Security & SSO

Single Sign-On (SSO) Integration and Data Security

Connecting to BOS via Single Sign-On (SSO)

Introduction to Single Sign-On (SSO) Integration

Single Sign-On (SSO) integration simplifies user access to multiple applications by allowing them to use a single set of login credentials. In the context of the Botkeeper Operating System (BOS), SSO integration offers enhanced convenience and streamlines user authentication across various platforms.

Connecting Your Firm to BOS via Single Sign-On (SSO)

To connect your firm to the Botkeeper Operating System (BOS) using Single Sign-On (SSO) integration, follow these steps:

  1. Submit a help ticket: To express your interest in integrating SSO with BOS.
  2. Identification Provider Setup: Gather the necessary details about your firm's Identification Provider (e.g., Azure), including the required configuration settings and SAML 2.0 information such as:
    • Entity ID: Unique identifier for your Identification Provider.
    • Assertion Consumer Service (ACS) URL: The URL where BOS will receive the SAML assertions from your Identification Provider.
    • Single Logout (SLO) URL: The URL where BOS will send logout requests for SSO sessions.
    • Certificate: The public certificate provided by your Identification Provider for SAML signing.
  3. Collaborate with the Botkeeper Team: Work closely with the Botkeeper team, providing them with the identification provider details, including the SAML information, to configure the SSO settings and establish the connection.
  4. SSO Portal Access: Once the integration is complete, users can access BOS through your Identification Provider's SSO portal, using their existing login credentials.

Benefits of Single Sign-On (SSO) Integration with BOS

  • Streamlined User Experience: Users can access BOS and other integrated applications using a single set of login credentials, reducing the need to remember and manage multiple usernames and passwords.
  • Enhanced Productivity: SSO integration eliminates the time-consuming process of repeatedly logging in to different platforms, allowing users to quickly access BOS and focus on their core tasks.
  • Centralized User Management: SSO integration enables centralized user management, simplifying user onboarding and offboarding processes, as well as permissions and access control.

Two-Factor Authentication (2FA) and Single Sign-On (SSO) Integration

  • Enabling Two-Factor Authentication (2FA): While SSO integration provides convenience, it does not inherently include Two-Factor Authentication (2FA). To further enhance security, consider enabling 2FA through your Identification Provider. However, note that enabling SSO will make all 2FA features in BOS inaccessible.
  • Consulting Support: If you wish to configure Two-Factor Authentication alongside SSO, reach out to our support team for guidance on the best approach and proper configuration.

Data Security Measures in Single Sign-On (SSO) Integration

  • Botkeeper Security Standards: Rest assured that Botkeeper prioritizes the security of your platform and data. We adhere to SOC 2 Type 2 compliance, utilize 256-bit encryption, and implement best-in-class security protocols.
  • Hosting and Infrastructure: Our systems and databases are hosted in secure Amazon Web Services (AWS) data centers within the US, ensuring robust infrastructure and adherence to security and compliance best practices.

By integrating Single Sign-On (SSO) with the Botkeeper Operating System (BOS), your firm can streamline user access, enhance productivity, and benefit from centralized user management. Ensure you provide the necessary SAML information during the integration process, consider the implications of enabling Two-Factor Authentication (2FA), and consult with our support team to configure it effectively.

If you have any further questions or require assistance during the SSO integration process, don't hesitate to contact our dedicated support team.