SSO: Enablement guide for admins

With SSO, you can log into Storable Easy - and eventually, all Storable applications - with a single user account instead of separate logins per app or facility. A new SSO dashboard has been created for this purpose, including Multi-Factor Authentication for enhanced security. Before enabling SSO for your account, please read our SSO FAQ. Please note once SSO is turned on for your organization, it will be enabled for all facilities on your account and cannot be turned off. Before enabling SSO we recommend communicating with your organization.

How to enable SSO

To enable and configure SSO for your account, log in to Easy Storage Solutions as you normally would. After entering your login credentials, owners will see a prompt to set up SSO.

To enable and configure SSO for your account, log in to Storable Easy as you normally would. Navigate to Setup > Users & Roles.

You’ll see a banner at the top of the page. Click Enable SSO from the banner. Then, log out of your software.

Log back into your software. You will see the following prompt after entering your login credentials.

If you’re ready to proceed with SSO, click the checkbox for I confirm that I can set up SSO for my company, then click Continue.
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Select I Do Not Have an SSO User Account.
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Enter your login details (username/email, password, and confirm password).


 

  • The username must be a valid email address. Each username must be unique within your organization.
  • Passwords require at least one letter, one number, one special character, and at least 12 characters. Per PCI DSS requirements, passwords must be changed every 90 days.

 

Below the Login Details, enter your Profile Information (first name, last name, security question, and answer) and click Create User Account

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On the next screen, you’ll see a success message. Click Continue.
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Choose your Multi-Factor Authentication. Five options are available:

  • Okta Verify
  • Authenticator App (Such as Google Authenticator, Microsoft Auth, or Authy)
  • Email Authentication
  • SMS Authentication
  • Security Key or Biometric Authentication

Click Setup under your preferred option and proceed with the instructions.

Note: You are able to set the MFA challenge frequency to 7, 14 (default), 30, or 90 days.
 

Click Finish.

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You will be notified that your old Storable Easy username has been replaced with your new SSO username (your email address). Click Go to Onboarding Wizard to configure SSO for your organization.
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Click Get Started from the Welcome message.

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Onboarding Wizard

Step 1. Onboarding Overview

Click Continue from the Onboarding Overview when you are ready to proceed.

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Step 2. Select your User Settings

  • Allowed Username Domains - Select Yes or No to require all users on your account to set up a username that ends in the same specific domain. For instance, you can require all usernames to end with @yourdomain. If you select Yes, you can enter a single domain or multiple domains. To add domains, enter the domain and press Enter.
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  • Shared emails - All users will need to have an email address associated with their account. In this section, you will specify whether users will have a unique email address or if they can use shared email addresses. We know that many organizations use shared facility email addresses for their employees; however, we recommend giving each user an individual company email.

Users with shared email addresses will have the following limitations:

  • Each employee who shares an email address will need to create a unique username. The username doesn’t have to be a valid email but must be formatted as an email address (Ex: john.doe@yourcompany.com). We recommend identifying the username format you wish your employees to use.
  • Employees with a shared email may not be able to reset their own passwords via email and may be required to contact an owner to get a temporary password.
  • If employees with a shared email make too many login attempts, they will be required to contact an owner to unlock their account

Click Submit once you have made your selections. 

Step 3: Security Settings

  • Lock out policy - Choose whether or not users should be locked out of the system after a certain number of failed login attempts. If you choose Yes, select the maximum number of failed attempts (between 1 and 10).
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  • Multi-Factor Authentication Methods - Select which MFA methods you will allow. You can select one or more of these options. 

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Click Submit to proceed.

 

Step 4: Configure SSO Enablement 

A. If you’re ready to continue with user configuration, select whether SSO should be optional or required for users on your account. Please note: Once you make SSO required, you cannot make it optional.

  • Optional: Existing users will be prompted to set up their SSO at each login but can skip it. New users must use SSO
  • Required: All users must use SSO to sign into Storable Easy.

B. If you're not ready to continue configuring user settings, you can click Skip Configuring SSO. You can return to the Onboarding Wizard at any time. However, Owners who have access to all facilities on your account will see a prompt each time they log in to Storable Easy until configuration is complete.

Click Save & Finish. The next time users on your account attempt to sign in to Storable Easy, they will be redirected to the portal to complete their SSO registration.

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Next Steps

Your employees and other users of your Storable Easy account will be prompted to create their SSO User Account at their next login. When you enable SSO, existing users will not appear in the portal until they create an SSO User Account.

If a user has not created an SSO User Account and you need to change their access to Storable Easy, you can edit or delete the user in your software as usual. Once your users have signed up for SSO, we recommend completing a one-time audit in the SSO portal to ensure all users have the correct permissions.

User management in the portal

When SSO is enabled, users will be added and edited in the SSO portal. You can access the portal from your software by clicking the Storable Account Portal link from Users & Roles or logging in to the SSO Portal directly and clicking Settings.

Please do not add existing users directly in the Portal, as it will cause syncing errors. Instead, direct those users to log in to their software and follow the prompts.

📖 Learn more about adding and editing users in our article: SSO: User management.

Please note: The first person to go through the MFA configuration process will be marked as the sole Admin for your account. By default, this person will be the only one who can add, delete, or edit existing users in addition to making MFA settings adjustments. If you would like to grant an additional user these permissions, you can do so by applying the Admin role to their user profile in the SSO portal.

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