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How does the Soldo SSO work?

Single Sign-On (SSO) lets your users access Soldo securely using your company’s identity provider. Once SSO is set up, logging in is quick and familiar, with fewer passwords to manage.

Prerequisites

Before anyone can log in with SSO, make sure you’ve completed these steps:

  • You’re on a Soldo Plus or Unlimited plan with the SSO Add-on.
  • Your identity provider is fully configured to connect with Soldo.
  • Your users are added to the Soldo application in your identity provider.
  • Your users also exist in Soldo with the same email address used in your identity provider.
Note: Soldo SSO doesn’t support automatic user provisioning. Users must already exist in Soldo with a matching email address.

Log in using SSO on the web app

Once setup is complete, logging in takes a few simple steps.

  1. On the Soldo login page, select Log in with SSO.
    WC_Account_SingleAccountLoginScreen_NoSSOBanner_Annotated_202409_EN.png
  2. Enter your email address and select Continue.
    WC_Account_SSOScreen2CompanyIDEnteredAnnotated_202409_EN.png
  3. You’ll be redirected to your identity provider.
    WC_Account_SSOKeyCloakRedirect_202408_EN.png

Your identity provider may ask you to:

  • Enter your email address and password.
  • Complete 2FA if required.

WC_Account_SSOIdentityProvider2FA_202408_EN.png

After completing authentication, you’ll return to Soldo.

  1. Select the company you want to access.
Note: If you only access one Soldo account, this step won’t appear.

WC_Account_SSO_MultiAccounts_Annotated_202409_EN.png

  1. When verification is complete, you’ll need to complete Secure Customer Authentication (SCA) as an additional security step.
Tip: If you trust your browser, SCA won’t be required every time for login.

WC_Account_SSO_SCA_202408_EN.png

  1. Once complete, you’ll be redirected to your Dashboard.

Log in to Soldo with SSO on the mobile app

  1. Open the Soldo mobile app.
  2. On the login screen, select your account.
    MA_RegistrationNew_ChooseAccount_202502_EN.webp
  3. You’ll be redirected to your company’s SSO provider. Enter your credentials to continue.
    MA_RegistrationNew_SSORedirect_202502_EN.webp
  4. After completing authorisation, you’ll return to the app and land on the Transactions screen.

Switch to another company with SSO

If your email is linked to multiple Soldo companies, switching accounts is easy.

  1. Open the user menu.
    WC_Account_SSO_LoggedInUserMenuAnnotated_202408_EN.png
  2. Select the account dropdown and choose the company you want to switch to.
    WC_Account_SSOUserMenuSwitchCompanyAnnotated_202408_EN.png
  3. Select Change company.
    WC_Account_SSOChangeCompanyAnnotated_202408_EN.png
Note: If the company doesn’t have SSO enabled, you’ll be asked to enter that account’s password.

What changes when SSO is activated?

When you activate SSO for your company, keep the following in mind:

  1. Existing Soldo passwords won’t work. All users must log in with SSO.
  2. New users added in Soldo must also exist in your identity provider before they can log in.
  3. Password resets are handled in your identity provider, not in Soldo.

Single Sign-On (SSO) lets your users access Soldo securely using your company’s identity provider. Once SSO is set up, logging in is quick and familiar, with fewer passwords to manage.

Prerequisites

Before anyone can log in with SSO, make sure you’ve completed these steps:

  • You’re on a Soldo Plus or Unlimited plan with the SSO Add-on.
  • Your identity provider is fully configured to connect with Soldo.
  • Your users are added to the Soldo application in your identity provider.
  • Your users also exist in Soldo with the same email address used in your identity provider.
Note: Soldo SSO doesn’t support automatic user provisioning. Users must already exist in Soldo with a matching email address.

Log in using SSO on the web app

Once setup is complete, logging in takes a few simple steps.

  1. On the Soldo login page, select Log in with SSO.
    WC_Integrations_SSO_LoginMainAnnotated_202512_Surface_EN.png
  2. Enter your email address and select Continue.
    WC_Integrations_SSO_Login_202512_Surface_EN (1).png
  3. You’ll be redirected to your identity provider.
    WC_Account_SSOKeyCloakRedirect_202408_EN.png

Your identity provider may ask you to:

  • Enter your email address and password.
  • Complete 2FA if required.

WC_Account_SSOIdentityProvider2FA_202408_EN.png

After completing authentication, you’ll return to Soldo.

  1. Select the company you want to access.
Note: If you only access one Soldo account, this step won’t appear.
  1. When verification is complete, you’ll need to complete Secure Customer Authentication (SCA) as an additional security step.
Tip: If you trust your browser, SCA won’t be required every time for login.

WC_Integrations_SSO_LoginSCA_202512_Surface_EN.png

  1. Once complete, you’ll be redirected to your Dashboard.

Log in to Soldo with SSO on the mobile app

  1. Open the Soldo mobile app.
  2. On the login screen, select your account.
    MA_RegistrationNew_ChooseAccount_202502_EN.webp
  3. You’ll be redirected to your company’s SSO provider. Enter your credentials to continue.
    MA_RegistrationNew_SSORedirect_202502_EN.webp
  4. After completing authorisation, you’ll return to the app and land on the Transactions screen.

Switch to another company with SSO

If your email is linked to multiple Soldo companies, switching accounts is easy.

  1. Open the user menu.
    WC_UserMenu_ctaAnnotated_202512_Surface_EN.png
  2. Select the Account option.
    WC_UserMenu_AccountAnnotated_202512_Surface_EN.png
  3. Choose the company you want to switch to.
    WC_UserMenu_AccountSwitchAnnotated_202512_Surface_EN.png
  4. Select Change company.
Note: If the company doesn’t have SSO enabled, you’ll be asked to enter that account’s password.

What changes when SSO is activated?

When you activate SSO for your company, keep the following in mind:

  1. Existing Soldo passwords won’t work. All users must log in with SSO.
  2. New users added in Soldo must also exist in your identity provider before they can log in.
  3. Password resets are handled in your identity provider, not in Soldo.
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