This guide explains how team administrators control login methods, manage allowed domains, and understand how new users are provisioned via SSO.

Authentication Methods

Each team can enable or disable the following login methods for its users:

• Username/Password – Traditional login with credentials.
• Email Code Login (OTP) – Sends users a one-time code via email.
• SAML 2.0 SSO – Enables enterprise-grade Single Sign-On using any identity provider that supports the SAML 2.0 protocol (such as Okta, Azure AD, or Ping Identity).
• Salesforce SSO – Allows users to log in to BoogieBoard using their existing Salesforce credentials, providing seamless authentication for RevOps and GTM teams integrated with Salesforce.

How to Enable

Navigate to:

Workspaces → Manage Members → Authentication Options

Check or uncheck the login methods you want to allow. Only selected methods will be visible on the team’s login page.

SSO Quickstart Guides

SAML 2.0 SSO Guide