IdP Priority - Custom Authentication | Admin Guide - Zoho Directory

Reorder IdP priority

Prerequisites

Permissions required to perform this action :
  1. Edit IdPs

Reorder IdP priority:



When multiple IdPs are added, IdP priority plays an important role in deciding which ones are applicable to which groups of users. Apart from the multiple IdPs that are added, there is a Default IdP that is enforced for every user in your organization. If an employee is excluded from every other IdP, they can still sign in through the Default IdP. However, even the Default IdP can be excluded for certain users. If that's the case, then they will need to sign in using their Zoho Directory credentials. 
 
Let's look at an example on how IdP priority works.
 
There are three IdPs added in addition to the Default IdP, namely, Okta, OneLogin, and Azure. Now, assume the IdP priority list is as follows:
  1. Okta
  2. OneLogin
  3. Azure
  4. Default
There are also three groups, namely, Austin Office, Pleasanton Office, and Dallas Office. The following table indicates which employees fall in which groups.
 
 
Valerie
Sally
Gideon
Roy
Austin Office
x
x


Pleasanton Office
x

x

Dallas Office




 
While setting up Okta, you enforce it for the Austin Office group, and exclude none.
 
 
Valerie
Sally
Gideon
Roy
Austin Office
x
x


Pleasanton Office
x

x

Dallas Office




 
This means  Gideon and Roy will be enforced to sign in through Okta .
 
Next, while setting up OneLogin, you enforce it for the Austin Office group, and exclude the Dallas Office group.
 
 
Valerie
Sally
Gideon
Roy
Austin Office
x
x


Pleasanton Office
x

x

Dallas Office




 
From the table, it is clear that OneLogin is not enforced for any employee.
 
The next IdP in the list is Azure. While setting up Azure, you enforce it for the Dallas Office group, and exclude it for the Pleasanton Office group.
 
 
Valerie
Sally
Gideon
Roy
Austin Office
x
x


Pleasanton Office
x

x

Dallas Office




 
Because Sally and Roy are excluded, that leaves Valerie and Gideon.
Between Valerie and Gideon, only Valerie will be enforced to sign in through Azure, as Gideon has already signed in through Okta.
Finally, the Default IdP is enforced for Sally as she was excluded from all the previous IdPs.
 
Employee
IdP
Valerie
Azure
Sally
Default
Gideon
Okta
Roy
Okta
 
Groups can be excluded from signing in through the Default IdP as well. From our example, if the Dallas Office group is excluded from the Default IdP, then all the employees will be required to sign in using their Zoho Directory credentials. However, since Valerie, Gideon, and Roy have already signed in through their respective IdPs, only Sally will need to sign in using her Zoho Directory credentials instead of being redirected to the IdP.

To reorder the IdP priority:

  1. Sign in to Zoho Directory, then click Admin Panel in the left menu.
  2. Go to Security, then click Custom Authentication.
  3. Click and drag to reorder the policies. The top policy has the highest priority.
Using the above steps, you can make any of the added IdPs top priority; employees will be required to sign in through an IdP according to the new list. 


        Create. Review. Publish.

        Write, edit, collaborate on, and publish documents to different content management platforms.

        Get Started Now


          Access your files securely from anywhere

            Zoho CRM Training Programs

            Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

            Zoho CRM Training
              Redefine the way you work
              with Zoho Workplace

                Zoho DataPrep Personalized Demo

                If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

                Zoho CRM Training

                  Create, share, and deliver

                  beautiful slides from anywhere.

                  Get Started Now


                    Zoho Sign now offers specialized one-on-one training for both administrators and developers.

