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What is Single Sign-on (SSO), and How Does It Work?
What is Single Sign-on (SSO), and How Does It Work?

Single sign-on (SSO) allows you to sign into multiple accounts using one set of credentials (ex. username + password)

Theresa Klekar avatar
Written by Theresa Klekar
Updated over a week ago

Access All Your Accounts With One Login

For Sponsors and Investors alike, having to access multiple accounts across multiple InvestNext portals is an everyday occurrence.

With Single Sign-on (SSO), you no longer need to log in and out of a portal to switch back and forth between your investment account in different InvestNext portals β€” saving you time, energy, and the unnecessary headache of remembering multiple usernames and passwords:

  • Sponsors can use this feature to toggle between your Sponsor Panel and the Investor Portal

  • Investors can switch between all your investor accounts β€” no matter which InvestNext portal the accounts are in.

How does it work?

We have created a simple step-by-step process to help you set up SSO!

You can log into any of your portal accounts and click a button to start the linking workflow.

You just follow the steps to link each of your other accounts. It is that simple!

It doesn't matter which portal account you are logged into to start this process. Just choose one!

  • When you receive a new registration email for a new portal, you can choose to sign in with existing credentials rather than create a new account!

  • Once logged in, you can seamlessly switch profiles to access your accounts on each different InvestNext portal.

Use the Articles below to set up and begin using SSO today!


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