If the firm is configured for SSO, Admins can enable a user for SSO login to access either the Cloud9 Admin Portal, Cloud9, or both the Cloud9 Admin Portal and Cloud9.
- Select the Users tab
on the Cloud9 Admin Portal.
- Hover over the row of the user you want to edit and click the Edit user details icon
.
- In the SSO Settings section, select the Cloud9 services the user must access via SSO in the SSO dropdown menu: Cloud9 (Trader), Cloud9 Admin Portal (Portal), or Cloud9 and Cloud9 Admin Portal (Trader and Portal).
- If the user’s SSO connection is based on a name rather than the default SAML ID, enter the desired name into the SSO User Name field.
Note: The SSO User Name must match exactly the one in the SAML Name field on the Enable Firm for SSO page (Go to the Firms tab, hover over a firm in the table and select the Edit button , scroll down the page, and click the Configure SSO button at the bottom of the page).
- Click the Save button at the bottom of the page. Once saved, instruct the user to log out and log back in to their Cloud9 application for the new settings to take effect.