Authentication > Integrate Okta
Authentication and SSO
Tallyfy offers free Single Sign-On (SSO) integration for customers on paid plans. SSO lets your team members log into Tallyfy using the same username and password they already use for other company systems (like their Microsoft, Google, Okta, or OneLogin accounts).
This means they don’t need a separate Tallyfy password, making login easier and more secure.
Benefit | Description |
---|---|
Better Security | Use your company’s existing security rules for Tallyfy logins. |
Easier User Access | Log in with familiar company usernames and passwords. |
Central Management | Manage who can access Tallyfy from your main identity system. |
Automatic Account Setup | New users can automatically get a Tallyfy account the first time they log in via SSO. |
Consistent Rules | Enforce the same login rules (like password complexity) everywhere. |
Fewer Support Tickets | No more “forgot Tallyfy password” requests for your IT team. |
Once SSO is set up:
- Users go to a special Tallyfy login link for your company.
- Tallyfy sends them to your company’s login page (e.g., Microsoft or Google login).
- They log in using their normal company password.
- They are automatically redirected back to Tallyfy, already logged in.
- If it’s their first time, Tallyfy might automatically create an account for them.

Tallyfy integrates easily with common systems:
- Microsoft’s main cloud login system.
- Supports advanced security features.
- Google’s login system for businesses.
- Works smoothly with other Google apps.
Google Workspace Setup Guide →
- A popular service focused on managing logins for many apps.
- Another service for managing access to different applications.
Tallyfy can connect with almost any other login system that uses the standard SAML 2.0 protocol. Contact Tallyfy support if you use a different system.
Setting up SSO requires technical steps in both Tallyfy and your company’s login system:
- You need someone with Admin access to both systems.
- Technical details (like URLs and security certificates) need to be copied between the systems.
- You need to configure how user information (like email and name) is sent to Tallyfy.
- You should test it thoroughly before making everyone use it.
- Choose the setup guide below that matches your company’s login system.
- Contact Tallyfy support or your account manager to let them know you want to set up SSO.
- Follow the steps in the guide carefully, working with your IT team.
- Test the login process with a few users.
- Announce the new login method to your organization.
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