Once the Organization SSO configuration is active, your organization members can join your organization as follows:
- On the Participant Portal’s login or sign-up page, they click Continue with an organization SSO.
- They enter the organization’s unique identifier you provided them, then click Next. If the identifier is invalid, an error message is displayed.
- They are redirected to your identity provider’s login page (Google or Microsoft) and sign in using their usual work credentials.
- On their first login, they must accept the Participant Portal’s terms of use to complete their registration. Your organization’s name is displayed to confirm the organization they are about to join.
- Once logged in, they access the Participant Portal directly, where they are assigned to your organization.
Good to know: if a team member already has an account on the Participant Portal (with a password or another login method), any login attempt using an email address already in use redirects them to a dedicated page where they can reset their password or log in with their existing authentication method.
For more information about Organization SSO, see the article: How do I set up and use Organization SSO?