--- title: Setting Up SSO in TMO (All Identity Providers) description: How to complete SSO configuration on the TMO side for any SAML 2.0 identity provider. Covers creating and configuring users, entering the IdP entity ID and metadata URL in TMO's Configure SSO tab, and generic setup instructions for IdPs beyond Okta, Entra ID, and Shibboleth. --- [Skip to content](https://help.themortgageoffice.com/knowledge/setting-up-sso-in-tmo-all-identity-providers#main-content) [![TMO-LO~1](https://help.themortgageoffice.com/hs-fs/hubfs/TMO-LO~1.png?width=200&height=65&name=TMO-LO~1.png)](https://www.themortgageoffice.com/) - [Platform](https://www.themortgageoffice.com/products/) Show submenu for Platform - [Loan Servicing](https://www.themortgageoffice.com/products/loan-servicing-software/) - [Loan Origination](https://www.themortgageoffice.com/products/loan-origination-software/) - [Fund Management](https://www.themortgageoffice.com/products/fund-management-software/) - [Knowledge Hub](https://www.themortgageoffice.com/knowledge-hub/) Show submenu for Knowledge Hub - [Blog](https://www.themortgageoffice.com/blog/) - [Resources](https://www.themortgageoffice.com/resources/) - [Webinars](https://www.themortgageoffice.com/resources/?_resource_types=on-demand-webinars) - [Seminars](https://www.themortgageoffice.com/seminars/) - [FAQs](https://www.themortgageoffice.com/frequently-asked-questions/) - [Release Notes](https://help.themortgageoffice.com/knowledge/release-notes) Open main navigation Close main navigation - [Platform](https://www.themortgageoffice.com/products/) Show submenu for Platform - [Loan Servicing](https://www.themortgageoffice.com/products/loan-servicing-software/) - [Loan Origination](https://www.themortgageoffice.com/products/loan-origination-software/) - [Fund Management](https://www.themortgageoffice.com/products/fund-management-software/) - [Knowledge Hub](https://www.themortgageoffice.com/knowledge-hub/) Show submenu for Knowledge Hub - [Blog](https://www.themortgageoffice.com/blog/) - [Resources](https://www.themortgageoffice.com/resources/) - [Webinars](https://www.themortgageoffice.com/resources/?_resource_types=on-demand-webinars) - [Seminars](https://www.themortgageoffice.com/seminars/) - [FAQs](https://www.themortgageoffice.com/frequently-asked-questions/) - [Release Notes](https://help.themortgageoffice.com/knowledge/release-notes) - [Contact Support](https://help.themortgageoffice.com/knowledge/kb-tickets/new) [Contact Support](https://help.themortgageoffice.com/knowledge/kb-tickets/new?hsLang=en) How can we help you? - There are no suggestions because the search field is empty. 1. [Knowledge Base](https://help.themortgageoffice.com/knowledge?hsLang=en) 2. [User & Group Security](https://help.themortgageoffice.com/knowledge/user-group-security?hsLang=en) 3. [Single Sign-On (SSO)](https://help.themortgageoffice.com/knowledge/user-group-security?hsLang=en#single-sign-on-sso) March 31, 2026 # Setting Up SSO in TMO (All Identity Providers) ## This article covers the TMO-side configuration steps that are required regardless of which Identity Provider (IdP) you are using. ### **NOTE:** SSO IS AN ENTERPRISE ONLY FEATURE ### Prerequisites Complete your IdP-side setup first, then follow the steps below. If you haven't set up your IdP yet, see the guide for your provider: - [Configuring SSO with Okta](https://help.themortgageoffice.com/knowledge/configuring-sso-with-okta?hsLang=en) - [Configuring SSO with Microsoft Entra ID](https://help.themortgageoffice.com/knowledge/configuring-sso-with-microsoft-entra-id?hsLang=en) - [Configuring SSO with Shibboleth](https://help.themortgageoffice.com/knowledge/configuring-sso-with-shibboleth?hsLang=en) - Using a different SAML 2.0 IdP? See the [Generic IdP Setup](https://help.themortgageoffice.com/knowledge/setting-up-sso-in-tmo-all-identity-providers#generic-set-up) section at the bottom of this article. For general SSO background and TMO's SAML values, see [SSO Overview & Requirements](https://help.themortgageoffice.com/knowledge/single-sign-on-sso-overview-requirements?hsLang=en). --- #### What You Will Need Before starting, gather the following from your IdP setup: - **IdP Entity ID** — a unique identifier for your IdP (e.g., `http://www.okta.com/exkknioqxbvbqmMbF697` for Okta, or the Microsoft Entra Identifier for Entra ID). - **IdP Metadata URL** — the URL where your IdP publishes its SAML metadata. - **User email addresses** — the email for each user who will sign in via SSO. These must match exactly between the IdP and TMO. --- #### Step 1: Create and Configure Users in TMO If the users who need SSO access already exist in the TMO database, skip to Step 2. 