---
title: "Convert reader to SSO"
slug: "convert-reader-to-sso"
description: "Convert readers to SSO accounts in Document360 for seamless authentication. Retain access and data while centralizing login under your SSO provider."
updated: 2026-06-16T10:46:24Z
published: 2026-06-16T10:46:24Z
canonical: "docs.document360.com/convert-reader-to-sso"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.document360.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Convert reader to SSO

Converting a reader to an SSO account moves their authentication from Document360's built-in login to a Single Sign-On (SSO) configuration you have set up in the portal. After conversion, the reader logs in using your organisation's SSO provider instead of a Document360-managed password. Their existing content access, group memberships, analytics data, and feedback are all retained.

---

## When to convert a reader to an SSO account

- Your organisation has adopted SSO and you need to migrate existing readers to SSO-based authentication.
- A reader currently uses a Document360 password but should log in through your organisation's identity provider.
- You want to centralise reader authentication under a single SSO configuration.

---

## Before you begin

- You must have the **Admin** or **Owner** portal role.
- At least one SSO configuration must already be set up in your Document360 project.
- Have the name of the target SSO configuration ready before starting.

---

## How to convert a reader to an SSO account

1. Navigate to **Settings** (

) > **Users and security** in the left navigation bar of the knowledge base portal.
2. In the left navigation pane, navigate to **Readers & groups** > **Readers**.
3. Select the desired readers and click **Convert to SSO account**.

The **Account convert** panel appears.
4. Select the desired **SSO Configuration**.
5. Click **Proceed**.

The SSO accounts can be identified with an SSO badge next to the username.

![Account convert panel showing SSO configuration dropdown with the Proceed button.](https://cdn.document360.io/860f9f88-412e-4570-8222-d5bf2f4b7dd1/Images/Documentation/image-1767162519343.png)

---

## Limitations

| Limit | Detail |
| --- | --- |
| SSO configuration required | At least one SSO configuration must exist in the project before conversion is possible. |
| Single SSO configuration per batch | All readers selected in one conversion operation are assigned to the same SSO configuration. Convert in separate batches to use different configurations. |
| Authentication change | After conversion, the reader can no longer log in with their previous Document360 password. They must log in via the SSO provider. |

---

## Best practices

- Notify readers before converting their account to SSO so they are not surprised when their login method changes.
- If you have readers across multiple SSO configurations, convert them in separate batches — one batch per SSO configuration.
- After converting, confirm the SSO badge appears next to the reader's username before informing them of the change.

---

## FAQ

  

**Can I assign different SSO configurations to different readers in the same batch?**

    
    
      

No. All readers selected in one conversion operation are assigned the same SSO configuration. Convert in separate batches to use different configurations.

    
  
  

  

**Is there a way to tell which readers are SSO accounts on the Readers list?**

    
    
      

Yes. SSO accounts display an SSO badge next to the reader's username in the Readers list.

    
  
  

  

**What happens if a reader tries to log in with their old password after conversion?**

    
    
      

After conversion to an SSO account, Document360 password-based login is no longer available for that reader. They must log in through the SSO provider.