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Prefer OAuth 2.0 tooling, or run an OIDC-first IdP like Keycloak, Auth0, Ping, or the OIDC side of Entra ID / Okta? OpenCX supports OpenID Connect via the authorization-code flow. It delivers the same result as SAML; pick whichever your IdP handles best.
Most enterprise IdPs default to SAML for third-party apps. If you don’t have a specific reason to use OIDC, the SAML guides are the smoother path on Entra ID, Okta, and Google Workspace.

The values you exchange

Your IdP → OpenCX: OpenCX → your IdP:

Required scopes and claims

Request these scopes so OpenCX receives the claims it needs:
If your IdP doesn’t emit groups in the ID token by default (Entra ID, for example, needs a groups claim configured on the app registration, and may emit object IDs), set it up explicitly; otherwise every member lands as the default role.

Setup

1

Register an OIDC client / app

In your IdP, create a Web application (confidential client) using the authorization-code grant.
2

Add the redirect URI

Set the allowed redirect URI to your OpenCX Redirect URI exactly, including scheme and path.
3

Configure scopes and the groups claim

Grant openid, email, profile, and your groups claim. Confirm email is included in the ID token.
4

Generate a client secret

Create a client secret and note its expiry. Set a calendar reminder to rotate it before it lapses, or logins will fail on expiry day.
5

Send credentials to OpenCX

Provide the issuer URL, client ID, and client secret to your OpenCX contact. We register them on your connection.

Test and enforce

1

Test SP-initiated login

In a private window, go to platform.open.cx, enter a pilot’s work email, and confirm the redirect to your IdP’s consent/login and back into the Inbox.
2

Confirm the role

Verify the pilot’s OpenCX role matches your group mapping.
3

Enforce

When clean, ask OpenCX to enforce SSO. Read the pre-cutover checklist and secure your break-glass account.

Troubleshooting

More in Troubleshooting SSO.