How to convert users to SSO in Jostle

System Admins can convert users from a Jostle-managed password to the SSO authentication. To do this, SSO must already be set up. Learn more about SSO here.

Tip: We recommend first converting or creating a small portion of users initially to validate.

Convert an existing user to SSO

If SSO is configured, System Admins can convert a user to SSO as follows:

1. Go to Admin Settings > User Accounts and Data > Edit, Re-invite, Disable Users.
2. Search for the desired user, and click the Edit link by their name.
3. Near the bottom of the Required Information select "Single Sign On (SSO) Credentials" under "Login Authentication method".
4. Click the Save Changes. The system will send a new invitation email.

Converting a batch of users to SSO

System Admins can also convert users to SSO in bulk, as follows:

1. Extract a copy of your full user list via Admin Settings > User Data to/from Other Systems > Extract/Manage All User Data (CSV). This gives you a CSV file which opens in any spreadsheet editor.
2. Delete rows for any users you do not want to re-invite. These users will remain unmodified in Jostle.
3. Delete all the columns, other than Username column. This ensures that you don't inadvertently overwrite data that you don't intend to change.
4. Add a column to the CSV file, "InviteForAuthenticationMethod" and list "SSO" in each user's row to be converted. 
5. Import the updated spreadsheet via Administration Settings > User Data to/from Other Systems > Import Users (CSV) > Jostle User Template. In that page, select Invite: 'As specified in import file' > Choose File & Upload. The system will send a new invitation email to each user being converted.