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Implementation Process
1 - IT set up
1 - IT set up

Let's review some initial IT requirements.

Kathleen McGahey avatar
Written by Kathleen McGahey
Updated over a week ago

Overview

Welcome. Let’s begin your implementation process by following a series of articles, each containing a single step in the process.

In this step, you’ll review some initial IT requirements. It’s a fairly easy process as Tribal Habits has no downloads or implementation issues for your IT team.

This is step 1 in the implementation process. After this step, you’ll move onto step 2 – Admin Roles.

How to complete this step?

To complete this step, follow the actions below:

  1. SSO setup (optional). If your organisation is using single sign on (SSO), you can learn more about how to set this up by reviewing our support articles here. If your organisation is not using SSO, skip to the next action.

  2. Safelist/Whitelist necessary emails and domains (if required). To do this, you’ll need to speak to your internal IT department. Click here to find out which emails and domains you should safelist.

What are the best practices with this step?

  • If SSO is not enabled in your portal, please contact Support to discuss its activation within your subscription.

  • For single-sign-on environments, we support the SAML 2.0 standard. You can learn more about our SSO set-up here. This includes support for popular SSO platforms including Microsoft Azure AD and ADFS, Okta, OneLogin, Salesforce and more.

  • TIP: We recommend enabling SSO as soon as possible in your implementation process and certainly before you start any enrolments of SSO users. This can significantly reduce hassle for your users.

  • Note, you can have both SSO (e.g. staff) and non-SSO (e.g. customer) users in the same portal. The LOGIN field can help you determine SSO vs non-SSO users, as outlined in the article above. Click here to learn more.

  • For most organisations, no safe listing (whitelisting) is required. However, we recommend safe-listing certain emails and domains in your corporate firewalls to ensure maximum compatibility (particularly if you have a vigorous IT security process!).

  • Additionally, if you decide to embed content from third-party websites in any of your created training in Tribal Habits, your organisation will need to permit those websites. A typical example is YouTube. If your organisation blocks YouTube, it is likely to be blocked when viewed within Tribal Habits as well.

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