Convert user to SSO

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To convert a user to an SSO account:

  1. Navigate to Settings () > Users & permissions in the left navigation bar in the Knowledge base portal.

  2. In the left navigation pane, navigate to Users & groups > Users.

  3. Select one or more Document360 users (non-SSO) and click Convert to SSO account.

  4. From the Select SSO dropdown, choose an SSO configuration.

  5. Click Proceed.

    The SSO accounts are identified by an SSO badge displayed next to their name.

NOTE

If you convert a user to an SSO account, all past article contributions will be credited to Anonymous. There is currently no built-in option to preserve historical authorship, bulk reassign authors, or fetch a consolidated contributor list before or after SSO migration. If you require contributor data before migrating, use the Export CSV option on the Users page to download a list of current users prior to conversion.

Dialog box for converting user account to SSO with options and confirmation buttons.