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SSO Settings - Azure SAML, OKTA SAML, & OAuth2.0

Navigate to the Tax1099 interface at Tax1099 – SSO Settings to configure Single Sign-On (SSO) settings.
To configure SSO settings, perform the following steps:
  • Login to the Tax1099 application.
  • On the dashboard page, click the Settings icon from the top right corner of the page, and then select SSO Setting.
    The SSO Settings page appears.
    3. Enter the metadata URL in the Metadata URL field.
    4. Click Download to retrieve the XML file.
         The system automatically populates the corresponding fields using the XML data.
    5. Alternatively, drag and drop the XML file or click the upload area to browse and upload the XML file manually.
    6. Verify the populated values in the following fields:
  • Certificate
  • Destination URL
    7. Select the Disable Login (Email/Password) checkbox to disable the traditional email/password login for users in           your domain.
    8. Select the Enable SignUp For SSO checkbox to allow SSO users to sign up.
    9. Under Master (your email), select either:
  • Yes – To create the SSO user under the same Master Admin account.
  • No – To specify a different Master Admin email address for the SSO user.
    10. Click Save.
    The updated SSO configuration is successfully saved.
    11. Click Refresh.
            The page reloads and repopulates the saved values automatically.
Notes:
  • Select the Disable Login (Email/Password) checkbox to enforce SSO authentication for all users.
  • Uncheck the Disable Login (Email/Password) checkbox to allow users to log in using both SSO and email/password methods.
  • The uploaded metadata file must be in XML format.