Single Sign‑On (SSO) User Creation

Overview

Casefriend supports Single Sign‑On (SSO) using Microsoft 365 and Google. Authentication is centralized under your firm’s identity provider while user roles and permissions remain managed in Casefriend.

New user onboarding does not change. If the user’s email address matches their Microsoft or Google account, SSO will work automatically.

How It Works

• Users authenticate through Microsoft 365 or Google.
• Casefriend validates access using the matching email address.
• No additional SSO configuration or per-user setup is required.

Steps

1. Create the User’s Email Account
   • Create the user’s email account in Microsoft 365 or Google Workspace.
   • Confirm the email address is active and able to sign in.
2. Create the Casefriend User
   • Navigate to Settings → Users.
   • Select New User.
   • Enter the user’s information using the same email address.
   • Assign user type, firm location, and permissions.
   • Save and activate the user.
3. Sign In Using SSO
   • The user signs in at app.casefriend.com using SSO.

Caisey

Caisey operates within Casefriend and adheres to user access controls enforced through SSO. User identity is validated before any access to case data or AI functionality.

FAQs

❓ Do I need to enable SSO for each user?

No. SSO does not require per-user configuration. When the user’s email address matches their Microsoft 365 or Google account, SSO works automatically.

❓ Do I still need to create the user in Casefriend?

Yes. Users must be created in Casefriend. SSO handles authentication but does not create user accounts.

❓ Has the user creation process changed?

No. The process for creating users in Casefriend remains unchanged.

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