IdP Priority - Custom Authentication | Admin Guide - Zoho One

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 One 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 One 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 One credentials instead of being redirected to the IdP.

To reorder the IdP priority:

  1. Sign in to Zoho One, then click Directory 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. 

    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 Links Workflow Automation Data Collection
                          Web Forms Enterprise Begin Data Collection
                          Interactive Forms Workplace Data Collection App
                          Offline Forms Customer Service Accessible Forms
                          Digital Forms Marketing Forms for Small Business
                          HTML Forms Education Forms for Enterprise
                          Contact Forms E-commerce Forms for any business
                          Lead Generation Forms Healthcare Forms for Startups
                          Wordpress Forms Customer onboarding Order Forms for Small Business
                          No Code Forms Construction RSVP tool for holidays
                          Free Forms Travel
                          Prefill Forms Non-Profit

                          Intake Forms Legal

                          Form Designer HR

                          Card Forms Food
                          Assign Forms Photography

                          Translate Forms Real Estate
                          Electronic Forms

                          Notification Emails for Forms Alternatives
                          Holiday Forms Google Forms alternative 
                          Form to PDF Jotform alternative





                                            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

                                                  Zoho Desk Resources

                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                    Zoho Marketing Automation

                                                      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 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

                                                                                                              • Add an IdP

                                                                                                                Sign in to Zoho One, then click Directory in the left navigation menu. Go to Security, then click the Custom Authentication tab. If you are adding your first IdP, click Add Identity Provider. Otherwise, click Add IdP. Enter the name of your IdP in ...
                                                                                                              • 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. They will then have to sign in with SSO via this IdP. If you deactivate an IdP, then users who were ...
                                                                                                              • Edit IdP details

                                                                                                                Sign in to Zoho One, then click Directory in the left navigation menu. Go to Security, then click the Custom Authentication tab. Click the IdP whose details you want to edit. Note:   The "Default" IdP can neither be renamed, nor can it be applied to ...
                                                                                                              • Delete an IdP

                                                                                                                If an IdP is deleted, users who were using that IdP to sign in will be redirected to sign in via a different IdP based on priority. However, if they are excluded from the other IdPs, they will have to sign in using their Zoho One credentials. The ...
                                                                                                              • Set up custom authentication for Zoho One

                                                                                                                Custom authentication enables both SAML and JWT single sign-on (SSO) from your preferred identity providers (such as Okta or OneLogin) to Zoho One. You can set up custom authentication for a specific user group or all users in the organization.    ...
                                                                                                                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