SSO: Admin Enablement Guide

SSO

With SSO, you can log into your Storable FMS software (Edge, Sitelink, Easy) and the Storable SSO Portal with a single set of secure credentials. This system introduces Multi-Factor Authentication (MFA) to help prevent account compromise attacks. Before enabling SSO for your account, please read our SSO FAQ.

Once SSO is turned on for your organization, it will be enabled for all facilities on your account and cannot be turned off.

Before enabling SSO, we recommend communicating with your organization.


Enable SSO in your software

Sitelink

If you are ready to create your SSO User Account, enable SSO and MFA, and you are a Corp Administrator, log in to Corporate Control Center (CCC). Click the Enable SSO Setup option.

On the pop-up screen, click Enable SSO to proceed.

Next, log out and back in to Corporate Control Center to complete SSO setup.

If your corporation does not use Corporate Control Center, you can turn on SSO in SiteLink Web Edition on the Site Setup screen. This requires an Administrator or Owner role.



Edge

Before starting, ensure a role with access to your software is assigned as the default. If the Minimal Access Role is your default, you can change that role's permissions or assign a different role as the default.

At the Corporate level of your software, click the Settings tab. Then, click User Settings.

You’ll see a banner at the top of the page. Click Enable SSO from the banner.

Log out and back in to your software to complete SSO set up.

Easy

Navigate to Setup > Users & Roles.

You’ll see a banner at the top of the page. Click Enable SSO from the banner. Log out and back in to your software to complete SSO set up.

Create Your SSO Account

Once SSO has been enabled for your account, you will see the following prompt after entering your login credentials.

If you’re ready to proceed with SSO, click the checkbox for I confirm that I can set up SSO for my company, then click Continue.

Select I Do Not Have an SSO User Account.

Enter your login details (username/email, password, and confirm password).

  • The username must be a valid email address. Each username must be unique within your organization.

  • Passwords require at least one letter, one number, one special character, and at least 12 characters. Per PCI DSS requirements, passwords must be changed every 90 days.

Below the Login Details, enter your Profile Information (first name, last name, security question, and answer) and click Create User Account.

On the next screen, you’ll see a success message. Click Continue.

Enter your login credentials and click Continue.

Choose your Multi-Factor Authentication. These options are available:

  • Okta Verify

  • Authenticator App (such as Google Authenticator, Microsoft Authenticator, or Authy)

  • SMS (text message)

  • Email Authentication

  • Security Key or Biometric Authentication

Click Setup under your preferred option, then follow the instructions.

You can set the MFA challenge frequency to 7, 14 (default), 30, or 90 days.

Click Finish.

You will be notified that your old SiteLink username has been replaced with your new SSO User Account (your email address). Click Go to Onboarding Wizard to configure SSO for your organization.



Set up SSO For Your Organization

Click Get Started from the Welcome message.

Click Continue from the Onboarding Overview when you are ready to proceed.

Select your User Settings

  • Allowed Username Domains - Select Yes or No to require all users on your account to set up a username that ends in the same specific domain. For instance, you can require all usernames to end with @yourdomain. If you select Yes, you can enter a single domain or multiple domains. To add domains, enter the domain and press Enter.

  • Shared emails: All users must have an email address associated with their account. In this section, you will specify whether users will have unique email addresses or can use shared email addresses. We know many organizations use shared facility email addresses for their employees; however, we recommend assigning each user an individual company email address.

Users with shared email addresses will have the following limitations:
1. Each employee who shares an email address must create a unique username. The username doesn’t have to be a valid email, but must be formatted as an email address (Ex, john.doe@yourcompany.com). We recommend identifying the username format you wish your employees to use.
2. Employees with a shared email address may not be able to reset their own passwords via email and may need to contact an owner to obtain a temporary password.
3. If employees with a shared email make too many login attempts, they will be required to contact an owner to unlock their account

Click Submit once you have made your selections.

Security Settings

  • Lock-out policy - Choose whether users should be locked out of the system after a specified number of failed login attempts. If you choose Yes, select the maximum number of failed attempts (1-10).

  • Multi-Factor Authentication Methods - Select which MFA methods you will allow. You can select one or more of these options.

Click Save & Continue to proceed.

Configure SSO Enablement

A. If you’re ready to continue with user configuration, select whether SSO should be optional or required for users on your account.

Once you set SSO to required, you cannot make it optional again.

  • Optional: Existing users can skip using SSO to sign into SiteLink. Please note that they will be prompted to set up SSO at each login, but can skip it. All new users must use SSO.

  • Required: Users must use SSO to sign into SiteLink.

B. If you're not ready to continue configuring user settings, you can click Skip Configuring SSO. You can return to the Onboarding Wizard at any time. However, Owners who have access to all facilities on your account will see a prompt each time they log in to SiteLink until configuration is complete.

Click Save & Finish. The next time users on your account attempt to sign in to SiteLink, they will be redirected to the portal to complete their SSO registration.

Adding and editing users

Once SSO is enabled, your workflow for managing staff changes:

  • Adding/Deleting Users: These actions now take place in the Storable SSO Portal.

  • Managing Permissions: Detailed permissions (what they can do in Edge, SiteLink, or Easy) are still managed within each software as usual.

  • Do not manually add existing users to the SSO Portal. Simply have them log in to the software as usual; the system will guide them through creating their own SSO account and automatically link it.

📖 Learn more about adding and editing users in our article: SSO: User management.

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