Configuring Cross-Instance Sign in Outreach

Objective

Configure Cross-Instance Sign-in in Outreach. Cross-Instance Sign-in enables Admin Users to login with a single (root) email address to multiple Outreach instances, authenticated via password or single-sign-on with an external Identity Provider, and select the instance they intend to access. 

Applies To

• Outreach Admins
• SSO

Before you begin

• This feature is currently limited to Admins only and requires opt-in to utilize (see below).
• The domain of the sub- accounts (not the root) must be same -- e.g., @outreach.com for all emails.

Procedures

Feature Access Opt-in

1. 1. Access the Outreach Support Portal. (Log in if you have not already done so.)
   2. Click Get Help.
   3. From the dropdown menu Please choose your issue below, select Add Services.
   4. Add additional email addresses in the CC field to notify others in your organization as applicable.
   5. From the Add Services dropdown menu, select Enable Other Services.
   6. Enter the following details in the Description field.
      1.  Enable Cross-instance SSO for <Company Name>.
      2. List out all the orgs that you would like to include as part of the Cross-instance SSO group.
      3. This list should include the production org where the root email address resides.
   7. Click Submit.
   8. Review your submitted New Add/Remove Services Request ticket on the resulting ticket details page.
   9. Note the request Id, and optionally add any further details as needed.

Once the request has been completed, Cross-Instance SSO will be available. To confirm:

1. 1. Log in to Outreach as an Admin.
   2. Click Administration > Organization > Org info.
   3. Scroll down to Cross-instance SSO and observe that the feature is enabled and all the orgs assigned in the Instance Group ID.

Logging in 

1. Log in to Outreach with the appropriate root address for the orgs assigned.
2. Select the appropriate org. 
   
3. Click Next to continue logging in.