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This guide walks IT Admins through setting up Single Sign-On (SSO) and Directory Sync for your organization. Once configured, your identity provider handles authentication and automatically provisions users into the right system roles. Because SSO isn’t active for your domain yet, your very first login uses a secure one-time email verification code. Once you’re in, you configure the corporate authentication paths for the rest of your organization.

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Step 1: Initial sign-in & bootstrapping

Before you can configure SSO, you need to access the platform.
1

Receive your invitation

You’ll receive an invitation email from Human Intelligence. Click Open Human Intelligence to begin.
2

Confirm your email

You’ll be directed to an “Accept invitation” landing page. Confirm your IT administrator email address and click Continue.
3

Enter your verification code

The portal will prompt you for a 6-digit verification code. Check your inbox for a “Sign in to Human Intelligence” email containing your one-time code, and enter it to complete your initial authentication.

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Step 2: Configure Single Sign-On (SSO)

Once signed in, you’ll be directed to the main Human Intelligence organization dashboard.
1

Open the Single Sign-On tile

From the home page, look under the Legal & Security section and click the Single Sign-On tile.
2

Launch the setup portal

On the Single Sign-On configuration screen, click Open SSO Setup. A secure Admin Portal opens in a new tab.
3

Connect your identity provider

Select your organization’s Identity Provider (e.g., Okta SAML, Entra ID, Google SAML) and follow the step-by-step instructions in the portal to complete the SAML integration.

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Step 3: Configure Directory Sync

After completing the SSO wizard, return to the main dashboard to automate user provisioning and role management.
1

Open the Directory Sync tile

Navigate back to app.humanintelligence.com and click the Directory Sync tile under the Legal & Security section.
2

Launch the provisioning wizard

Click Open Directory Sync Setup to launch the provisioning wizard in a new tab.
3

Connect your directory provider

Follow the onscreen workflow to connect your directory provider and authorize synchronization.

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Step 4: Directory group mapping & roles

To ensure correct access controls from day one, create two specific directory groups within your Identity Provider. These groups pass attributes during sync to map users directly to Human Intelligence system roles. Everyone else synced from your directory joins as a Member — they explore metrics and query data limited to the data roles assigned to them in the application.
For a detailed breakdown of the permissions associated with these system roles, see Access Control.