Chargify users who also utilize the SaaSOptics application have the ability to set up single sign-on (SSO) credentials between the two platforms. Doing so allows you to use the same login credentials for both systems and simplifies working between the two. You can activate your SSO credentials by completing the steps below:
The instructions below are intended for users who have not set up a Maxio account. If you already have a Maxio account, you simply need to log in using your SSO credentials and confirm the linkage with your Chargify account.
- If you do not already have a Chargify account, an administrator user must first create a new user profile for you.
- In Chargify, navigate to Account -> Activate SSO in the top-right corner.
- You will then be asked to provide your email address and a password for your SSO account. Click Confirm User Activation with SSO.
Note: If you have already provisioned an SSO account (this can occur when users leave and rejoin a company), click Sign in with SSO to confirm the link between your SSO and SaaSOptics accounts.
- You will then be prompted to log in with your SSO credentials and confirm linking your Chargify account with SSO, allowing you to access SaaSOptics and Chargify.