How to Set Up Single Sign-On (SSO) on the API Dashboard

Last updated: October 14, 2026

This guide explains how to set up Single Sign-On (SSO) on the Treasury Portal, so your team can access the portal through your company’s existing login. Yellow Card supports both OpenID Connect (OIDC) and SAML 2.0.

Follow the steps below to set up Single Sign-On on the Treasury Portal:

  1. Log in to your API dashboard, select Settings from the left-hand menu, and select Security.

  2. Click Configure SSO in the Single sign-on card.

  3. Select the authentication protocol your identity provider supports, OpenID Connect (OIDC) or SAML 2.0, and click Next.

  4. Copy the Single sign-on URL, Audience URI, and Single Logout URL into your identity provider to create the Yellow Card app, then click Next.

  1. Enter your SAML credentials, either by turning on Use Metadata URL and pasting your identity provider’s metadata URL, or by entering the SSO URL, Issuer/Entity ID, and X.509 Certificate manually, then click Next.

  2. Click Test connection to confirm your identity provider is reachable.

  3. Once the connection status shows Confirmed, click Activate SSO.

Once activated, the Single sign-on card will show an Active badge along with the protocol you configured and the default role assigned to new users.