Partner and customer portals · Single Sign-On

Let partners, customers, and your team sign in with the logins they already use.

Connect your company's identity provider to the portal with SAML 2.0, or let users sign in with Google, LinkedIn, Facebook, or X through OAuth. With user provisioning turned on, the portal creates a user the first time someone signs in through your identity provider.

SAML and OAuthcompany identity providers and social logins
Automaticuser accounts created on a person's first sign-in
Identity providerthe portal login can sign users in to your other apps
SAML 2.0 sign-in

Employees, partners, and customers sign in through your identity provider with SAML 2.0.

Turn on SAML in the portal's security settings, then add each identity provider's sign-in URL and certificate.

Choose how users are matched

The identity provider identifies each person by their Magentrix username, user ID, or federation ID – you pick which.

More than one identity provider

Add more than one SAML identity provider to the portal, each set up with its own sign-in URL and certificate.

A button for each provider

Show a login button on the sign-in page, labeled with the identity provider's name.

Send users to a Custom Hub

Associate an identity provider with a Custom Hub, so the people who sign in through it land in that hub.

Your own logout and error pages

Send users to a page you choose when they log out, or when a sign-in fails.

Automatic user accounts

The portal can create a user the first time someone signs in.

Turn on user provisioning for a SAML identity provider, and the details it sends at sign-in become a new portal user. You don't have to create each user by hand before they sign in.

Built from the sign-in details

The identity provider sends the person's name, email, and username, plus optional fields such as title, phone, language, and time zone.

The right type of user

A role value sets whether the new user is an employee, a partner, or a customer. If no role is sent, the portal uses the default role from your self-registration settings.

Linked to the user's company

For partner and customer users, the portal can create the account and contact, or match existing ones – an account by ID or name, a contact by ID or email.

A default account as a fallback

If no account is sent, the portal can place the user in a default account you set in your self-registration settings.

Magentrix as your identity provider

Users can sign in to your other applications with their portal login.

Turn on Magentrix as a SAML identity provider, then add each application that should accept the portal login.

Add each application

Enter the application's entity ID and the URL that receives the sign-in, and upload the application's certificate.

Send the details each application needs

Choose the SAML attributes each application receives, built from user fields, functions, or fixed text, which supports creating the user in that application on first sign-in.

Limit access by security role

Choose which security roles can sign in to each application.

Signed and encrypted sign-ins

Sign the SAML assertion, encrypt it, or both, for each application.

OAuth

OAuth signs people in with social accounts and lets approved applications connect to the portal.

Magentrix uses OAuth for social logins, for AI tools that work with portal data, and for its connections to Slack, Microsoft Dynamics 365, and SharePoint.

Sign in with Google, LinkedIn, Facebook, or X

Add each one as an authorization provider in Connected Apps with its OAuth key and secret. Users link the account from their profile, then sign in with it.

GoogleLinkedInFacebookX

AI tools connect with each user's permission

External AI assistants register with the portal through OAuth 2.1, and each user chooses whether to allow access. Read and write are separate permissions, and a tool can only do what that user's role allows.

Slack workspaces

Connect a Slack workspace through OAuth 2.0. Magentrix stores the tokens Slack issues securely, and the granted scopes set what it can do in Slack.

Slack

Microsoft Dynamics 365 and SharePoint

Connect Magentrix to Dynamics 365 and SharePoint through OAuth 2, using an app you register in Microsoft Entra.

Microsoft Dynamics 365Microsoft SharePointMicrosoft Entra ID
Questions

Single sign-on, answered.

Which identity providers can we use?
Identity providers that support SAML 2.0. Each one is added to the portal with its sign-in URL and certificate.
Can we connect more than one identity provider?
Yes, with one exception. The identity provider tells the portal who is signing in by sending the user's Magentrix username, user ID, or federation ID. If you choose federation ID, only one identity provider can be used.
Does a user need a portal account before signing in with SSO?
Not for SAML sign-ins with user provisioning turned on. The portal creates the user at first sign-in, and for partner and customer users it can create or link their account and contact. Social logins work differently: users link a social account to the portal account they already have.
Can we also require two-factor authentication?
Yes, as a separate setting. Codes can come from an authenticator app, email, or SMS, and you choose whether to ask on every login or only on devices the portal doesn't recognize.

Let partners and customers sign in to your portal without another password.

Connect your identity provider, create users automatically at first sign-in, and use the portal to sign people in to your other applications.