RevSure’s onboarding and security practices are designed to provide a smooth implementation experience, transparent processes, and enterprise-grade safeguards for your data.

Implementation Time Frame

RevSure's implementation and onboarding process typically take 4-5 weeks, supported by our highly skilled Customer Success team, which includes ex-marketers, solution experts, and data engineers.

Here’s what you can expect during the onboarding process:

‍Dedicated Support:‍

20 hours of free implementation and enablement time.
Up to 5 hours of ongoing enablement and support.

Streamlined Communication:

An asynchronous Slack channel is set up for real-time communication.
Weekly calls to ensure progress and address any questions.

For more details on our overall approach and methodology, please refer to this link.

With RevSure, you’re fully supported every step of the way to ensure a seamless implementation experience.

Set up SSO using SAML

Key Abbreviations and Definitions

SSO (Single Sign-On): Allows users to log in once to access multiple applications without needing to log in again.
OAuth (Open Authorization): A protocol for granting third-party services limited access to user data without exposing passwords.
SAML (Security Assertion Markup Language): An XML-based standard for exchanging authentication data between an Identity Provider (IdP) and a Service Provider (SP) to enable SSO.
SP (Service Provider): The application or service that the user wants to access, which relies on the IdP for authentication.
IdP (Identity Provider): The entity that authenticates the user and provides identity information to the Service Provider.

How SAML Works

Analogy: Imagine you’re trying to enter a secure building (the Service Provider, SP) that requires an ID badge to get in. You don’t have the badge, so you go to the front desk (the Identity Provider, IdP) to prove who you are.

Steps:

Request Access: You arrive at the building (SP) and try to enter. The guard (SP) asks for your ID.
Redirect to IdP: Since you don’t have an ID, the guard sends you to the front desk (IdP) for verification.
Authenticate: At the front desk (IdP), you provide your credentials (e.g., driver’s license or security questions). The front desk verifies your identity.
Issue a Ticket: Once verified, the front desk (IdP) gives you a special ticket (SAML assertion) that confirms your approval to enter.
Access Granted: You return to the guard (SP) and show the ticket. The guard checks it and allows you to enter because they trust the front desk (IdP).

In Summary:
SAML enables a trusted third party (IdP) to vouch for your identity to the service (SP), so you don’t need to log in separately every time.