# The Overall Flow of the SSO Setup

1. In the SingleStore Helios Portal, open the **ORG:your-org** menu at the top and go to **Organization Details**.


2. Under the **Authentication** tab, use the **Add Identity Provider** menu to create an OIDC or SAML connection.

3. Name the connection.

4. Save it.

5. To continue editing the connection, select the ellipsis (three dots) under the **Actions** column, and select **Update Connection**.

6. Navigate in your IdP UI to where you can add a client/SP.

7. Add an authentication client (OIDC) or SP (SAML) to your IdP.

8. Exchange data back and forth between SingleStore and your IdP. (See specific instructions for various providers).

9. Configure bits that are not exchanged such as scopes, attributes, etc. (See specific instructions for various providers).

10. Select **Save** in the SingleStore Helios Portal to save your work.

11. Try the new connection with test logins: select the ellipsis (three dots) in the **Actions** column, and select **Perform Test Login**. This will test the ability to log in without actually logging you in.

12. If the test logins work, you get an error page that says login would have worked only if the problem (domain live and verified, connection activated, started from the Portal) were solved.

13. If the test logins do not work, debug the problem. You may have an error message that provides a clue or if not, you can go to **Debug Logins** in the **Actions** column to see how far the login attempt made it and what errors the SingleStore identity platform saw.

14. Add a domain.

15. Set the domain live.

16. Save.

17. Verify the domain by either creating a web page with the provided token or creating a DNS record with the provided token. Select **View Details** on the domain status to see the specific instructions.


18. Put the IdP connection live by using **Activate Connection** under the **Actions** column.

***

Modified at: July 19, 2024

Source: [/cloud/security/portal-access/the-overall-flow-of-the-sso-setup/](https://docs.singlestore.com/cloud/security/portal-access/the-overall-flow-of-the-sso-setup/)

(An index of the documentation is available at /llms.txt)