This article explains how to set up and use PointClickCare Single Sign-On (SSO) in Kno2. SSO allows your staff to sign into Kno2 using their existing PointClickCare credentials, reducing the number of separate logins to manage.
Before You Begin
Complete this prerequisite before configuring SSO. Both PointClickCare integrations must be approved before any configuration steps can begin.
Required integrations:
Kno2fy - Standard
Kno2fy - Advanced (PCC Login)
Important: The approval process can take several days. Submit your request before completing the steps below.
Step 1: Request PointClickCare Integrations
Submit an activation request through the PointClickCare Marketplace.
Log into PointClickCare.
Navigate to the Marketplace:
Single facility: Home > Marketplace > Manage Integrations
Multi-facility: Management Console > Home > Manage Integrations
Click Activation Request.
Enter your organization details.
Select Kno2fy - Standard and Kno2fy - Advanced (PCC Login) from the Application drop-down.
Click Submit.
Wait for confirmation that both integrations have been activated before proceeding to Step 2.
Step 2: Add Your Identity Provider
Once both integrations are activated, configure your Identity Provider in Kno2 to enable SSO.
Click the Settings icon in the upper right corner of your screen.
Select Identity Providers.
Click the + button.
Optional: Allow SSO Bypass - this option allows existing users to retain email and password sign-in after SSO is configured.
Enable this if any users do not have a PointClickCare login and need continued access via Kno2 credentials. (Users | Kno2® Knowledge Base)
In the Admin Setup User field, enter your PCC username (excluding the org code).
Optional: Add any additional users who need SSO access. Enter their PCC usernames in comma-separated format (e.g.,
user1, user2, user3).Click Save.
Activate the Identity Provider
Confirm the username in the drop-down above the blue Sign in with PointClickCare button is yours before clicking.
Click Sign in with PointClickCare.
Enter your PCC credentials on the PointClickCare login screen.
You will be redirected back to Kno2 once authentication is successful.
The Org UUID will display on the Identity Providers screen to confirm the connection is active:
Step 4: Sign In with PCC and Enable the PCC Integration
Click Setup PointClickCare Integration. A success message will display.
Navigate to Settings > API.
Locate the integration (it will be in a Disabled state) and click the power button to enable it.
Follow the prompt to log in to PointClickCare.
Click the pencil icon to open the Edit Integration modal.
Click Edit integration properties.
Click in the Filtered Facilities field and select the facilities to integrate with Kno2.
Configure patient settings:
Include Current Patients is selected by default.
Optionally check Include New Patients.
Set a Date Range for Discharged Patients. Values over 6 months may result in slower patient search times when Show Inactive Patients is selected.
Click Save.
The integration is now active for all users in your Kno2 account.
Step 5: Create Additional Users
Users whose PCC usernames were added during identity provider configuration will be created automatically upon their first SSO sign-in. To create users manually, follow these steps.
Navigate to Settings > Users or Settings > Network Users.
Click the + button.
Select the PointClickCare radio button.
Enter the user's PCC username without the org code. Including the org code will cause login errors.
Complete the remaining fields:
First Name / Last Name
Primary Job Function (internal reference only, does not need to be an exact match)
Email Address
Administrator: Check this box to grant the user Settings access and visibility into all message activity.
Send Permissions: Select one or more Kno2 addresses, or click Add all.
Intake Rules: Select one or more rules, or click Add all.
Click Save Changes.
Note: If the username field is flagged red, confirm the username is valid and check whether the user has an existing account that needs to be re-enabled.
Signing In with PCC Credentials
To sign into Kno2 using PCC credentials, use this URL:
Bookmark this URL and share it with your staff. Entering PCC credentials at this URL will sign users into their Kno2 account directly.
User Permissions
Users created through SSO are assigned roles as follows:
The user who completes setup: Administrator
All other SSO users: Standard User (assigned upon first sign-in)
To grant Administrator access to any user, navigate to Settings > Users, click the pencil icon next to their name, and check the Administrator box.
Configure Users for Inbound Messages
New users will not see received messages in My Intake until they are assigned to at least one Intake Rule.
Navigate to Settings > Intake Rules.
Click on the Intake Rule the user should have access to.
Click Edit.
Click in the Assign To field and select the user.
Click Save.
Repeat for each Intake Rule and user as needed.