Migrating from an Existing SSO Setup:
If your organization currently uses SSO in the legacy AlphaSense system, SSO connections that are established before January 12, 2026, follow the standard SAML SSO setup process in the new system. Treat it as a first-time setup using these instructions: First Time SAML SSO Set Up.
Once you complete the configuration, the system will automatically migrate your SSO connection—no additional steps are required.
Follow these steps to update your Single Sign-On (SSO) configuration using the Self-Service tool:
Pre-requisites: Confirm that you have
- The necessary permissions to access the Self-Service SSO tool.
- The updated metadata URL or certificate from your Identity Provider (IdP) Admin.
Step 1: Update the IdP Configuration
- Your IdP Admin updates the AlphaSense application in your Identity Provider (e.g., Okta, Azure AD), then provides you with either:
- The updated IdP metadata URL, OR
- A new certificate.
Step 2: Update the Metadata in AlphaSense
- As the SSO Admin, access the Self-Service SSO Setup page and update it with the new metadata URL or certificate provided in Step 1.
Step 3: Finalize the Connection
- Complete the update process to apply the new SSO configuration. Keep a backup of your old and new metadata for reversion and auditing purpose
Pre-requisites
Before you begin updating your SAML SSO connection in our new system, please review the following prerequisites and considerations:
1. Migrating from an Existing SSO Setup
If your organization currently uses SSO in the legacy AlphaSense system (i.e., SSO connections established before January 12, 2026), you can follow the following guide:
Once you complete the setup, the SSO connection will automatically switch over to the new system without additional configuration.
2. Identify Who Will Be the SSO Admin
If you do not yet have a SSO Admin from the past set up process. You should contact us if no user currently has SSO Admin permission. We will assign the appropriate role to the user you designate.
- SSO Admin: A user from the client’s company who is granted access to our SSO Admin tool. This user can manage the Self-Service SSO Setup tool for their company.
- IdP Admin: This is not a role from AlphaSense’s side, but rather the person responsible for managing the identity provider (IdP) on the client’s side. Common IdPs include Okta and AzureAD. The IdP Admin sets up the AlphaSense application within the IdP and provides the application’s metadata.
In many cases, the IdP Admin and SSO Admin can be the same user.
Step 1: Update the SAML application in your IdP
- Your Identity Provider (IdP) Admin updates the AlphaSense application in your IdP, and then supplies the IdP metadata URL or an updated certificate.
Step 2: Initiate the SAML SSO Update Process
- Click your profile icon in the lower-left corner → Account → select Manage SSO from the left sidebar → Update SSO.
- Follow the step-by-step instructions to Open Configuration Portal, you should be redirected to the Configure Connection section
- Update SSO connection using the Metadata URL provided by your IdP Admin (Step 1). In the Automatic tab the metadata URL is pre-filled with the previous value.
- Alternatively, if your IdP admin provides a new SSO login URL or certificate instead of the metadata URL, you can choose the Manual tab to change SSO Login URL or upload a new certificate.
- Test the connection and close.
Step 3: Finalize the Connection
- Toggle SSO Status ON to activate your new SSO connection if it is not already ON.
- To temporarily disable SSO, toggle SSO Status OFF.
- To continue editing the existing connection, click Update SSO and follow this guide again.
- To completely remove your SSO connection, click Remove SSO. Please note that this action is irreversible, and you will need to set up everything again from scratch.