Custom roles in SSO integration

We recently announced PandaDoc Single Sign-On (SSO) integrations for quick and easy user provisioning and maintenance via Active Directory, Okta, and OneLogin, and other custom solutions supporting SAML 2.0 protocol.

With SSO in place, admins can set up default mapping for roles in your IdP software and PandaDoc.

With the latest release, you can set up default mapping for both standard and custom roles in order to support your organizational hierarchy across the tools. This gives admins more flexibility and security when enabling just-in-time provisioning.