Single Sign On is a way for companies to be more secure in who access organizational systems as well as a way to federate logging into the multitude of platforms that a company may run its business on.  With Single Sign On or SSO, employees retain one set of credentials but can receive access to one or more systems.  The concept is simple.  On one end there is the application that a user needs access to.  On the other end, there is an identity provider or IDP that maintains user credentials.  When setting up SSO, your organization must create the appropriate linkages between the IDP and the application so that users can login.

DocuSign allows companies to use SSO to login and while the setup is relatively straightforward, there are plenty of gotchas that can send IT organizations into a downward spiral trying to figure out what went wrong. There are several pieces of information that an IT organization must have ready as well as a plan for deployment before they begin an SSO implementation.  

Having a plan for deployment will greatly increase the chances for a successful implementation.  Part of that plan should be a strategy for how you will want your users to access applications within your organization.  Also, be aware of how your application will work when SSO is deployed and understand the options available to modify how your application will work when a user is trying to login.   With DocuSign, you can set up a demo account and deploy SSO to experiment and understand how login access works when SSO is enabled.  This will minimize the disruption to your organization’s production environment as you figure out your deployment.

However, more importantly than the technical details of the implementation, a well thought out communication plan should be part of the rollout.  This could include an announcement in the form of internal emails or an intranet post indicating that SSO is coming soon.  Further communications to the organization should continue to flow out to internal constituents indicating progress to completion, description on how SSO will work within the organization, and details on how the organization will provide training.

As you near completion of your SSO deployment, make sure you have sufficient training and support to minimize disruption within your organization.  The training material you provide can include regularly scheduled webinars to provide live training with Q&A.  Some organizations prefer a pre-recorded sessions with an FAQ page.  One-pagers with all the instructions available online for viewing or download can be very effective.  Unfortunately, the training message doesn’t get to everyone, so you will want to make sure you have enough internal support coverage to handle the incoming calls or tickets to help users get access to their applications.

With DocuSign’s SSO implementation, there are new administration features that allow you to configure your environment with some help from professional services.  Check with your Account Manager to see about obtaining Organizational Admin which will allow you to set up SSO completely on your own.

Want to learn more about SSO? Take a look at this complimentary white paper from the Knowledge Market.