optery for Business organization, select Organization.
Step 3 - In the Organization page, select the Single Sign-on / Provision tab.
Step 4 - Select Add Domain and enter your organization's email domain url/s. Comma separated values are supported.
Step 5 - Update Provision Default Plan. The selected plan in this field will be assigned to new members provisioned with SSO & SCIM.
Step 6 - Select Continue to Checkout.
Step 7 - Complete Checkout by selecting your organizations preferred Feature/s (Single Sign-On, Directory-Sync or Both) followed by submitting your payment details to Confirm Purchase.
After selecting Confirm Purchase, you will be redirected back to the Single Sign-On / Provision page as seen below.
Administrator's of the organization now have access to the below actions.
Update and/or add domains. NOTE: Domain/s added during purchase will populate
Update Provision Default Plan. NOTE: Default plan selected during purchase will populate
Disable Passwords on Invites (if needed) NOTE: If toggled on, invites sent to members of your organization will not require a password to be added when creating an account. This setting is not retroactive.
Step 8 - After completing purchase of SSO and/or SCIM, an Administrator can now generate your organizations SSO and/or SCIM setup links as seen below.
NOTE: SSO and SCIM setup links are valid for 24 hours.
Step 9 - Once an Administrator has generated the SSO and/or SCIM link, please proceed to the next Help Desk article here to begin configuration of the SSO/SCIM integration.
NOTE: The Integration Status of SSO & SCIM is made available in the Optery for Business dashboard. Awaiting status will update to Active when configuration is completed successfully.
SSO & SCIM integration can be revoked at any time by using the above toggle option found in your Optery for Business dashboard under Organization - Single Sign-On / Provision. The below prompt will appear to provide confirmation before proceeding.
NOTE: Deactivating Single Sign-On will also disable Directory Sync
NOTE: If your organization has already purchased SSO and/or SCIM, please proceed to the Help Desk article here to begin configuration.
Step 1 - Login to your Optery for Business organization here.
NOTE: If you have not created an Optery for Business organization, please complete the steps here first. If you need to be invited as an Administrator, please reach out to your organization's Optery for Business Administrator for access.
Step 2 - Upon logging into your Optery for Business organization, select Organization.
Step 3 - In the Organization page, select the Single Sign-on / Provision tab.
Step 4 - Select Add Domain and enter your organization's email domain url/s. Comma separated values are supported.
Step 5 - Update Provision Default Plan. The selected plan in this field will be assigned to new members provisioned with SSO & SCIM.
Step 6 - Select Continue to Checkout.
Step 7 - Complete Checkout by selecting your organizations preferred Feature/s (Single Sign-On, Directory-Sync or Both) followed by submitting your payment details to Confirm Purchase.
After selecting Confirm Purchase, you will be redirected back to the Single Sign-On / Provision page as seen below.
Administrator's of the organization now have access to the below actions.
Update and/or add domains. NOTE: Domain/s added during purchase will populate
Update Provision Default Plan. NOTE: Default plan selected during purchase will populate
Disable Passwords on Invites (if needed) NOTE: If toggled on, invites sent to members of your organization will not require a password to be added when creating an account. This setting is not retroactive.
Step 8 - After completing purchase of SSO and/or SCIM, an Administrator can now generate your organizations SSO and/or SCIM setup links as seen below.
NOTE: SSO and SCIM setup links are valid for 24 hours.
Step 9 - Once an Administrator has generated the SSO and/or SCIM link, please proceed to the next Help Desk article here to begin configuration of the SSO/SCIM integration.
NOTE: The Integration Status of SSO & SCIM is made available in the Optery for Business dashboard. Awaiting status will update to Active when configuration is completed successfully.
SSO & SCIM integration can be revoked at any time by using the above toggle option found in your Optery for Business dashboard under Organization - Single Sign-On / Provision. The below prompt will appear to provide confirmation before proceeding.
NOTE: Deactivating Single Sign-On will also disable Directory Sync
Updated on: 17/06/2025
Thank you!