Setting Up Single Sign-On (SSO) on Chat To Clients CRM

Chat To Clients CRM supports Single Sign-On (SSO) using the OpenID Connect (OIDC) protocol. With SSO, agencies can allow users to log in to Chat To Clients CRM with their organizational credentials, improving security and simplifying access.

Currently, Chat To Clients CRM supports OIDC only. SAML is not yet supported, but it is part of the future roadmap.

Table of Contents

• Navigation and Access
• Setup Flow
• Testing and Enabling SSO
• Editing or Deleting an Existing Configuration
• Provider-Specific Guides
• Current Limitations
• Troubleshooting Common Errors
• FAQs

Navigation and Access

• Go to Labs page and enable Single Sign On (SSO) feature flag for your agency
  
  

  • ⚠️ Only needed before 3rd November, after that the feature will be enabled by default
    
    

• Navigate to: Company Settings → Single Sign-On (SSO)
  
  

• All agency admins can view and configure SSO.
  
  

• You’ll see an “Enable SSO” CTA to initiate the setup flow.

Prerequisites

Before enabling SSO, two conditions must be met:

1. Your agency must be on the $497 plan.
   
   

2. A Whitelabel domain must already be configured.

Setup Flow

Step 1: Client ID & Secret

• Method of Authentication: Locked to OIDC (SAML will be supported in the future).
  
  

• Client ID: The identifier issued by your IdP
  
  

• Secret: A secure key generated by your IdP, used by Chat To Clients CRM to prove its identity when making requests.
  
  

  • ℹ️ See FAQs
    

Step 2: OIDC Configuration

You can configure this automatically or manually:

1. Automatic Discovery (recommended)
   
   

   • Select Yes for “Use OIDC Config URL.”
     
     

   • Enter the OIDC Config URL from your IdP (usually: https://<idp>/.well-known/openid-configuration).
     
     

2. Manual Configuration
   
   

   • Enter the following endpoints from your IdP:
     
     

     • Authorization URL
       
       

     • Token Endpoint
       
       

     • User Info Endpoint

Additional notes:

• Scopes: Define what data Chat To Clients CRM can retrieve. At minimum, openid is required.
  
  Adding profile and email is recommended.
  
  

  • ℹ️ See FAQs
    
    

• Redirect URL:
  
  

  • Prefilled by Chat To Clients CRM.
    
    

  • If not, it should follow this pattern: https://<your-whitelabel-domain>/login/sso

• This Redirect URL must be whitelisted in your IdP configuration.
  
  

• ⚠️ Editing the Redirect URL is not advisable unless correcting it to match the correct pattern.
  
  

• ℹ️ See FAQs
  

Step 3: User Details Mapping

We need to link the user information from your IdP to Chat To Clients CRM so the same user is correctly recognized across both systems.

Fields to complete:

• Remote ID Field (required): The unique user ID from your IdP (e.g. sub in OIDC, oid in Azure). Ensures consistent identification of the same user across platforms.
  
  

• ID Field (optional): The Chat To Clients CRM user ID. Use if you want to map directly to existing Chat To Clients CRM users.
  
  

• Email Field: The user’s email address field in your IdP (e.g. email, userPrincipalName). Helps confirm and map user identities.
  
  

  • Please make sure that this field is unique to each user in your system.
    
    

  • This is what we will use to update user email in our data.
    
    

• Email Verified Field (required): Ensures the email has been validated by your IdP. Prevents unverified or spoofed accounts from accessing Chat To Clients CRM.
  
  

  • Ex: email_verified
    
    

  • ℹ️ See FAQs
    

Step 4: Review & Finish

• Double-check all entries.
  
  

• Save the configuration.
  
  

• After completing the setup, you’ll see three collapsible sections:
  
  

1. SSO Configuration – Displays the configuration you entered.
   
   

2. Test Status – Allows you to run an automated test to validate the setup. Until a test passes successfully, you cannot enable SSO.
   
   

3. Additional Settings – Includes toggles to enable SSO for the agency and optionally hide other login methods (Email and Google).
   
   

• Proceed to testing.
  

Testing and Enabling SSO

• After configuring SSO, testing the config is mandatory.
  
  

• Unless a successful test is carried out, SSO Toggle cannot be turned on.
  
  

• To perform a test: -
  
  

  • In the test section, click on “Start Test” button to initiate a new Test
    
    

  • Or, Click on the three dotted menu from top right, click on “Test Configuration” option.
    
    

    • This will mimic SSO Login flow, take the tester to IdP, prompt you to login.
      
      

    • Once done, this will redirect you back to the Company Settings SSO tab with updated test status.
      
      

    • If successful, you can proceed to enabling SSO. If failed, you will see some error message to prompt what could be wrong. A list of common errors has been attached.
      
      

    • If there are any issues in the IdP Config, you will see the errors with your IdP.
      
      

    • NOTE: if the SSO Config is updated after performing a test, all the tests will be marked as “EXPIRED”. The test will no longer be considered valid, all your SSO toggles will get reset.
      
      This will require you to perform a new Test to enable SSO for your agency again.
      
      

ℹ️ Troubleshooting Common Errors

Editing or Deleting an Existing Configuration

• Editing an SSO config invalidates prior test results and disables SSO by default. You must re-test and re-enable.
  
  

• The Hide other login options toggle will not work until SSO is enabled.
  
