Genezio has four sign-in and SSO options: an email and a password, a Google account, a Microsoft account, or the single sign-on (SSO) of your organization. This guide tells you how to sign up, how to join a team that invited you, and what enterprise SSO gives you. Use the sign-in method that agrees with the usual procedures of your team.

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Available sign-in methods

  • Email and password: Create an account with your email address and a password. Before a new account becomes active, you must verify the email address.
  • Google: Sign in with your Google account.
  • Microsoft / Entra: Sign in with your Microsoft (Entra) account. This method operates on mobile devices and on desktop computers.
  • Enterprise SSO (SAML): Use this method if your organization wants all users to sign in through its own identity provider (IdP). Read Enterprise SSO with SAML 2.0.
The sign-in, sign-up, verification, and invitation pages have the same clear layout. They show the icons of the sign-in providers and of the answer engines. Thus, you can easily find the correct option.

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How to sign up for a Genezio account

1

Enter your details

Enter your name, your email address, and a password.
2

Accept the legal terms

Accept the legal terms. These are the disclaimers on the sign-up page.
3

Select your marketing-email preference

Select your preference for marketing emails. This is an opt-in, thus the decision is yours.
4

Verify your email

Genezio sends you a verification message. Click the link in the message to confirm your address. This makes your account active.
After you verify your email, you can sign in and start the setup of your brand. To continue, read the Genezio setup guide.

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How to accept a team invitation

If a colleague invited you to an existing team, you get an invitation by email.
1

Open the invitation

Open the invitation email and click the accept-invite link.
2

Complete the sign-up

If you do not have an account, complete the short sign-up step.
3

Join the team

Genezio adds you to the team and opens the shared workspace.
For the roles that a team member can have, read Users.

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Enterprise SSO with SAML 2.0

Enterprise SSO lets your users sign in to Genezio through the existing identity provider of your company. Genezio supports single sign-on through SAML 2.0 for organizations that want central control of access. Examples of identity providers are Okta, Microsoft Entra ID, OneLogin, Ping, or any SAML 2.0 IdP. The users keep the credentials and the policies that you already manage. Enterprise SSO is not self-serve. You configure it together with the Genezio team. This is the procedure in summary:
  1. Genezio sends you the Identifier (Entity ID) and the Reply URL. Use them to configure a SAML application in your IdP.
  2. You send Genezio the SAML metadata XML of your IdP. Genezio uses it to complete the connection.
After this, your users sign in with their work email. Genezio sends them to the usual login page of your company.

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SCIM provisioning

Organizations that use SSO can also enable SCIM provisioning. With SCIM, your identity provider automatically creates and deactivates Genezio accounts. You do not have to invite each user manually. Know these two facts:
  • SSO alone does not create accounts. A user must exist in Genezio before the user can sign in. SCIM or an invitation creates the user. A successful authentication alone is not sufficient.
  • You set the roles in Genezio, not in your IdP. SCIM controls who has an account. An account Owner sets what each person can do, under Users.
If your organization must have single sign-on, speak to the Genezio team. If you are the IT or identity administrator who does the setup, read Enterprise SSO and SCIM. It has the full procedure: SAML configuration, SCIM tokens, roles, and troubleshooting.