Why identity is the highest-leverage setup step
Asking a customer to create yet another account is where most feedback boards lose their audience. Single sign-on removes that step, and it is what lets you attach revenue and plan data to every vote.
SSO for your customers
Sign a small JWT with your workspace secret on your server and hand it to the embedded board. The user is created or matched on first load with no extra screen.
- 1Copy your SSO secret from Settings, then Identity.
- 2Sign a token server-side containing id, email and name.
- 3Pass the token to the widget or append it to the board URL.
- 4Verify in Settings that recent logins show as identified.
Attributes and weighting
Include plan, mrr, renewalDate and any custom attributes in the token. They power vote weighting, segment filters and revenue reporting on every board.
SAML for your own team
Workspace members can sign in through SAML with Okta, Entra ID, Google Workspace or any SAML 2.0 provider, with SCIM provisioning available on the top plan.