20 Oct 2026, 01:15 UTC · 1 question · ID ff65c0e4a258
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Question 1
“What are the steps to connect our identity provider with SAML?”
Answer
Partly answered
The site says you can sign in through your identity provider with enforced two-step login. It never mentions SAML or gives any setup steps, such as where to upload provider metadata or which values to enter.
Who needs it: IT admins connecting an identity provider
What is missing
SAML support and the supported SAML version are not mentioned.
Which identity providers are supported is not stated.
There is no link to setup instructions for single sign-on.
Where
Update this section: Extend the "Single sign-on" card in "Security and control, built into every hub", beside "Field-level permissions" and "Encryption".
Related sections
Guides to get you started · Security and control
What to do
Confirm with the security team and engineering which SAML version and identity providers Hourglass supports, and which plans include single sign-on.
Add the confirmed protocol, providers and plan availability to the card.
Link the card to the single sign-on setup guide on /resources.
Done when: The Single sign-on card on /security names the supported protocol and providers and links to a setup guide. Depends on: “Add a single sign-on setup guide to /resources”
Who needs it: IT admins connecting an identity provider
What is missing
No guide explains the steps to connect an identity provider with SAML.
Where to upload identity provider metadata in Hourglass is not described.
The values the identity provider side needs from Hourglass are not listed.
How to test and enforce single sign-on for all users is not covered.
Where
Update this section: Add a fifth card beside "Your first day", "Moving from your current CRM", "How agents work in Hourglass" and "Security and control".
Related sections
Security and control, built into every hub · Single sign-on
What to do
Confirm with engineering and product the exact admin steps for SAML setup, including metadata upload, the values to configure on the identity provider side, testing and enforcement.
Write a guide card that covers these steps, with its setup points listed like the other guide cards.
Done when: /resources lists a single sign-on guide that walks through connecting an identity provider with SAML, step by step.
Answer full page
Hourglass supports single sign-on with any SAML 2.0 identity provider. The setup guide below walks through each step, including where to upload your provider's metadata and the details you'll need to enter on your side.