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Authentication Overview

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Overview

Your organization has a dedicated and isolated instance of Microsoft cloud services, and this is known as your Eptura tenant. After the Eptura tenant is created and your Administrators (Super Users) are created, then the Eptura Implementation team is ready to work with your IT team or Administrator to create your users.

It is important to understand the User Creation Process and the Sign In Process; the diagrams and descriptions below contain links to the user's experience and to the technical articles.

User Creation Process

Let us take you through the process.

Eptura Sign In

This screen will use the Ping Integration to sign in your users and the types available are SSO and Form. See the Sign In Process below for more details.

SSO (Single Sign On)

This allows users to sign in using their standard network account. Your organization can choose either:

  • SSO enabled - When this is enabled, then an SCIM integration is used to automate user provisioning.
  • SSO disabled - When this is disabled, the use the Directory tool to create the users manually or upload them in bulk.

Form

The sign in type Form will use the Directory tool to create the users manually or upload them in bulk.

App Access

When the users exist, then they can be granted access to the different Eptura products; use the Directory tool to grant or remove access. 

User Creation Process.png

Sign in Process

The Welcome Email is sent out to the user, and this communications to them their user account is activated and then can sign into Eptura. To learn more about the user experience, see Sign in to Eptura - Authentication Methods.

SSO

  1. If this is the first-time the user is signing in, then they will receive the "Authentication method changed to SSO" email. This lets the user know they can sign in.
  2. Eptura Sign In screen displays with the Sign in with SSO button.
  3. The user enters their SSO credential.
  4. The user is signed in and the Eptura Home screen displays.

Form

  1. If this is the first-time the user is signing in, then they will receive the "Welcome to Eptura! Account activated" email. This lets the user know they can sign in.
  2. Eptura Sign In screen displays with the Sign in with email button.
  3. If this is the user's first time signing in, they need to click the Forgot password? link. See Reset your Password.
  4. Account Recovery Email is sent out to the user, and this contains the security code. If the user doesn't use the code, it will expire and they will need to repeat the reset password process again to receive a new code.
  5. After they validate the security code, the can reset their password, and then the password reset successfully email is sent out.
  6. Eptura Sign In screen displays with the Sign in with email button.
  7. The user enters their credentials.
  8. The user is signed in and the Eptura Home screen displays.

Sign In Process.png