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SSO is available for Enterprise customers only. If you’re not on an Enterprise subscription, contact our sales team to learn more.
Single Sign-On (SSO) enables your organization to authenticate users through your identity provider, providing centralized access control, enhanced security, and a seamless login experience.

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Supported Identity Providers

Relevance AI supports SSO through a wide range of identity providers via WorkOS, including:
  • Okta
  • Azure AD / Microsoft Entra ID
  • Google Workspace
  • Auth0
  • And many more
We support both SAML 2.0 and OIDC protocols. For a complete list of supported identity providers, see WorkOS Integrations.

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Prerequisites

Before setting up SSO, ensure you have:
  • Your organization’s email domain
  • IT admin contact at your organization
  • Admin access to your identity provider
Setting up SSO requires coordination between your Relevance AI representative and your IT administrator. Plan to have your IT admin available during setup.

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Setup Process

Contact Your Relevance AI Representative

Reach out to your Relevance AI representative to initiate SSO setup. Provide:
  • Your organization’s email domain
  • Contact information for your IT administrator
  • Your preferred identity provider (e.g., Okta, Azure AD, Google Workspace, Auth0, or others)

Receive Setup Link

Your IT administrator will receive an email with a setup link and instructions for completing the SSO configuration through WorkOS.
Your IT admin should refer to the WorkOS integration guide for your specific identity provider. Visit WorkOS Integrations and select your provider for detailed setup instructions. Don’t worry if you select the wrong one - the configuration can be redone.

Complete SSO Configuration

Your IT administrator will:
  1. Click the setup link provided in the email
  2. Complete the SSO configuration through the WorkOS interface
  3. Follow the WorkOS process: Using Admin Portal
Important: When clicking the setup link, your IT admin will be directed to your organization’s WorkOS environment (created by Relevance AI). They should not create a new WorkOS account. If they see a billing screen or are prompted to pay, they are in the wrong organization. Contact your Relevance AI representative if this occurs.
Admin permissions in your identity provider are required to complete this step.

Test SSO Connection

Your IT administrator should test the SSO connection to ensure it works properly.

Assign User Access

Your IT administrator will assign SSO access to the requested users in your identity provider system.

Confirm Setup

Contact your Relevance AI representative to confirm successful setup.

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Next Steps

Once SSO is configured, you can enhance your organization’s access management with these additional Enterprise features:

Role-Based Access Controls (RBAC)

Control user permissions at organization, project, and asset levels with granular role-based access controls.

Directory Sync and Groups

Sync your identity provider groups to Relevance AI for bulk user management and automated provisioning.

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Troubleshooting

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Frequently asked questions (FAQs)

The setup process typically takes 30-60 minutes once your IT administrator receives the setup link.
WorkOS is the SSO infrastructure provider that handles the secure connection between Relevance AI and your identity provider. You don’t need a WorkOS account - your IT admin will use it only during the setup process. When your IT admin clicks the setup link, they’ll be directed to your organization’s WorkOS environment that Relevance AI has already created. They should not see any billing screens or be prompted to create a new account.
No, each Relevance AI organization can only connect to one identity provider at a time. Contact your sales representative if you need to discuss alternative options.
Contact your Relevance AI representative. They will coordinate disabling your current SSO configuration and setting up a new one with your new identity provider.