Documentation Index
Fetch the complete documentation index at: https://docs.conversion.ai/llms.txt
Use this file to discover all available pages before exploring further.
The Identity and Access settings page is where administrators configure how members authenticate into the Conversion workspace. From here you can require multi-factor authentication, verify your domain, set up SAML single sign-on (SSO), and connect SCIM for automatic provisioning.
Only administrators can access the Identity and Access page. See Members for more on roles. Security
Configure security requirements for workspace members.
Require multi-factor authentication (MFA)
When enabled, members are required to sign in with MFA to access the workspace. Members signing in with SSO are exempt.
Verification
Verify domain ownership to unlock SSO for members. Once your domain is verified, it shows as Verified in the domain list.
Domain verification is a prerequisite for requiring SAML SSO for the business.
Single sign-on (SSO)
Configure SAML SSO as an authentication method for members. For a step-by-step walkthrough of connecting your identity provider, see Set up your identity provider for SAML SSO.
Enable SAML
When enabled, members are presented with the option to sign in with SAML SSO. Click the settings icon to open the configuration modal and paste in your identity provider’s metadata XML.
Require SSO for this business
When enabled, members are required to sign in with SAML SSO to access the workspace. Business owners can always sign in with any method to avoid lockout.
Enable just-in-time (JIT) provisioning
When enabled, accounts are automatically created for new members the first time they sign in using SAML SSO. Without JIT, members must be invited from the Members page before they can sign in.
SCIM
Automatically provision members from your identity provider (IdP) using SCIM. Click + Add token to generate a SCIM token, then configure your IdP with the token to sync members into Conversion.
