Summary (TL;DR): Connect Procurify to your Identity Provider (IdP) to centralize user authentication and enhance spend management security.
Prerequisites
Superuser access in Procurify.
Administrator privileges in your Identity Provider (Azure, Okta, or OneLogin).
An active subscription plan that includes SSO (contact your Procurify Account Manager for verification).
Procedure
1. Initiate Configuration
To begin the integration process, you must coordinate with Procurify internal teams to enable the feature on your specific domain.
Contact your Procurify Account Manager or Customer Success Manager to request SSO activation.
Confirm which Identity Provider your organization utilizes (Azure, Okta, or OneLogin).
Receive the unique metadata or endpoint URLs required for your specific Procurify domain.
2. Configure Your Identity Provider (IdP)
Follow the specific requirements for your provider to ensure a secure handshake between systems.
Azure Setup:
Okta Setup:
OneLogin Setup:
3. Finalize Activation
Once the IdP side is configured, verify the connection to prevent lockout.
Test the login flow on a single user account before enforcing SSO for the entire domain.
Confirm that the Procurify mobile app correctly redirects to your SSO login page.
Next Steps
After SSO is active, notify your users that their standard Procurify passwords will no longer work. You should then review your user list to ensure all Account Code permissions and approval routing remain accurate for the synced users.