1. Sign in to TMO as an **Admin**. 2. Select the desired **Company**. 3. Click **User Icon → Account**. 4. Go to the **Manage Licenses** tab. 5. Click **+** to add a new user. Provide the user's details, including their email address. This email must exactly match the email configured in your IdP. 6. Select the **company database**. 7. Click **User Management**. 8. Click **+** and configure the newly created user with the appropriate access and permissions. Repeat for each user who needs SSO access. --- #### Step 2: Configure SSO Settings in TMO 1. Sign in to TMO as an **Admin**. 2. Select the desired **Company database**. 3. Click **User Icon → Account**. 4. Go to the **Configure SSO** tab. 5. Enter the **IdP Entity ID** in the Entity ID field. 6. Enter the **IdP Metadata URL** in the Metadata URL field. 7. Click **Save**. When you click Save, TMO performs automatic validation checks on your configuration. If everything is correct, the settings are saved and SSO is enabled for that company database. If there are issues, you will see a diagnostic message — see [SSO Troubleshooting & Error Reference](https://help.themortgageoffice.com/knowledge/sso-troubleshooting-error-reference?hsLang=en) for help resolving them. --- #### Important Notes **One IdP per company database.** Each company database in TMO can be configured with a single IdP. If a user has access to multiple company databases, each database can have its own IdP configuration. **Email matching is exact.** The email in the SAML assertion must be an exact, case-sensitive match with the email configured for the user in TMO. Mismatches will result in a sign-in error. **SSO and password auth can coexist.** Enabling SSO on a company database does not automatically disable password-based authentication. Users may have SSO on some databases and password auth on others. --- #### Configuring a Generic SAML 2.0 Identity Provider If you are using an IdP other than Okta, Entra ID, or Shibboleth, follow these general steps on the IdP side before completing the TMO configuration above. ### IdP-Side Setup 1. Create a new SAML application or SP configuration in your IdP. 2. When prompted for the **SP Entity ID**, enter: `https://app.themortgageoffice.com/` 3. If your IdP requires SP metadata, provide the metadata URL: `https://app.themortgageoffice.com/Saml2` — or download the XML from that URL and upload it to your IdP. 4. Configure the ACS URL if required separately: `https://app.themortgageoffice.com/Saml2/Acs` 5. Note down your **IdP Entity ID** and **IdP Metadata URL** from the IdP's configuration. 6. Assign users to the TMO application as required by your IdP. 7. Ensure that each user's **email address** is included in the SAML assertion — either as the NameID or as an email attribute. The full list of attribute names TMO accepts is available in the SP metadata at `https://app.themortgageoffice.com/Saml2`. Once the IdP-side setup is complete, return to [Step 1](https://help.themortgageoffice.com/knowledge/setting-up-sso-in-tmo-all-identity-providers#step-1) above to finish the TMO-side configuration. --- #### Troubleshooting If you encounter errors when saving your SSO configuration or during user sign-in, see [SSO Troubleshooting & Error Reference](https://help.themortgageoffice.com/knowledge/sso-troubleshooting-error-reference?hsLang=en). - [Getting Started](https://help.themortgageoffice.com/knowledge/getting-started?hsLang=en#main-content) - [General](https://help.themortgageoffice.com/knowledge/getting-started?hsLang=en#general) - [Basic Information](https://help.themortgageoffice.com/knowledge/getting-started?hsLang=en#basic-information) - [New Company Setup](https://help.themortgageoffice.com/knowledge/getting-started?hsLang=en#new-company-setup) - [User & Group Security](https://help.themortgageoffice.com/knowledge/user-group-security?hsLang=en#main-content) - [General](https://help.themortgageoffice.com/knowledge/user-group-security?hsLang=en#general) - 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