SSO Readiness Checklist for AI Assistants

Enterprise buyers expect seamless SSO across admin, ops, and analytics apps. Missing one detail can stall procurement. This checklist covers everything from metadata collection to kill switches so your assistant is SSO-ready on day one.

1. Identity metadata

• Support both SAML and OIDC.
• Store issuer, client ID, redirect URIs, and certificates encrypted per tenant.
• Validate signatures, nonce, and Audience restrictions for each assertion.

2. Role mapping

• Map IdP groups to Admin, Editor, Viewer roles; reject unrecognized roles.
• Require at least one Admin per tenant before enabling SSO-only mode.
• Support per-tenant overrides for agencies managing multiple clients.

3. Provisioning

• Just-in-Time provisioning: create user records on first login with enforced email domain checks.
• Deprovision via SCIM or scheduled sync jobs; treat disabled users as blocked immediately.
• Provide API endpoints for bulk invite exports to match enterprise onboarding flows.

4. Session management

• Issue short-lived JWTs with tenant and role claims.
• Refresh tokens silently when possible; prompt re-auth when IdP requires MFA.
• Support “break glass” local admin accounts with MFA and strict auditing.

5. Incident readiness

• Kill switches that disable embeds, login access, or specific tenants if credentials leak.
• Google Chat/Pager alerts when kill switches fire.
• Audit logs exporting to GCS/BigQuery or the customer’s SIEM.

6. Testing plan

Scenario	Expected result
Invalid signature	Login rejected with audit log entry
Expired assertion	Login rejected, user prompted to retry
Revoked user	Access blocked, ops alerted
Tenant disabled	Embeds refuse new chats, admin app shows maintenance

CrawlBot alignment

CrawlBot ships OIDC and SAML per tenant, with RBAC, SCIM-ready APIs, prompt version logs, and kill switches baked into the admin-ops runbook. Use this checklist to validate your own stack or to brief customers on what makes your assistant enterprise-ready.***