Learn how to set up single sign-on (SSO) so your organization can experience a smoother sign-in process for the DataSnipper Platform.
Prerequisites
- DataSnipper version 6.1 or later
- DataSnipper Enterprise package
- User-level Licensing method enabled
- DataSnipper Dashboard access
- Access to configure your identity provider
Please note that this article is intended for admins overseeing user-level license management within the organization.
About User Management
User Management System is designed to provide control and visibility over employee access to DataSnipper, addressing issues related to over-deployment, user management challenges, visibility and accountability issues, and user provisioning. This feature is instrumental in achieving a streamlined and empowered user management experience.
Step-by-step guide
- Go to https://dashboard.datasnipper.com/.
- Click on the “Users” tab.
- Click on "SSO Settings".
- A new window will appear asking you to select your identity provider.
- Once you select your identity provider, another pop-up will appear with step-by-step guidelines for configuring SSO. Once you go through the steps on your screen, click on “Continue to sign-in —>”.
- Finally, when this is done, you will see a notification on your DataSnipper Dashboard that the SSO was set up successfully.
- Every time a new user signs in using the SSO, you will be able to see their data (Name, Email, Last Active) on the DataSnipper Dashboard under the “Users” tab.
Adding new users manually
If you‘d like to add users manually, you can do so by clicking on the “Add Users” button and providing users’ email by typing one by one, or by importing an email list in .CSV format. This option also allows you to invite external users, from outside the organization, if allowed.
Please note that the external users you invite will have full access to DataSnipper and its functionalities. This means that they will also take up one seat within your license.
Removing users
If for whatever reason you need to revoke access to DataSnipper from specific users, you can do so by removing selected users from the Dashboard. Simply select them and press the “Remove user(s)” button.
To deactivate an end user’s license, you also need to remove them from your organization’s identity provider (IdP).
SSO login in Excel
Now that you have SSO configured, users from your organization who should have access to DS (as configured in your directory) can open their Excel with the DataSnipper add-in installed and sign in to it to start snipping! Read more about the sign-in options here.