Skip to content
English
Contact us
Contact us
  • There are no suggestions because the search field is empty.

Set up and use Single Sign-On (SSO) to log into PSTrax

SSO can be enabled so that users can log in to PSTrax using an existing identity provider

Enabling users to use SSO

One or multiple users can be configured to log in via SSO by following these instructions:

Summary

Users in PSTrax can log in using either the Single Sign-On (SSO) method, which is verified through an identity provider, or the traditional username and password method. Administrators can manage login methods for users by modifying SSO settings in the system.

Instructions

Clients who use an identity provider to centralize their logins across multiple platforms can set up SSO to log into PSTrax. Please note that there is a fee to use SSO, so please reach out to our team for pricing information.

Currently, we can set up SSO with the following identity providers:

  • Azure
  • AzureGov
  • Active Directory
  • Azure Active Directory (Azure AD)
  • Okta

To manage SSO settings, navigate to Settings → Personnel → User List, edit individual users, and enable or disable SSO for each user. For bulk updates, go to SSO Settings, where you can view and modify SSO assignments for multiple users at once.

Modifying SSO Settings for Individual Users

  1. Sign in to PSTrax using administrator credentials.

  2. Navigate to Settings → Personnel → User List.

  3. Locate and select the user whose login settings need to be modified.

  4. Click Edit, then find the SSO Setting option.

  5. Choose one of the following:

    • Yes – The user can only log in using SSO.
    • No – The user logs in using the traditional method (username and password).

  6. Click Save to apply the changes.

Managing SSO Settings for Multiple Users

  1. Navigate to Settings → Personnel → SSO Settings.

  2. View a list of users who are currently using or set up for SSO.

  3. Modify login methods in bulk:

    • Deselect users if they should log in traditionally.
    • Select users to require them to log in using SSO.

  4. Click Save to update the settings.

Troubleshooting Login Issues

  • If a user is unable to log in because they were previously using the traditional method but are now being prompted to use SSO, check their SSO settings.
  • If the SSO Settings option is not visible, it may be due to system configuration or user permissions.
  • For assistance, contact help@pstrax.com to resolve login issues.

Following these steps ensures that user authentication is properly managed across your organization.