Managing Applications & SSO Connections

Install, organize, and manage applications available throughout Rechat. Brokerage Administrators can configure App Store apps, Website Links, Single Sign-On (SSO) integrations, and Custom Applications

Rechat allows Brokerage Admins to self-manage My Apps and SSO connections, enabling secure access to third-party tools using SAML authentication.

This feature positions Rechat as an Identity Provider (IdP)—meaning Rechat handles authentication and grants access to connected applications.

Only visible to Brokerage Admins

Jump to Create a New App Connection

Jump to Add a Website Link

Create a New App Connection

1

Navigate to Applications

1. Team Switch to your Brokerage Brand

2. Click Settings

3. Click the Applications tab

4. Click Add New App

2

Choose App Type

You’ll be prompted to choose the type of app:

• Single Sign-On (SSO) → for SAML-based integrations

• Website Link → for simple external links

Select Single Sign-On (SSO) to continue with SSO setup.

3

Add Basic App Details

Enter the required app information:

• Application Name

• App Icon (PNG, SVG, JPG, or WebP – 64x64 recommended)

Click Next to continue

4

Configure SAML Settings

You’ll now configure the SSO connection using details from your third-party provider.

You have two options:

Option A: Import Metadata (Recommended)

• Click Import Metadata

• Upload the .xml file provided by your application

This will automatically populate most fields and reduce setup errors

Option B: Manual Entry

Fill in the required fields:

• ACS URL (Assertion Consumer Service URL)

• Entity ID

• Audience (optional)

• Destination (optional)

• Recipient (optional)

5

Configure Identity Settings

Select how user identity is passed:

• Name ID Format

  • Email (most common)

  • Persistent

  • Transient

  • Unspecified

In most cases, Email should be used

6

(Optional) Signed Response

Enable Signed Response if required by your provider

Only enable this if your third-party application specifically requires it

7

Save the Application

Click Add App to complete setup

What Happens Next

Once saved:

• Your app will appear in the Applications list

• You can:

  • Edit details

  • Reorder apps (drag & drop)

  • Access metadata

  • Delete the app

Add a Website Link

In addition to SSO connections, you can add simple Website Links to your My Apps experience—giving agents quick access to commonly used tools or resources.

This is ideal for platforms that don’t require SSO, but you still want easily accessible in one place.

How to Add a Website Link

1. Go to Settings

2. Click the Applications tab

3. Click Add New App

4. Select Website Link

Enter App Details

Fill in the required fields:

• Application Name (what agents will see)

• Application URL (destination link)

• App Icon (PNG, SVG, JPG, or WebP – 64x64 recommended)

Click Add App to save

What Happens Next

• The link will appear in your Applications list

• Agents can click it to instantly access the tool

• You can edit, reorder, or remove it at any time