Single sign-on
SAML 2.0 and OIDC for Okta, Entra ID, Google Workspace, OneLogin, JumpCloud, Auth0, Ping, and custom IdPs — all configured via the WorkOS Admin Portal.
Directory Sync
SCIM-based auto-provisioning and deprovisioning. Users created when added to an IdP group, removed when they leave.
MFA
TOTP at sign-in through WorkOS for password users. SSO users rely on your IdP’s MFA.
Audit logs
An append-only record of every share change, plus application logs and an organization-wide CloudTrail trail.
Compliance
HIPAA (with BAA available), GDPR and CCPA.
Database connectors
Direct PostgreSQL, MySQL, Snowflake, Azure SQL and Delta Sharing. Plus Fivetran for other sources.
Rollout sequence
A typical Enterprise rollout is four steps. Items can run in parallel — most customers are fully live in 1-2 weeks.1
Provision the organization
Sales creates an organization for your domain. You’ll receive an invitation email naming a designated admin user. Domains are sales-provisioned (not self-claim) to prevent squatting.
2
Verify your domain and set up SSO
From Settings → Organization, click Configure under Domain Verification and Single Sign-On. Both buttons open the WorkOS Admin Portal — Summand’s identity layer is built on WorkOS, so SSO setup runs there rather than in a Summand-side wizard. See the SSO guides for IdP-specific steps.
3
Configure org-wide policies
From Settings → Organization, configure:
- SSO (required for SSO-eligible domains) and Directory Sync for SCIM
- Member roles and seat counts
4
Onboard your team
Users sign in with their company email. Summand detects the verified domain, redirects to your IdP, and JIT-provisions the user on first sign-in. Pair this with Directory Sync so users are also auto-deprovisioned when removed from the IdP.
Roles and permissions
Enterprise organizations have four roles, managed from Settings → Organization → Members:
Organization roles don’t grant access to other people’s datasets. Access to each dataset comes from sharing and workspace membership.
Support
Enterprise customers get:- Email support — 4-hour response SLA for production issues
- Dedicated CSM — single point of contact for onboarding, training, and roadmap input
- 99.9% uptime SLA — credited per the contract
- Priority feature requests — direct line to the product team