Prerequisites
Have your identity provider details ready and confirm that your organization is on the correct plan before starting.
Typical setup flow
- Contact TaskP3: Reach out through sales or support to confirm SSO / SAML availability for your workspace.
- Share identity provider details: Provide your IdP information and any security or domain requirements.
- Test before rollout: Validate sign-in with a small test group before rolling access out broadly.
Before rollout
- Decide which admins should coordinate the rollout.
- Confirm the domains and users that should authenticate through your IdP.
- Ask about fallback access and rollout sequencing during setup.