Heymarket’s SAML-based single sign-on (or SAML SSO) feature provides your team with access to the Heymarket platform through an identity provider (IdP) of your Account Administrator’ choice.
Rules
SAML SSO can only be configured by Account Owner/Administrators on a Team level.
The SSO process applies to the domains that you add to the SAML SSO settings. Any users (team and inbox members) with these domains must log into Heymarket via the SSO option using their identity provider credentials.
The only exception to this rule is for Heymarket Account Owner/Administrators, who retain the ability to authenticate using a password.
Configuring your IdP
Heymarket Account Administrators can configure SAML SSO in the Users tab, located in the Administration section of the Heymarket web app.
1. Assign a domain to the SAML configuration
2. Select the IdP you wish to configure
3. Follow the configuration steps provided by the IdP
Signing in
Once an Account Administrator enables SAML SSO, end-users (team and inbox members) will be able to sign-in using their email address from the Team’s approved domains in settings.
Signing in when part of multiple teams
A team or inbox member can only be part of SAML configuration since it has exclusive use of an email domain.
If an existing user is already associated with a SAML configuration, they will need to use their IdP to sign in to their Heymarket account.
Once authenticated, the user will be able to switch teams within their Heymarket account.
Being Prompted for Admin Approval
Sometimes, new users will be prompted to 'admin approval' when signing in with SSO for the first time. This could be because the admin in your SSO organization added an approval process for the new user to use any external application. Your SSO admin would either need to remove the approval process for the app or approve the Heymarket application for organizational use and ensure tenant-wide consent is granted for all users. Below are external instructions for your SSO admin to remove the approval process if needed:
Availability
SAML SSO is available as an add-on for Accounts with Enterprise plans. If you already have an Enterprise plan, please contact our Customer Support team through the in-app Support Chat or text us at (415) 562-0100
Not sure what type of account you have? Check out the Subscription tab in the Administration section of the Heymarket web app or ask your Heymarket Team Administrator.
Interested in upgrading? Meet with a Growth Advisor.
Need additional support?
We’re here to help you get set up quickly. If you need additional help setting up SAML SSO for your account, feel free to contact us through the in-app Support Chat or text us at (415) 562-0100.