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Getting Started with SSO Login (CRM)

SSO Login in Dazos CRM

Updated over 2 months ago

Introduction

This quick start guide will help you begin using Single Sign-On (SSO) with Dazos CRM in just a few minutes. By the end, you’ll be able to log in using your preferred provider—Google or Office 365—quickly and securely.


Prerequisites

Before setting up SSO in Dazos CRM, please ensure the following:

  • You have an active Dazos CRM account.

  • The email address used for your Dazos login matches exactly the email associated with your SSO provider (Google or Office 365).

  • You have access to your Google or Office 365 account to approve permissions.


Core Steps

1. Confirm Matching Email Addresses

Make sure the email you use to log in to Dazos CRM is the same as the one you use for your SSO provider.
This is required for the system to correctly authenticate your identity.

2. Select Your SSO Provider

On the Dazos CRM login page, click either “Sign in with Google” or “Sign in with Office 365.”

3. Follow the Prompts

After selecting your SSO option, simply follow the on-screen steps to proceed with authentication.

4. Accept Requested Permissions

Your SSO provider will display a permissions request.
Click “Allow” to grant access—this enables Dazos CRM to authenticate your account securely.

5. Complete Login

Once permissions are accepted, you should be able to successfully log in to Dazos CRM using SSO.


Next Steps

Now that SSO is enabled:

  • Explore your dashboard and update your user profile.

  • Review your organization’s security settings for additional enhancements.

  • Visit the Help Center for more guides on managing users, roles, and integrations.

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