Convert Document360 account to SSO account

Single Sign-On or SSO allows user authentication and access to multiple applications or websites with a single login event. You can login to your SSO account with your SSO credentials to access the portal/site. You can easily convert your Document360 account(s) to SSO account(s) without altering the roles and access. This option simplifies and speeds up the conversion process for team accounts and readers.

NOTE

User type conversion is applicable only in SAML and OpenID configured projects.

Converting regular Document360 team account(s) to SSO account(s)

1. Go to Settings > Users & Security > Team accounts & groups > Team account in your Document360 knowledge base portal.

2. Select the checkbox of the desired team account(s).

3. Click the Convert to SSO account option above the list of team accounts.

   

   An Account convert confirmation popup appears.

4. Select the checkbox and click the Yes button.

   

NOTE

• When a team account is converted to an SSO account, all their contributions will be retained. However, the previous contributions of the team account will appear as Anonymous.

• The Team account that performs the conversion cannot convert their own Document360 account to SSO account.

• If you convert a Document360 owner account to SSO account, both the regular Document360 account and the SSO account will be available to that owner account. As a result, there will be two accounts for the same user.

Converting regular Document360 reader(s) to SSO reader(s)

1. Navigate to Settings > Users & Security > Readers & groups > Readers in your Document360 knowledge base portal.

2. Select the checkbox of the desired reader(s).

3. Click the Convert to SSO account option above the list of readers.

   

   An Account convert confirmation popup appears.

4. Select the checkbox and click the Proceed button.
   

   

NOTE

SSO account cannot be converted to Document360 account.

FAQ(s)