BaseCRM configuration steps
- Log into BaseCRM as an administrator.
- Click on your profile picture in the top-right corner of the user interface and click Settings.
- In the left pane, click Single Sign-On.
- Click Configure in the Single Sign-on page.
- Copy the UUID value. This will serve as the Organization ID for integrating BaseCRM with Zoho Vault.
- Scroll down the page and select Manual setup.
- Paste the IdP Issuer ID, SSO URL, and Login URL copied from the Zoho Vault IdP details page.
- Click Save.
BaseCRM configuration steps
- Log into BaseCRM as an administrator.
- Click on your profile picture in the top-right corner of the user interface and click Settings.
- In the left pane, click Single Sign-On.
- Click Configure in the Single Sign-on page.
- Copy the UUID value. This will serve as the Organization ID for integrating BaseCRM with Zoho Vault.
- Scroll down the page and select Manual setup.
- Paste the IdP Issuer ID, SSO URL, and Login URL copied from the Zoho Vault IdP details page.
- Click Save.