---
title: "Adding or Inviting Enterprise SSO users - Document360"
slug: "inviting-or-adding-sso-users"
description: "After successfully configuring the Enterprise SSO with your project, you can start inviting previously added users or adding new users as SSO users.It is almost similar to, with just one variation."
tags: ["Enterprise SSO"]
updated: 2025-12-24T12:17:03Z
published: 2026-01-31T18:00:00Z
---

> ## 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.

# Inviting or Adding SSO users

Once you've successfully configured **Enterprise Single Sign-On** (**SSO**) using either **SAML**or **OpenID**for your project, you are ready to leverage the benefits of SSO for your users. This means that users can access your project using their existing credentials from a trusted identity provider (**IdP**), such as **Okta**, **Azure AD**, or **Google Workspace**. This eliminates the need for users to remember separate passwords for your project and simplifies the login process.

You can now:

- **Add new users as SSO users**: If you have new users who want to join your project, you can directly add them as SSO users. This means they will be required to authenticate using their SSO credentials.
- **Invite existing users**: If you've already added users to your project, you can invite them to use SSO. This involves sending them an invitation.

## Adding a new user as an SSO user

Adding a new user as an SSO user follows the same process as [adding a new](/help/docs/managing-team-account)user in Document360, with one extra step.

1. Navigate to **Settings** (**) in the left navigation bar****in the Knowledge base portal.
2. In the left navigation pane, navigate to **Users & permissions** > **Users & groups**.
3. In the **Users** tab, click **Add** > **Users**.
4. In the **New user** window, in the **Basic details** section, add the email ID of the user you wish to add in the **Email** field.

> [!NOTE]
> ** NOTE
> 
> The email address for a new user must match the domain specified in the SSO configuration.
5. Click the **SSO user** checkbox.
6. In the **Select SSO** dropdown, select the SSO configuration you wish to assign to the user.
7. Select the **Skip invitation email** checkbox if you do not wish to send the invitation email to the user.

Once you select the desired SSO configuration for the user, follow the same steps as [adding a new](/help/docs/managing-team-account)user to finish adding an SSO user.

> [!NOTE]
> ** NOTE
> 
> **Owner** and **Admin** are the only project roles that are allowed to add new users to a project.

---

## Inviting an existing user

Once you have configured single sign-on for your Document360 project, you can invite existing users to login to the project using SSO.

To invite an existing user,

1. Log in to your Document360 account and navigate to the project in which you want to invite users.
2. Navigate to **Settings** (**) in the left navigation bar****in the Knowledge base portal.
3. In the left navigation pane, navigate to **Users & permissions** > **SSO Configuration.**
4. Click the **Edit**(******) icon which appears when you hover over the SSO configuration to which you want to invite users.
5. Navigate to the **More settings** tab in the SSO configuration window.
6. In the **Convert existing user and reader accounts to SSO** section, select either the **All users**or the **Selected users only** radio button.
  1. **All users**: Selecting this option will invite all the users added to the project.
  2. **Selected users only**: Selecting this option will open a list of users added to your project. To invite a user, select the checkbox next to the user’s name.
7. Once you have selected the users, click **Save**.

![SSO configuration settings for managing user accounts and permissions in Okta.](https://cdn.document360.io/860f9f88-412e-4570-8222-d5bf2f4b7dd1/Images/Documentation/Screenshot-SSO_configuration_more_settings.png)

Once a user has been added, they will receive an invitation email with their login details.

![](https://cdn.document360.io/860f9f88-412e-4570-8222-d5bf2f4b7dd1/Images/Documentation/2_Screenshot-Invitation_email_sample.png)

** NOTE

When you invite an existing Document360 user to become an SSO user in your project, an additional user account is added. The user’s account will continue to exist along with an SSO user account.

---

## Deleting an SSO user

If an SSO user account is no longer required, you can delete it from the **Users & groups** page.

1. Log in to your Document360 account and navigate to the project in which you want to delete users.
2. Navigate to **Settings** (**) in the left navigation bar****in the Knowledge base portal.
3. In the left navigation pane, navigate to **Users & permissions** > **Users & groups**.
4. Click the **Delete** (**) icon which appears when you hover over the user you wish to delete.

> [!NOTE]
> ** NOTE
> 
> You can identify SSO users using the SSO label next to their email ID.
5. Click **Yes** in the **Delete** confirmation popup.

> [!NOTE]
> ** NOTE
> 
> If an email ID was added as a user and an SSO user, deleting the SSO user will not delete the user account associated with the email ID.

![User management interface displaying user roles, statuses, and options for account actions.](https://cdn.document360.io/860f9f88-412e-4570-8222-d5bf2f4b7dd1/Images/Documentation/Screenshot-Delete_sso_user.png)

---

### FAQ

#### Why am I not able to create an SSO reader account?

If a user has already been added to the project as an SSO reader account, you will not be able to add the same user again. The **Create reader account** button will be disabled automatically when you check the SSO user checkbox.

Security Assertion Markup Language (SAML) is a widely used Single Sign-On (SSO) standard that enables secure authentication and authorization by allowing users to log in to multiple applications with a single set of credentials.
