1. Ensure all users have unique emails to login with (with SSO users cannot share usernames/PWs)
2. Contact your CSM to coordinate when SSO will be turned on for your firm.
3. Register Centerbase on Microsoft Azure AD
4. Download Add-Ins (
Word and
Admin and
Outlook)
5. Your CSM will activate SSO for your site
6. You will see a new login screen next time you login to Centerbase