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Setting Up Single Sign-On (SSO) with Microsoft Entra

Single Sign-On allows your team members to securely access Sitemark using their Microsoft Entra credentials.

Updated over 2 weeks ago

Why Use SSO?

Enhanced Security: SSO provides more secure authentication for your Sitemark account by leveraging your organization's existing security infrastructure.

Centralized Control: You maintain full control over authentication rules through your Microsoft Entra settings.

Prerequisites

  • You must be the company owner to set up SSO

  • Your organization must have Microsoft Entra (formerly Azure AD)

Note: The company owner is typically the first user created in Sitemark. If you need to transfer ownership to another user, please contact our support team.

Setup Steps

1. Access Security Settings

As the company owner, navigate to your settings and select the Security tab.

2. Initiate Microsoft Entra Connection

Click the Connect Microsoft Entra button. This will send a request to create the Sitemark application in your Microsoft Entra environment.

3. IT Approval

Your IT administrator will receive a notification about the application creation request. Once they review and accept it, the Sitemark application will be created in your Microsoft Entra.

4. Complete the Connection

After the application is created, click the Connect Microsoft Entra button again in the Security tab. This will automatically search for your tenant ID and enable SSO.

Once SSO is enabled, the Connect button will be replaced by a button to disable SSO and your tenant ID will be displayed, confirming that SSO is active.

5. Configure Login Method Restrictions

Once SSO is enabled, you can control which authentication methods your users are permitted to use. Two options are available:

  • Any method: users can sign using email and password or SSO.

  • Only SSO: Users are restricted to SSO login only.

6. Manage User-Level SSO Exceptions

If SSO only is enforced, you can still grant specific users the ability to sign in with email and password. To manage this:

  • In the SSO configuration, select the option to enforce SSO for all users.

  • A Manage Exceptions button will appear. Click it to enable email and password login for individual users as needed.

Note: Company owners always retain email and password access by default, regardless of the company-wide SSO setting. This ensures owners have a fallback to disable SSO in case of any issues.

7. User Access

All users in your Microsoft Entra directory can now sign in to Sitemark using the Sign in with Microsoft button on the login page — including on the Field Link mobile application.


Need help? Contact our support team.

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