In this article you will learn:
What is Single Sign-On?
What are the benefits of Single Sign-On?
How do I turn this on and set this up?
How will Single Sign-On impact my existing and current users?
What is Single Sign-On?
Single Sign-On (SSO) is a way to log in once and get access to all your work tools without needing to enter your password multiple times. Instead of remembering separate logins for email, files, Trail, and other systems, SSO lets you use one secure login to access everything.
What are the benefits of Single Sign-On?
There are many benefits to using SSO, including:
Convenience: You only need to remember one username and password.
Time-saving: No more logging in to each app separately — one sign-in gets you everywhere.
Fewer password resets: With fewer accounts to manage, you're less likely to forget a password.
However, the key benefit is the added security this adds to your account. They key security benefits include:
Fewer passwords, less risk: SSO reduces the number of passwords you need to remember — and reuse — this lowers the chance of using weak or repeated passwords that can be easily guessed or stolen.
Stronger authentication: SSO often works with two-factor authentication (like a text message code or app approval), adding another layer of security to your login.
Reduced phishing risk: Because you log in less often, there are fewer chances for fake login pages to trick you into giving away your password.
Improved monitoring: All logins go through a single, secure system, making it easier for IT to spot anything unusual and act fast.
How do I enable SSO for my Organisation?
Single Sign-On can be enabled on by the Trail Team at your request. Please email us at support@gettrail.com or use that chat in Trail.
How do my existing users change to SSO for their login?
Once SSO is enabled for your Organisation, your existing team members will be able to activate this in their Settings.
From the Security Center page in their Settings:
They will be able to enable SSO for either Google or Microsoft:
Which will let them log in using that moving forward in addition to their existing log in.
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.
Trail will ask them to choose either Google or Microsoft SSO when signing up to Trail:
Instead of the usual process of signing up with an email and password chosen by them.
Managing SSO for your Organisation
As a Company Administrator, you'll be able to view which users in your account have enabled their SSO in the "Users & Teams" page of your settings, allowing you to keep track of who is using this, and how up to date they are.
Please note that enabling SSO will only impact your organisation (your advisers and support staff) and will not impact your clients at all. Their log in and account setup process will remain unaffected.