  

• Deleting an SSO config (from the three-dotted menu):
  
  

  • Resets additional settings.
    
    

  • Expires test results.
    
    

  • Disables SSO for all users.

Provider-Specific Guides

Auth0

• Create a Regular Web Application in Auth0.
  
  
• Copy Client ID and Secret into Chat To Clients CRM.
  
  
• Add Chat To Clients CRM Redirect URL to Auth0 Allowed Callback URLs.
  
  
• Config endpoint → https://YOUR_DOMAIN/.well-known/openid-configuration
  
  
• Scopes → openid profile email
  
  
• Mapping: Remote ID → sub, Email → email, Email Verified → email_verified

Azure Active Directory (Entra ID)

• Azure Portal → App registrations → New registration.
  
  
• Add Chat To Clients CRM Redirect URI.
  
  
• Copy Application (Client) ID → Chat To Clients CRM Client ID.
  
  
• Create Client Secret → Chat To Clients CRM Secret.
  
  
• Copy OpenID metadata document URL from Endpoints → Chat To Clients CRM Config field.
  
  
• Add permissions: openid, profile, email.
  
  
• Mapping: Remote ID → sub, Email → userPrincipalName, Email Verified → email

Okta

• Okta Admin → Applications → Create App Integration.
  
  
• Select OIDC - OpenID Connect, type = Web Application.
  
  
• Add Chat To Clients CRM Redirect URL under Login redirect URIs.
  
  
• Copy Client ID and Secret → Chat To Clients CRM.
  
  
• Use Okta metadata URL: https://<okta-domain>/.well-known/openid-configuration
  
  
• Assign groups/users.
  
  
• Mapping: Remote ID → sub, Email → email, Email Verified → email_verified

Current Limitations

• Currently supports login only.
  
  

• New users cannot sign up with SSO — they must already exist in Chat To Clients CRM. 
  
  

  • ℹ️ How to Add SSO ready Users to Highlevel?

Troubleshooting Common Errors

FAQs

How do I add users from my SSO identity provider's (IDP) user database to Chat To Clients CRM?

SSO in Chat To Clients CRM currently supports login only — it does not automatically create new users. To ensure your users can log in via SSO, you’ll need to add them to Chat To Clients CRM before they attempt to sign in.

Steps to add users

1. Create a Private Integration Token with the Create or Edit Users scope enabled.
   
   

2. Use the Create Users API or Update Users API for SSO to add or update users in Chat To Clients CRM.
   
   

3. When creating users, set the parameter externalUserId to match the user’s unique ID from your IdP.

Why this matters

• Chat To Clients CRM matches users based on their externalUserId (Remote ID).
  
  

• If a user’s email changes in your IdP, but not in Chat To Clients CRM, login may fail because the system won’t find a matching email.
  
  

• However, if externalUserId (or SSO Remote ID) is configured, Chat To Clients CRM will still recognize the user and automatically update their email the next time they log in.

Behind the scenes (for context)

When a user logs in via SSO:

• Chat To Clients CRM first looks for a user with a matching SSO Remote ID.
  
  

• If none is found, it searches by email + company ID.
  
  

• If still not found, login fails.

When creating or updating users with the Create Users API / Update Users API, you can also pass platformLanguage to persist the user’s UI language at provisioning time. This reduces manual per-user setup.

ℹ️ To avoid this, always include the SSO Remote ID when creating or updating users via API — especially if your users’ emails are likely to change in your IdP.

Mandatory Fields

• Client ID: Tells Chat To Clients CRM which app in your IdP to connect to.
  
  

• Secret: Confirms that requests to your IdP are coming from Chat To Clients CRM.
  
  

• Auth Method (OIDC): Authentication protocol (locked to OIDC).
  

OIDC Configuration

• OpenID Config URL: Supplies all endpoints automatically.
  
  

• Authorization URL / Token Endpoint / User Info Endpoint: Manual entry option.
  
  

• Scopes: At minimum openid; recommended openid profile email.
  
  

• Redirect URL:
  
  

  • Normally prefilled.
    
    

  • If missing: https://<your-whitelabel-domain>/login/sso
    
    

  • Must be whitelisted in IdP. Do not edit unless correcting the format.
    

User Details Mapping

• Remote ID Field: Uniquely identifies the user across both platforms (sub/oid).
  
  

• ID Field: Optional — Chat To Clients CRM user ID for direct mapping.
  
  

• Email Field: Maps user email from IdP.
  
  

• Email Verified Field: Ensures the email is trusted; required for security.
  

Updating User Email in the IdP

• Chat To Clients CRM relies on the externalUserId (Remote ID).
  
  

• If a user’s email is updated in the IdP, Chat To Clients CRM will automatically update it on the next login.

I Got Redirected to Login Screen After Starting SSO Test

• This is absolutely normal.
  
  

• This happens when the user testing is visiting the WL domain for the first time and has never logged in before
  
  

• Or, had logged out from the domain.
  
  

• This will not impact your test status. The test has been executed as it should.
  
  

• If you perform the test again after logging in, you will be able to see the entire flow
  

Controlling Who Can Configure or Enable SSO

• Current behavior: All agency admins can view, configure, enable, or disable SSO in Chat To Clients CRM.
  
  

• Future roadmap: Granular permissions will allow super admins to control which agency admins can manage SSO.

Scopes Explained

Scopes determine what information Chat To Clients CRM can request from your IdP. They are critical for proper user mapping and authentication.