Tallyfy provides free Single Sign-On (SSO) integration for all customers on paid plans - no hidden fees, no per-user charges. You can connect it to your existing corporate identity systems in about 30 minutes.
Here’s the deal: Your team members use their familiar company credentials from Microsoft Azure AD, Google Workspace, Okta, OneLogin, or other enterprise identity providers to access Tallyfy. No more password resets. No more IT tickets about forgotten logins. Just one set of credentials for everything.
Want maximum security? Paid plans include optional SSO-only enforcement settings that require everyone to authenticate exclusively through your designated identity provider. This means complete control over who accesses your workflows.
What are the strategic benefits of Tallyfy SSO integration?
Strategic Benefit
Description
Better Security
Use your organization’s existing security policies and multi-factor authentication for Tallyfy access
Streamlined User Experience
Let users log in with their familiar corporate username and password - no extra credentials to remember
Centralized Access Control
Manage all Tallyfy access permissions directly from your main identity management system
Automated Account Provisioning
New users automatically get Tallyfy accounts on first SSO login - no manual setup needed
Consistent Security Policies
Enforce the same authentication rules (password complexity, session timeouts) across all your systems
Less IT Support Burden
Eliminate “forgot Tallyfy password” support tickets and simplify user account management
How can SSO replace e-signatures for internal approvals?
SSO authentication creates legally defensible audit trails that can replace traditional e-signature solutions for internal company approvals. Think about it - why pay extra for e-signatures when SSO already proves who clicked “approve”?
Zero additional cost: Included free with all paid Tallyfy plans
Stronger identity verification: Corporate SSO confirms the approver’s identity through your company’s authentication system
Complete audit trail: Every approval gets logged with timestamp, user identity, and IP address
Seamless workflow: Approvers just complete their task - no jumping between tools
Legal compliance: SSO authentication meets requirements for internal corporate approvals in most jurisdictions
Common use cases for SSO-based approvals:
Purchase order approvals
Internal policy acknowledgments
Budget authorizations
Project sign-offs
Compliance confirmations
HR document approvals
How can I enforce SSO-only access for maximum security?
Some organizations need everyone - and we mean everyone - to authenticate through their corporate SSO. No exceptions. Tallyfy can lock down access so that SSO becomes the only way in.
What happens when SSO-only mode is activated?
Disabled Standard Authentication: Traditional email and password logins? Gone. Completely disabled organization-wide.
Identity Provider Provisioning: Can’t invite new members via email anymore - all users must come through your corporate identity provider.
This gives you total control over authentication and helps meet those strict compliance requirements. For the technical details and security implications, check our Compliance documentation on Mandatory Single Sign-On.
Got a different identity provider? As long as it supports SAML 2.0 (and most do), you’re good to go. Contact Tallyfy support to verify compatibility with your specific system.
What are the requirements for SSO setup?
Setting up SSO takes some coordination between your IT team and Tallyfy. Here’s what you’ll need:
Administrative Access: You need admin rights in both Tallyfy and your identity provider. No way around this one.
Technical Configuration Exchange: URLs, security certificates, and metadata need to be swapped between the systems - your IT team will know what these are.
User Attribute Mapping: Configure how user info (email, name, role) flows from your identity provider to Tallyfy.
Complete Testing: Test with different user types before rolling it out company-wide. Trust us on this.
How can I get started with SSO implementation?
Pick Your Provider: Check which setup guide matches your identity system (Azure AD, Google, Okta, or OneLogin).
Contact Support: Reach out to Tallyfy support or your account manager - they’ll walk you through the process.
Work With IT: Your IT team needs to be involved. They’ll handle the technical configuration on your identity provider’s side.
Test Everything: Run tests with users from different departments and roles. Catch issues before they affect everyone.
Roll It Out: Let your team know about the new login process. Most people are relieved they don’t need another password!
This comprehensive guide explains how to establish SAML-based Single Sign-On integration between Microsoft Azure Active Directory and Tallyfy through enterprise application creation SAML configuration and user provisioning setup that enables automated authentication for existing users and automatic account creation for new users accessing through the designated SSO URL.
A comprehensive walkthrough for setting up SAML Single Sign-On between OneLogin and Tallyfy by creating an application connector configuring SAML settings enabling user provisioning and testing the authentication flow.
The comprehensive guide outlines the process of implementing SAML-based Single Sign-On between Google Workspace and Tallyfy through application setup attribute mapping and user access configuration for automated authentication.
A comprehensive walkthrough for implementing SAML-based Single Sign-On between Okta and Tallyfy through application configuration user attribute mapping and SSO activation for automated user authentication and provisioning.
