# Security

  • The Security section allows you to manage authentication settings, ensuring secure access to the CircleHD platform. Here, you can enable automatic user creation and configure Single Sign-On (SSO) with trusted authentication providers such as Google, Salesforce, and Microsoft.

# What is Single Sign-On?

  - Single Sign-On (SSO) allows users to access the CircleHD platform using a single set of login credentials from an external authentication provider.
  - This enhances security, reduces password fatigue, and simplifies user management.

# Why Configure Security Settings?

- Enhance Access Control: Restrict unauthorized access to your platform.
- Simplify User Login: Enable seamless authentication with SSO.
- Automate User Creation: Automatically create new user accounts when they authenticate via SSO.
Security

  • How to Configure Security Settings?

  • Step 1: Navigate to Settings > Security.

  • Step 2: Enable Automatic User Creation (Optional):

    Toggle the option to automatically generate user accounts for authenticated users. Automatically create users when they can login. Manually provision users before they could login if this is turned off

  • Step 3: Configure Single Sign-On (SSO):

    • Choose an authentication provider from the available options:
    • SAML 2.0 SSO Authentication: SAML (Security Assertion Markup Language) is an enterprise-grade authentication protocol that allows organizations to provide SSO across multiple applications. You can refer this page (opens new window) for more information.
    • OAuth2: OAuth 2.0 is a widely used authorization framework that allows third-party applications to request limited access to user accounts without exposing login credentials. For more information , refer to this page (opens new window)
    • Google: Google SSO enables users to log in with their Google Workspace or Gmail account. You can refer this page (opens new window) for more information.
    • Salesforce :Salesforce SSO enables authentication using Salesforce Identity and integrates with existing CRM workflows. You can refer this page (opens new window)
    • Microsoft: Microsoft SSO allows users to authenticate using Microsoft Entra ID (formerly Azure Active Directory), commonly used by enterprises. You can refer this page (opens new window)
    • Enter the necessary credentials or API keys required for integration.

  • Step 4: Save Changes:

  • Review all configurations.

  • Click Save Changes to apply security settings.

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