                    BOOK A SESSION







                                Quick LinksWorkflow AutomationData Collection
                                Web FormsEnterpriseOnline Data Collection Tool
                                Embeddable FormsBankingBegin Data Collection
                                Interactive FormsWorkplaceData Collection App
                                CRM FormsCustomer ServiceAccessible Forms
                                Digital FormsMarketingForms for Small Business
                                HTML FormsEducationForms for Enterprise
                                Contact FormsE-commerceForms for any business
                                Lead Generation FormsHealthcareForms for Startups
                                Wordpress FormsCustomer onboardingForms for Small Business
                                No Code FormsConstructionRSVP tool for holidays
                                Free FormsTravelFeatures for Order Forms
                                Prefill FormsNon-Profit

                                Intake FormsLegal
                                Mobile App
                                Form DesignerHR
                                Mobile Forms
                                Card FormsFoodOffline Forms
                                Assign FormsPhotographyMobile Forms Features
                                Translate FormsReal EstateKiosk in Mobile Forms
                                Electronic Forms
                                Drag & drop form builder

                                Notification Emails for FormsAlternativesSecurity & Compliance
                                Holiday FormsGoogle Forms alternative GDPR
                                Form to PDFJotform alternativeHIPAA Forms
                                Email FormsFormstack alternativeEncrypted Forms

                                Wufoo alternativeSecure Forms

                                TypeformWCAG


                                    All-in-one knowledge management and training platform for your employees and customers.

                                              Create. Review. Publish.

                                              Write, edit, collaborate on, and publish documents to different content management platforms.

                                              Get Started Now




                                                                You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                                    Manage your brands on social media


                                                                      • Desk Community Learning Series


                                                                      • Digest


                                                                      • Functions


                                                                      • Meetups


                                                                      • Kbase


                                                                      • Resources


                                                                      • Glossary


                                                                      • Desk Marketplace


                                                                      • MVP Corner


                                                                      • Word of the Day


                                                                      • Ask the Experts


                                                                        Zoho Sheet Resources

                                                                         

                                                                            Zoho Forms Resources


                                                                              Secure your business
                                                                              communication with Zoho Mail


                                                                              Mail on the move with
                                                                              Zoho Mail mobile application

                                                                                Stay on top of your schedule
                                                                                at all times


                                                                                Carry your calendar with you
                                                                                Anytime, anywhere




                                                                                      Zoho Sign Resources

                                                                                        Sign, Paperless!

                                                                                        Sign and send business documents on the go!

                                                                                        Get Started Now




                                                                                                Zoho TeamInbox Resources





                                                                                                          Zoho DataPrep Demo

                                                                                                          Get a personalized demo or POC

                                                                                                          REGISTER NOW


                                                                                                            Design. Discuss. Deliver.

                                                                                                            Create visually engaging stories with Zoho Show.

                                                                                                            Get Started Now








                                                                                                                                • Related Articles

                                                                                                                                • Set up custom authentication for Zoho Directory

                                                                                                                                  Prerequisites Roles required to perform this action : Organization Owner Organization Admin Set up custom authentication for Zoho Directory: Custom authentication enables both SAML and JWT single sign-on (SSO) from your preferred identity providers ...
                                                                                                                                • Add an IdP

                                                                                                                                  Prerequisites Permissions required to perform this action : Add IdPs Add an IdP: Sign in to Zoho Directory, then click Admin Panel in the left navigation menu. Go to Security, then click the Custom Authentication tab. If you are adding your first ...
                                                                                                                                • Deactivate/Activate an IdP

                                                                                                                                  Prerequisites Permissions required to perform this action : Configure SSO Deactivate/Activate an IdP: After you add an IdP, you can either activate or deactivate it. If you activate an IdP, it will be applied to certain users based on the priority. ...
                                                                                                                                • Custom authentication with CyberArk

                                                                                                                                  Prerequisites Roles required to perform this action : Organization Owner Organization Admin Configure SAML with CyberArk Sign in to the CyberArk admin console. Click Web Apps under Apps in the left pane. Click Add Web Apps, then search for "Zoho". ...
                                                                                                                                • Edit IdP details

                                                                                                                                  Prerequisites Permissions required to perform this action : Edit IdPs Edit IdP details: Sign in to Zoho Directory, then click Admin Panel in the left navigation menu. Go to Security, then click the Custom Authentication tab. Click the IdP whose ...
                                                                                                                                  Wherever you are is as good as
                                                                                                                                  your workplace

                                                                                                                                    Resources

                                                                                                                                    Videos

                                                                                                                                    Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                                    eBooks

                                                                                                                                    Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                                    Webinars

                                                                                                                                    Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                                    CRM Tips

                                                                                                                                    Make the most of Zoho CRM with these useful tips.



                                                                                                                                      Zoho Show Resources