Reclaim

Use alternative SSO providers including Okta to authenticate to Reclaim.ai

SSO Support (ie: Okta)

Reclaim leverages "service accounts" in Google Workspace to help with large-scale enterprise deployments. Here's how to set it up.

Using Google Workspace service accounts to roll out Reclaim to your enterprise

Okta SSO Setup Guide - App Catalog

How to Create an Okta Bookmark App for IdP initiated Login Flow

Okta SSO Setup Guide - Bookmark App

Setup SCIM via Okta with a Custom App Integration

Okta SCIM - Initial Setup Guide

OneLogin SCIM Setup Guide

How to setup the OneLogin for SSO to Reclaim

OneLogin SSO (OIDC) Setup Guide

SSO Authentication Options: Google vs. SSO Provider Only (Forced SSO)

Okta SCIM - Import/Sync Existing Users

Microsoft Entra Id SSO Setup Guide - Custom app

Enabling Service Principal and SCIM at Microsoft Entra ID to use Reclaim.ai

How to set up and use SSO / SCIM features (Enterprise plans only).

SSO and SCIM Support

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Create your workspace and invite the people you work with.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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