Complete onboarding guide for enterprise deployment
Configure SSO, add team members, set permissions
Integrate CRM, marketing automation, analytics platforms
Deploy AI-powered lead recovery automation
Configure SAML 2.0 or OAuth 2.0 authentication with your identity provider:
Access your enterprise SSO dashboard
Okta, Azure AD, Google Workspace, OneLogin, or custom SAML
Upload IdP metadata XML and download SP metadata for your IdP
Validate authentication flow in test mode before production rollout
Enterprise Note: JIT (Just-In-Time) provisioning automatically creates user accounts on first SSO login. Configure default roles and permissions under User Provisioning settings.
Lotivio supports hierarchical team structures with granular role-based access control (RBAC):
| Role | Permissions | Use Case |
|---|---|---|
| Super Admin | Full platform access, billing, security settings | CTO, IT Security Lead |
| Admin | Manage workflows, team members, integrations | RevOps Director, Sales Ops Manager |
| Manager | Create/edit workflows, view all data | Sales Manager, Marketing Manager |
| Analyst | Read-only access, export reports | Data Analyst, BI Team |
| Developer | API access, webhook configuration | Engineering Team, Integration Partners |
Connect your CRM for bi-directional data synchronization:
Navigate to Settings → Integrations → Salesforce → Install Package
Package URL: https://login.salesforce.com/packaging/installPackage.apexp?p0=04t...Grant Lotivio read/write permissions for Leads, Contacts, Opportunities, and Tasks
Map custom fields between Salesforce and Lotivio. Standard fields auto-map.
Define which records sync: All leads, specific record types, or filtered views
✓ Expected Sync Time: Initial sync completes in 15-45 minutes for up to 500K records. Real-time updates process within 30 seconds.
45-minute guided walkthrough for IT administrators
Watch now →Downloadable PDF with all configuration steps
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