How to Setup Single Sign On from the Portals to Redtail CRM
Setup Your SSO
- SSO must be setup before any of the other integration features can be utilized.
- You will need to setup your Redtail SSO on the broker/dealer portal and also on the planning portal if you use both.
- Login to the Portal(s).
- Click on the Profile icon in the upper right-hand corner of the site.
- This will take you into your Portal Profile page.
- Click on the “Edit Profile” button
- Click on the “SSO” tab
- Click on the Pencil icon to the right of the “Redtail Key” field. This will display a pop-up box where you can enter and save your Redtail credentials.
- Type in your UserID and Password for Redtail, then click on the “Save” Button
- Clicking on “Save” will close the dialog box. In the Redtail Key field, and you will now see a long string of numbers and letters that looks like a software key.
- Click on the “Save” button at the top of your profile page.
- You are now ready to use Single Sign On to the Redtail CRM site.
- Click on the SSO link on the right-side menu of the portal menu
- Choose Redtail from the list
- This will open the Redtail CRM site in a new tab and automatically sign you into Redtail.
Troubleshooting
If nothing happens after you enter your credentials and click on “Save”, Chrome’s Auto-fill is probably causing the issue. Chrome auto-fill likes to fill in fields behind the active dialog box, which will prevent the “Save” from completing its action.
If this happens to you:
- Close the Single Sign On pop up box (Figure 4).
- Click on the Profile tab
- Check the Twitter field at the bottom of that page. Chrome Auto-fill likes to fill in this field. The error is caused because the auto-filled value is not in the proper Twitter format. If there is a value in the Twitter field, remove it. Do NOT click save. If you click save, Chrome Auto-fill will populate the Twitter field again.
Follow Steps 4 through 8 as described above to successfully complete your Redtail SSO setup.