Summary
Single Sign-On (SSO) lets you access Trail using your existing Google or Microsoft account—without needing a separate Trail password. It improves security, saves time, and simplifies account management across your organisation.
With SSO enabled:
Users log in to Trail using Google or Microsoft
Fewer passwords to remember and reset
Stronger security (often paired with 2FA)
Centralised login monitoring for admins
Only affects staff users (advisers & support)—clients are not impacted
Benefits of Using SSO
Convenience & Productivity
One username and password
Faster access—no repeated logins
Fewer forgotten passwords and resets
Security Benefits
Fewer passwords = lower risk
Works with two-factor authentication (2FA)
Reduced phishing risk (fewer login prompts)
Centralised monitoring of login activity
How to Enable SSO for Your Organisation
SSO is enabled by the Trail Team.
To request SSO:
Email support@gettrail.com, or
Use the in-app chat in Trail
Once enabled, SSO becomes available to all users in your organisation.
How Existing Users Enable SSO (Step-by-Step)
Step 1: Open Security Settings
Log in to Trail
Go to Settings
Open the Security Centre
Step 2: Enable SSO
In the Security Centre, select Enable SSO
Choose your preferred provider:
Google
Microsoft
Step 3: Sign In with Your Provider
You’ll be redirected to Google or Microsoft
Sign in using your existing account
Approve the connection
✅ Once enabled, you can log in using SSO in addition to your existing login.
Creating a New User Account with SSO
For new team members, SSO makes onboarding simple.
What happens for new users:
They start the Trail sign-up process
Creating a new account with SSO
For new users, they will simply be prompted to create their account using SSO when they sign up to Trail.
2. Trail prompts them to choose:
Google SSO, or
Microsoft SSO
Instead of the usual process of signing up with an email and password chosen by them.
Managing SSO as an Administrator
Company Administrators can manage SSO usage across the organisation.
Where to view SSO users:
Go to Settings
Open Users & Teamss, allowing you to keep track of who is using this, and how up to date they are.
Here you can:
See which users have SSO enabled
Monitor adoption across advisers and staff
Keep security standards consistent
Important Notes
SSO only applies to your organisation’s users
Clients are not affected
Client login and portal access remain unchanged
Users can still access Trail even if SSO is not enabled (unless your organisation enforces it)
Best Practice Recommendations💡
Enable SSO alongside 2-Factor Authentication (2FA) for maximum security
Encourage all staff to switch to SSO
Regularly review SSO status in Users & Teams
Use SSO for faster onboarding and offboarding