SSO

The step-by-step guide for adding SSO

SSO is a premium feature available only with our EXPERT package for PerfectScale’s paying customers. Contact [e-mail] to learn more about how to gain access to this feature.

Setting up a new SSO connection

Setting up a new SSO connection is a simple process that can be completed in just a few steps.

1. Access Organization Settings by clicking on the Profile button and selecting it from the list.

2. Go to the SSO tab and click on the Setup SSO Connection button.

3. Select your provider and follow a step-by-step guided SSO process that is located in the app. The following IDPs are available:

   • SAML:

     1. Okta

     2. Azure

     3. Custom

   • OpenID:

     1. Okta

     2. Custom

SSO

Domain validation

PerfectScale recommends updating the domain in the DNS records. This allows verified end users to use their domain for SSO configuration without verifying domain ownership through DNS.

How to access DNS settings

1. To access your DNS settings, log in to your domain registrar's account (e.g., GoDaddy, Namecheap, Google Domains, etc.).

2. Navigate to the DNS settings or DNS management section of your domain.

If you encounter any issues accessing your DNS records, please reach out to us at [e-mail] or in our Slack community.

How to add a TXT record

1. After accessing the DNS settings, find the option to add a new record.

2. Choose TXT as the record type.

3. Depending on your registrar's requirements, you may leave the Name or Host field blank or enter @.

4. For the Value field, input the TXT record value provided by the Auth Provider. This value is unique to your configuration and can be found in your Organization Settings.

5. Make sure to save or apply the changes to add the TXT record to your DNS settings.

6. Once the process is complete, the authentication provider should detect the record and validate your domain.

DNS TXT record changes usually apply within minutes to a few hours, but full global propagation can take up to 48 hours.