Manage Single Sign-on (SSO)

Manage Single Sign-on (SSO)

Single sign-on (SSO) authentication allows users to sign in to Carve through their Microsoft account, eliminating the need for a separate Carve username/password for each user.

It is important to understand that:
  1. SSO can only be configured by the Client, not by Valency.
  2. The Client manages SSO for Carve. This includes monitoring for upcoming secret key expirations and updating Carve with new secret keys before the expiration date.
For a successful maintenance process, we recommend:
  1. Ensuring that the Carve Company Admin knows who is responsible for managing their Carve SSO configuration (Carve SSO Admin).
  2. Implementing a work process where:
    1. The Carve Company Admin is notified each time the Carve SSO secret key is updated, including the new expiry date.
    2. The Carve Company Admin sets a calendar reminder for a few weeks before the SSO secret key expiry date, to contact the Carve SSO Admin and ensure the secret key is updated in Carve before the expiration date.
Please contact Valency Support for access to the SSO documentation.
    • Related Articles

    • Manage Portfolios Overview

      Portfolios are available in Professional and Enterprise Edition. They are managed by the Business Admin or Company Admin (role) to group related projects and/or programs. By aggregating the data, it is possible to compare projects, identify potential ...
    • Manage API (Application Program Interface)

      The Carve web API allows you to access data related to templates, projects, and assessments in your organization via third-party applications. The endpoint is secured through the access key generated on the Manage API page. Please contact Valency ...
    • Manage Users Overview

      Most organizations will see project teams evolve and will need to add or delete users over time. Users are managed by your Company Admin (role) who has the ability to: Create users Import users Assign access to portfolios Edit users Reset user ...
    • Manage Templates Overview

      Carve supports PDRI templates, Construction Readiness templates, and Commissioning & Operational Readiness templates. For Professional and Enterprise companies, these templates can all be edited by admin users. A summary of all available templates ...
    • Manage Project Status (Lifecycle Stages)

      The Project Status is used to describe the current stage within the lifecycle of a project. In Carve, the user is asked to identify the Project Status when creating an assessment (Session Details tab). The assigned Project Status appears in Carve on ...