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Configure Single Sign-On (SSO via SAML)

Modified: 23 Sep 2026 Vista Field Service Administration Help

Allow users to log in to the portal with a single sign-on ID and password.

Create a SAML app in Okta or Azure Active Directory. Information on this setup is maintained in the Customer Support Portal. Log in and search for the Knowledge Base article titled: Setting Up SAML App For Single Sign-on Using HR Management, Field Management, Financial Controls.
You must be a system admin to perform the following steps.
Important: In order to use single sign-on integration, your portal must be externally facing with an SSL Certificate applied to it for security.
  1. Access the server where the portal is installed.
  2. Navigate to the following directory:

    C:\Program Files (x86)\Keystyle Data Solutions\Keystyle Data Solutions\HRIM\Config

    Note: If the portal was installed to a different directory, navigate to:

    Keystyle Data Solutions\Keystyle Data Solutions\HRIM\Config

  3. Rename your SAML certificate as saml.cert, and move it to the Config folder.
  4. In the portal, select Admin > Portal Settings > Security / Login > Single Sign On.
  5. In SAML Audience URI, enter an application-specific Audience URI. This must match your SAML-based SSO application setup.
  6. In Single Sign on URL, enter the URL designated by your SAML provider.
  7. In URL to redirect to if SSO authentication fails, enter a URL of your choice.
  8. Test in your single sign-on environment to confirm that you can log in.
    Important: Do not move to the next step until you have confirmed that you can log in through your single sign-on environment, or you may lock all users out of your portal.
  9. Optionally, if all users will log in through single sign-on, you can select Admin > Portal Settings > Security / Login > Windows Authentication Login, and change the Log in mode to SSO (SAML) (previously 4).
If you need assistance with your single sign-on system, please contact your single sign-on provider.
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