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Authentication Methods

How to Review and Change Authentication Settings

Written by David Fastuca

1. Open the Authentication tab

  • During onboarding, your team would have already chosen an authentication method.

  • If you need to change it later, go to the Authentication tab.

  • This is where you manage how users sign in to your company account.

2. Check the currently enforced sign-in method

  • The page shows your current sign-in method.

  • Only one authentication method can be enforced at a time.

  • Use this view to confirm how your team is currently signing in.

3. Choose from the available authentication options

  • Available sign-in methods include:

    • Email + one-time code: users enter their email and receive a unique 6-digit code in their inbox.

    • Google SSO: users sign in with their Google Workspace account.

    • Microsoft SSO: users sign in with their Microsoft 365 / Entra ID account.

    • SAML-based SSO: supports identity providers such as Okta, Entra ID, OneLogin, and others.

4. How to Configure SAML

  • If your company uses SAML, you can configure and activate it for company-wide access.

  • The setup connects your identity provider to the platform.

  • Users are routed based on the company email domain set in the company profile.

5. Set the session timeout

  • At the bottom of the page, choose the session timeout setting.

  • This determines how long users can stay inactive before being automatically signed out.

  • The allowed range is 1 to 14 days.

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