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Administrator Guide
Last Updated: 2026-06-26
Update Authentication Method for Multiple Client Users

Update Authentication Method for Multiple Client Users

  • Have these permissions:
    • sso.saml.settings.edit
    • sso.saml.settings.read
  • Set up SAML single sign-on (SSO) for your Test and Production tenants.
After you set up SSO for your Test and Production tenants, you must update the authentication method for existing clients. This must be done for the Test and Production tenants for users to log into VNDLY using SSO. Use these steps when you update the authentication method for a large number of existing clients. If you don't set a default authentication method, users will use a username and password to log into VNDLY by default.
To update the authentication method for existing vendors, submit a product support case.
  1. Navigate to the
    Reports
     page.
    Depending on your permissions, you can access this page directly from the VNDLY header or in the
    Reports
    Reports
     drop-down menu.
  2. Search for the
    User Master Data
     report.
  3. Click
    Export
    .
  4. Open the report and filter the data for the users you wish to update.
  5. From the header, select
    More
    Users
    .
  6. Click
    Bulk Upload
    .
  7. Click
    Download Format
     to download the .csv format template.
  8. Open the downloaded template and remove all the columns in the template except for
    user_principal_name
     and
    authentication_method
    .
  9. Populate the
    user_principal_name
     column using the data in the
    Username
     column from the
    User Master Data
     report for the users you wish to update.
  10. For the
    authentication_method
     column, use the
    External Identifier
     of the IdP to indicate which SSO configuration should be used for each user.
    Use the value you entered in the
    External Identifier
     field on the
    Identity Providers
     tab when you configured SAML SSO. See Configure SAML Single Sign-On.
  11. Save your changes for the bulk upload template.
  12. Upload the bulk upload template into VNDLY and view the results.
Test to ensure that SSO works for clients in Test and Production tenants.
  1. From the header, select
    More
    Users
    .
  2. Select a client user that you imported.
  3. Confirm the
    Authentication
     field displays the desired SSO option.