Authentication & User Management
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- Set up and populate your SaaS stack
- Integrate your ERP & accounting software with Sastrify
- Tool Discovery via SSO (Single Sign-On) discovery integrations
- Admin Setup Guide: Sastrify for Chrome Browser Extension
- End User Guide: Add & activate Sastrify for Chrome Browser Extension
- Set renewal dates & reminders
- Assign and modify tool owners
- Upload your SaaS documents into Sastrify
- Sastrify App Support: Assistance at your fingertip
- Sastrify's commitment to security and privacy standards
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- Google Workspace SSO integration for subscription discovery
- Enhance organizational SaaS management with HRIS Integrations
- Summary tab for storing your subscription details
- Use discovered page to detect new subscriptions
- Tools and Spend Importer: Easily upload and visualize data in Sastrify
- Align vendor names using the Tool Matching feature
- Add Sastrify App to your Slack workspace
- Manually add a new subscription on the go
- How to bulk upload your invoices
- Forward your SaaS documents via email
- Change notification preferences
- A quick glance at your stack using the overview page
- Manage activities and collaborate using custom tasks
- Task Automation: Streamline the creation of routine tasks
- Sunset or delete inactive subscriptions
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- Get expert procurement support for new purchases and renewals
- Create procurement support using Sastrify - Jira Integration
- Scope of service: Custom benchmarking & contract eview
- Scope of service: Negotiation & renewal support
- Scope of service: Custom SaaS Optimization Advisory
- Purchase your SaaS through the SastriMarket
- Control your cloud costs with SastriCloud
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- Usage Analytics: Full visibility into usage and cost optimization
- How to integrate Pleo with Sastrify
- Spend Import: Validate and fine-tune your imported spend data
- How to connect Microsoft Dynamics 365
- How to connect Netsuite
- How to connect Quickbooks
- Export spend data from Candis to Sastrify
- Export spend data from Spendesk to Sastrify
- Export spend data from Pleo to Sastrify
- Export spend data from Moss to Sastrify
- Export spend data from DATEV to Sastrify
- Export spend data from Ramp to Sastrify
- Zoom usage integration guide
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- Configure and manage your authentication settings
- Understanding user roles and permissions
- Microsoft SSO Login Configuration Guide
- Okta SSO Login Configuration Guide
- JumpCloud SSO Login Configuration Guide
- Cisco Duo SSO Login Configuration Guide
- OneLogin SSO Login Configuration Guide
- Having trouble logging in?
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- ERP & Accounting Integration FAQs
- Discovery via SSO Integration FAQs
- HRIS Integration FAQs
- Usage Analytics FAQs
- Tools and Spend Importer FAQs
- Invoices FAQs
- Achieved & Potential Savings FAQs
- Form component guide for Sastrify form builder
- What is SaaS and Sastrify's scope of work?
- Who can invite a new user?
- Who receives the renewal alerts or reminders?
- How does Sastrify work with currencies?
- Is the spend data from accounting export always up-to-date?
- How to work with benchmark prices
- When and how to involve Sastrify in a contract evaluation or negotiation?
- How does Sastrify interact with SaaS vendors?
- How do you handle confidentiality clauses in vendor contracts?
- Does Sastrify handle SaaS contract termination?
- Why is contract data essential for benchmarking and negotiation support?
Configure and manage your authentication settings Print
Modified on: Mon, 31 Mar, 2025 at 12:04 PM
Sastrify admins can manage authentication settings by navigating to Settings > User & Company Data > Sastrify Users tab and locating Authentication Settings on the right.
This section displays the active login method, auto-join status, and default user role:
Login Method – Determines how users access Sastrify, either with a username and password or via single sign-on (SSO).
Auto-Join – When enabled, it allows users with a specific domain to join and create an account without an invite.
Default Role – Sets a single, default user permission for auto-joined accounts. This role can be adjusted later on the User & Company Data page.
How to enable SSO in Sastrify
Click "Edit" on the Authentication Settings card.
Select your preferred SSO provider.
If Google or Microsoft is selected, all existing users will receive an email notifying them of the change. SSO is enabled immediately.
For other providers (e.g., Okta, JumpCloud, Cisco Duo, and OneLogin), Sastrify’s engineering team will assist with setup, and additional steps may be required from your admin. Refer to the configuration guides below. Click "Enable SSO" to proceed.
Click "Save Changes" to apply the configuration.
Other providers (Okta, JumpCloud, Cisco Duo, and OneLogin) require additional configuration steps to enable SSO. Refer to the guides below for detailed instructions:
Note: Users who are allowed access via Auto-Join functionality will not receive this notification email (see below for more details on Auto-Join).How to enable Auto-Join function
The Auto-Join functionality allows users to access the company’s Sastrify platform without requiring an invitation.
To enable auto-join:
- Toggle Auto-Join to On.
- Enter the company domain.
- Set default user permissions for new users joining via Auto-Join (roles can be updated later). Refer to this article to learn more about roles and permissions
- Click Save Changes to confirm.
Once enabled, users with the registered domain can log in via any approved method and will be automatically assigned to the corresponding company.
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