{"id":"cs-sso-setup-email-it-admin","audience":"customer-success","category":"support-work","technique":"audience","track":"support","level":"intermediate","title":"Email an IT admin the three SSO steps that matter","free":false,"task":"Write the email from Aisha to Jasper. First line \"Subject: ...\" with under 8 words, then \"Hi Jasper,\" then exactly 3 numbered steps (where to go, what to paste, when to switch SSO to Required), then one sentence saying we cannot set it up for him and asking for the test user email. End with \"Aisha\". Plain text, under 120 words.","materialLabel":"Your material (attached to your prompt automatically)","material":"SSO SETUP NOTES - Tomlin Dairy (IT admin: Jasper Qureshi)\nPlan: Business. SSO is included in Business and above. Tomlin wants SSO ready by Nov 24 for a Dec 1 go-live.\n\nSteps (current as of release 8.2):\n1. Sign in as an account owner.\n2. Go to Admin > Identity > Single sign-on. (Older guides say Settings > Security; that menu was removed in 8.2.)\n3. Choose SAML and paste the metadata URL from your identity provider.\n4. Send us a test user email so we can enable test login.\n5. Switch SSO to Required only after the test login passes.\n\nWarning: if Required is switched on before the test passes, account owners can be locked out. Recovery through support can take up to 1 business day.\n\nJasper wrote on Nov 4: \"Can you just do it for us? We are short-staffed.\" We cannot: the metadata URL comes from their identity provider and only their admin has it.\nOur CSM is Aisha Rahman.","rules":[{"type":"plainText"},{"type":"numberedItems","count":3},{"type":"maxWords","max":120}],"mistakes":[{"title":"Using the old menu path","why":"The AI picks up Settings > Security from the older guide.","fix":"Say: \"Use the current path, Admin > Identity > Single sign-on.\"","checks":["r1"]},{"title":"Offering to do it for him","why":"The AI tries to be helpful and offers to configure SSO.","fix":"Say: \"Say we cannot set it up for him and ask for the test user email.\"","checks":["r2"]},{"title":"No subject or sign-off","why":"The AI skips the subject line or adds a long closing.","fix":"Say: \"First line Subject: ..., then Hi Jasper, and end with Aisha.\"","checks":["r0"]},{"title":"Getting markdown back","why":"AI adds bold and headings by default, which show up as stray symbols where this is pasted.","fix":"Say \"plain text, no bold, no headings, no asterisks\".","checks":["plainText"]},{"title":"Leaving the item count open","why":"The AI adds or drops items to feel complete.","fix":"Say \"exactly N numbered lines, nothing else\".","checks":["numberedItems"]},{"title":"Trusting the AI to count words","why":"The AI runs long and cannot count its own words.","fix":"Cap each part (\"each line under 12 words\") and add \"under N words in total\".","checks":["maxWords"]}],"promptHints":[{"label":"Names the reader","patterns":["jasper","it admin"]},{"label":"Fixes the step count and topics","patterns":["3 (numbered )?steps","three steps","exactly 3"]},{"label":"Uses the current path","patterns":["admin > identity","current","8\\.2"]},{"label":"Asks for the test user email","patterns":["test user"]},{"label":"Asks for plain text","patterns":["plain","no bold","no markdown","no formatting","no headings"]},{"label":"Sets the exact item count","patterns":["exactly \\d+","\\d+\\s*(numbered|lines|items|steps)","numbered"]},{"label":"Sets a word cap","patterns":["\\d+\\s*words","under \\d+","word"]}],"hint":"For a technical reader, give the exact steps in order and say what you need back from them.","mission":"Help Jasper set up SSO himself in three steps.","musts":["Exactly 3 numbered steps","We can't set it up","Ask for test user email"],"rubricLabels":["The first line is \"Subject:\" with under 8 words, followed by \"Hi Jasper,\" and the email ends with \"Aisha\"","The three steps give the current path Admin > Identity > Single sign-on (not Settings > Security), pasting the SAML metadata URL from his identity provider, and switching to Required only after the test login passes","One sentence says we cannot set it up for him because the metadata comes from his provider, and asks him for the test user email"]}