Tallyfy provides free Single Sign-On (SSO) integration for all customers on paid plans, enabling smooth authentication through existing corporate identity systems and enterprise security frameworks.
SSO integration lets team members access Tallyfy using familiar company credentials from Microsoft Azure AD, Google Workspace, Okta, OneLogin, or other enterprise identity providers. This gets rid of separate password management burdens while seriously improving security through centralized authentication and access control.
For organizations that need maximum security compliance, paid plans include optional SSO-only enforcement settings that require exclusive authentication through designated identity providers, ensuring complete adherence to corporate security policies.
What are the strategic benefits of Tallyfy SSO integration?
Strategic Benefit
Description
Better Security
Use your organization’s existing advanced security policies and multi-factor authentication for Tallyfy access
Streamlined User Experience
Enable smooth login using familiar corporate usernames and passwords without additional credential management
Centralized Access Control
Manage comprehensive Tallyfy access permissions directly from your primary identity management system
Automated Account Provisioning
New users automatically get Tallyfy accounts upon first SSO login, getting rid of manual setup processes
Consistent Security Policies
Enforce uniform authentication rules including password complexity and session management across all systems
Less IT Support Burden
Get rid of “forgot Tallyfy password” support requests and streamline 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. Here’s why this matters:
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 is logged with timestamp, user identity, and IP address
Seamless workflow: Approvers simply complete their task - no external tools needed
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?
For organizations that need the highest level of authentication control and security compliance, Tallyfy can be configured to enforce mandatory “SSO only” access. This configuration ensures that all organizational members, without exception, must authenticate exclusively through your designated Single Sign-On provider.
What happens when SSO-only mode is activated?
Disabled Standard Authentication: Traditional email and password logins are completely disabled organization-wide.
Identity Provider Provisioning: The ability to invite new members via email is turned off; all users must be provisioned through your corporate identity provider.
This complete enforcement ensures strict adherence to corporate authentication policies and regulatory compliance requirements. For detailed technical specifications and security implications, check our Compliance documentation on Mandatory Single Sign-On.
How does the SSO authentication flow work with Tallyfy?
Once SSO integration is properly configured:
Organizational Login Portal: Users access a customized Tallyfy login link specific to your organization.
Identity Provider Redirect: Tallyfy automatically redirects users to your company’s designated login portal (such as Microsoft Azure AD or Google Workspace).
Corporate Authentication: Users authenticate using their standard corporate credentials and any required multi-factor authentication.
Seamless Return: Users are automatically redirected back to Tallyfy with authenticated access established.
Automatic Account Provisioning: First-time users get automatically provisioned Tallyfy accounts based on identity provider attributes.
What identity providers does Tallyfy support?
Tallyfy integrates seamlessly with leading enterprise identity management systems:
Microsoft Azure Active Directory (Azure AD)
Microsoft’s complete enterprise cloud identity and access management platform.
Supports advanced security features including conditional access and multi-factor authentication.
Tallyfy supports integration with virtually any enterprise identity system implementing the industry-standard SAML 2.0 protocol. Contact Tallyfy support for compatibility verification with your specific identity provider.
What are the requirements for SSO setup?
Setting up SSO integration needs coordinated technical configuration across both Tallyfy and your organization’s identity management system:
Administrative Access: Personnel with admin privileges in both Tallyfy and your identity provider are needed.
Technical Configuration Exchange: Critical technical details including URLs, security certificates, and metadata must be accurately configured between systems.
User Attribute Mapping: Proper setup of user information transmission (including email, name, and role attributes) from your identity provider to Tallyfy.
Complete Testing: Thorough testing across various user scenarios before organization-wide deployment.
How can I get started with SSO implementation?
Identity Provider Selection: Choose the right setup guide for your organization’s identity management system.
Tallyfy Support Engagement: Contact Tallyfy support or your dedicated account manager to start SSO configuration planning.
Collaborative Implementation: Execute the configuration steps carefully in coordination with your IT team and identity management administrators.
User Acceptance Testing: Do thorough testing of the authentication flow with representative users across different roles.
Organization-wide Deployment: Tell your organization about the new authentication method and provide transition guidance.
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.
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.
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.
