If you're using Receptive with on-premise software or are unable to set up our integration, one way to allow your customers to login is through SAML SSO. This method provides a quick and secure way of enabling your customers to log in to Receptive without needing a username and password.
To use SAML SSO with customers, you'll need to follow the setup steps here with your customers' IdP.
Populating your customer data
Once your customer SAML SSO is set up, your customers will need a Receptive account in order to login.
(If you need to get a handful of customers in ASAP and there are too many to invite in manually, we can do an initial import for you. Just email email@example.com to find out what fields we need to complete the import.)
Allowing your customers to login
Before your customer SAML SSO is set up, your customers will be able to log in at https://receptive.io/app/#/login. After SSO has been turned on, our support team will provide you with a custom login link for your customers.
And finally, an engagement email is a great way of raising awareness when you make the switch.