We are in the process of implementing SSO for employees, while maintaining username and password for customers. We’d like to assign a custom role for employees based on SSO or email domain. Salesforce is in our technology stack, but not Zapier. Customer SSO is not on our roadmap for the foreseeable future.
I’ve been able to do this in other platforms with rules to assign roles, but don’t see the same option with this platform. How have others gone down this path?
Howdy
I think I found something that might be just what you’re after. Could you check out these other discussions and see if they help?
Hi,
we’ve set up SAML SSO for our staff members and we assign a custom role as part of the SSO payload.
In the articles
What SSO integration are you implementing, based on that the steps may be different. We assign custom roles to employees (we tried both SAML and OpenID Connect options and both work well) This article has an example:
Thanks for the replies, all. We’re using SAML via Azure for our SSO integration, and now I have a fair amount of content to consume!
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