Single Sign-On (SSO) at Process Street

Single sign-on (SSO) is a system that enables users to securely authenticate with multiple applications and websites by logging in only once, with just one set of credentials (username and password).

Process Street supports many Identity Providers (IDP), including Microsoft Entra ID and Okta.

SSO is available on our Enterprise plan. If you are interested in enabling SSO for your company, have your administrator contact our Support team or your Account Executive.

Supported SSO Providers

• Microsoft ADFS
• Microsoft Entra ID (Previously Azure AD)
• Okta
• OneLogin
• Ping Federate 7
• SalesForce
• SiteMinder
• SSOCircle
• and other SAML providers

Don’t see your provider here? Contact us to inquire about availability.

Choose who must use SSO

Choose who is required to use single sign-on to access your workspace:

• Required for all
• Required for builders, optional for guests
• Optional for all

We recommend using the “All builders except guest accounts” option, as this allows guests to sign in using their email address and password.

Provisioning and Deprovisioning

• Provisioning: Process Street supports Just-In-Time provisioning for accounts, meaning new user accounts are created the first time they log in to Process Street.
• Deprovisioning: Currently Process Street does not support deprovisioning. When users are deprovisioned in your IDP, you’ll need to remove them from your Organization Settings.

SSO Invitation Options

• Manual Invitations: You can invite specific users by their email on the organization settings page:

• Invitation via Link: You can also provide a custom link to any user who wants to join your organization without an invitation email.
  • Example Invitation Link: https://app.process.st/login/sso/[your-organization-connection-name]

Default User Type

Once SSO is enabled, choose the default user type assigned to new users created through Just-In-Time provisioning. This setting is on the organization settings page.

• Builder — Create, edit, and run workflows. Create and edit pages.
• User — View and run workflows. Create and edit pages.
• Guest — Limited access. Can only see active workflows they’re assigned to.

Note: Changing the default user type may affect your billing. Speak with your Account Executive to understand your options.

• Learn the 5 stages of process building in our Getting started guide
• Watch helpful videos and webinars on our YouTube channel
• Learn about Process AI
• Collect info with Forms
• Organize data with Data Sets
• Document information and policies with Pages
• Get inspired by our Blog