Setting up Microsoft Single Sign-On (SSO) for Enterprise Customers

👤 This feature is available for the following applications:

Standalone application ✅
Consortium application ✅

🔍 Purpose

Some organisations restrict logins to third-party apps, permitting access only to IT-approved applications. This guide shows you how to enable Microsoft login for Informed 365 while keeping your organisation’s security controls in place.

What You’ll Learn:

Configure Informed 365 in Microsoft Azure to allow users to log in with their Microsoft credentials.
Ensure only authorised users can access Informed 365 while keeping security policies intact.

This guide is for Enterprise IT admins, security teams, and technical decision-makers managing authentication settings.

🛠️ Prerequisites

Before proceeding, ensure you have:

Admin access to Microsoft Azure
An Informed 365 account

📝 Step-by-Step Guide

Stage 1: Requesting access to use your Microsoft credentials to sign into Informed 365
Stage 2: Reviewing and Approving the Request
Stage 3: Signing into Informed 365 using Microsoft credentials

Stage 1: Requesting access to use your Microsoft credentials to sign into Informed 365

The following steps can be completed by the following user types in your organisation:

System Administrators – IT Department users with permission to approve admin consent requests in Microsoft Azure.
Non-Administrators – Users outside of IT who may require admin approval to complete certain steps.

Note: All users must have a registered account on the Informed 365 platform to proceed.

1	Navigate to the Informed 365 platform (e.g., https://property.informed365.com) and click on Log In With Microsoft
2	Input your email address and click Next
3	Input your password and click Sign In
4	Input a written request providing context for the use of Informed 365 in your organisation. This justification text is what will be made visible to System Administrators
5	Click on Request Approval
6	The request has now been sent to your System Administrators to review and approve in Microsoft Azure
7	You will receive an email confirming the request has been sent

Stage 2: Reviewing and Approving the Request

The following steps can only be completed by the following user type in your organisation:

System Administrators – IT Department users with permission to approve admin consent requests in Microsoft Azure.

Note: All users must have a registered account on the Informed 365 platform to proceed.

1	An email will be sent to System Administrators, informing them to review the request to sign into Informed 365 using Microsoft credentials This email contains: Requester: user’s name Email Address: user’s email Requester’s organisation: your organisation’s name Requested app: Informed 365 Requester’s justification: the written explanation provided when they made the initial request Request date: date when request was submitted Expiry date: date when request will become void if not approved by then
2	Click on Review Request
3	A new window will open, taking you to Microsoft Azure > Enterprise applications \| Admin consent requests. Informed 365 will appear under the ‘My Pending’ tab Click on Informed 365
4	Click on Requested by
5	You can refer to the details of the user who initially made the request here.
6	Click on Review permissions and consent
7	Either click on the appropriate account with System Administrator permissions, or click on Use another account to sign into an alternative account not listed on the menu
8	Click on Accept
9	You will then be returned to Microsoft Azure and receive a notification confirming the admin consent request for Informed 365 has been approved
10	The requesting user/s will receive an email notifying them that their request to access Informed 365 using their Microsoft credentials has now been approved

Stage 3: Signing into Informed 365 using Microsoft credentials

The following steps can be completed by the following user types in your organisation:

System Administrators – IT Department users with permission to approve admin consent requests in Microsoft Azure.
Non-Administrators – Users outside of IT who may require admin approval to complete certain steps.

Note: All users must have a registered account on the Informed 365 platform to proceed.

1	Navigate to the Informed 365 platform (e.g., https://property.informed365.com) and click on Log In With Microsoft
2	Input your email address and click Next
3	Input your password and click Sign In
4	The user should now be able to successfully log in to the Informed 365 platform using single sign-on (SSO) with their Microsoft credentials

💡 Common Error

If you encounter an error message at the top of your login screen, it indicates that the Microsoft SSO hasn’t been fully configured. This could mean that the admin consent request hasn’t been approved or rejected. To monitor the progress of the admin consent request, reach out to your IT Department. Alternatively, contact [email protected] for further assistance.

💡 Frequently Asked Questions

	FAQ Type	Question	Answer
1	SSO Functionality	How does Single Sign-On (SSO) work on Informed 365?	Starting early March 2024, you can log into Informed 365 using the "Log in with Microsoft" option. This enables you to authenticate your access using existing corporate credentials, streamlining the login process.
2	SSO Functionality	Will I need to log in every time I access Informed 365?	After the initial setup, if you're already logged into your Microsoft account, clicking "Log In with Microsoft" will directly log you into Informed 365 without further steps.
3	SSO Setup	What setup or configuration is required in my identity provider for using SSO with Informed 365?	The SSO feature with Microsoft in Informed 365 is designed for ease of use and minimal setup. There is no need for direct integration or manual configuration within your identity provider system. No Direct Integration Needed: The feature utilises OAuth for authentication, ensuring a hassle-free setup without the need for you to intervene in your identity provider system. No Application/Client ID Required: Users are not required to manage or configure an Application or Client ID for the Microsoft SSO integration. Automatic Configuration: Redirect URIs and token configurations are managed internally through the OAuth flow. This means there's no need for manual setup on your part, simplifying the authentication process. No Additional API Permissions: The SSO feature focuses solely on authentication without necessitating adjustments to API permissions in your identity provider.
4	User Management	Can users still log in manually to Informed 365?	Yes, manual login remains an option, providing flexibility in accessing Informed 365.
5	User Management	What happens if a user is deactivated in Microsoft but not in Informed 365?	Deactivation in Microsoft stops SSO access but does not prevent manual login. Full access control requires deactivation in Informed 365 as well.
6	User Management	Who is responsible for deactivating a user in Informed 365?	Deactivation responsibilities fall to Administrators of each application. Consortium applications do not have Administrators. If this applies to your organisation, then please contact [email protected] for assistance.

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For assistance, please contact your Customer Success Manager, email [email protected], or click the chat icon in the bottom-right corner for further support.

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