What You Need Before You Start
To configure SSO, you need:
Admin access to your identity provider
(Okta, Azure AD, Google Workspace, OneLogin, etc.)Admin or Owner access to your Willow team
An Enterprise Plan (SSO is only available for Enterprise)
Step 1: Open the Enterprise Controls
Go to teams.willowvoice.com
Sign in with your Willow admin account
Go to Enterprise / Data Controls
Scroll to the bottom and select Manage SSO Settings
This is where you’ll start the setup flow. We've partnered with WorkOS to simplify your SSO experience.
Step 2: Choose Your Identity Provider
Click Set Up SSO and select your identity provider. You’ll be guided through the setup using WorkOS. There is no need to manually enter or upload metadata - simply follow the guided steps.
Step 3: Complete the Guided SAML Setup
WorkOS walks you through each step:
Creating a SAML app in your identity provider
Assigning the app to your users
Verifying your configuration
Just follow the instructions in the wizard.
Step 4: Perform the Test Authentication
At the end of setup, you’ll be asked to perform a test authentication. This step is required. SSO will not activate until the test succeeds.
Note: New SAML apps sometimes take 15 to 20 minutes to propagate. If your test fails, wait a bit and try again. You can press Refresh in the setup flow to retry the test.
Step 5: Enforce SSO (Optional)
If you want all team members to be required to log in with SSO:
Go back to Enterprise / Data Controls
Scroll to the bottom
Turn on Enforce SSO
Once enabled, all users must sign in through your identity provider.
Common Issues & How to Fix Them
1. Firewall restrictions
Some company firewalls block redirects after login.
If users get stuck on the login screen, check your firewall rules and allow redirects back to Willow.
2. VPN interference
Certain VPNs can block or break SSO authentication flows. If this happens, temporarily turn off your VPN and try again.
If you need help configuring SSO or troubleshooting an issue, reach out to us at [email protected] and we’ll help you get things running smoothly.