Internet Explorer version 11 and above.
Chrome Version 70 and above
Firefox version 60 and above s
Some (non-SAML) applications need a browser extension to perform Single Sign-On. If the extension is not available in the browser, you will be prompted to download and install the extension.
After Compact Identity is configured, it is ready for users.
- Each user will receive a system generated mail with login credentials.
- Users will be instructed to login, change the temporary password, and start using the system.
The flow is designed to walk you through a process in a step-by-step manner. In case you take a different step, the guide assumes that you no longer need support and stops. To bring back the guide, you will need to restart the process.
This typically happens if you try to get the guided help to start after you have started the process. We are working on this issue and hope to fix it soon.
CI is made to be thoroughly user-friendly. Since the nature of identity management is technical, there is still some technical configuration required. To make this as easy as possible, CI comes with guided walk-throughs for all the tasks you will need to perform. Note that the guided flows will “break” if you take a different path from the steps, and you will need to restart from the beginning to get the guided tour back. Starting the guided flow while already in a configuration task will confuse the help system.
1.Login using the administrator link (see the welcome mail from firstname.lastname@example.org)
- Make sure to change the initial password we send
2. Setup (and reconfigure, if you opted for the pre-populated system) in the following order:
- Configure Active Directory & import Users & Roles (optional)
- Configure your web applications1 for SSO (optional)
- Configure your SAML application2 for SSO (optional)
- Configure your desktop application3 for SSO (optional)
- Add other provisioning applications4 (optional)
- Add ‘AD’ as a directory for authentication5 (Optional)
- Configure Roles6 as Static7 or Dynamic8 (optional)
- Create users (optional)
- Creates users manually, and/or
- Import users from a .CSV file
- Configure SMTP server9 (or use the one pre-configured for free)
- Configure SMS10 (or use the pre-configured one for free)
3. Each user will get a system generated mail with their login credentials but without the login URL
4. After you send them a mail with the User Login URL, users will login, change their password, and start using the system
- By ‘web applications’ we mean websites like banking & news that do not normally support SSO
- ‘SAML’ applications are those like Gsuite that support the SAML protocol for SSO
- Desktop applications are on-premise applications, like Putty, that require the user to enter their credentials for login. For Compact Identity on the cloud to communicate with your desktop applications, a small executable will be required on each user’s desktop. The first time you try to login to a desktop application you will be prompted to download and install an executable.
- “Provisioning Applications” are those applications that support far more features than just SSO. These applications support user creation, access permissions to specific capabilities (called entitlements) and overall user management into these applications. Active Directory is one such provisioning application, and if configured, users that are created in CI, or if passwords are changed in CI, are synchronized (provisioned) in AD. There are about 30 provisioning apps available at this time, with more applications being added every week. Ask us if you need a connector that is not available, and we’ll build it for you (either for free or for a nominal charge, based on the application’s popularity).
- ‘AD as directory’ implies that CI will use the authentication mechanism of AD, instead of its own
- The most common way to configure application access is to specify the roles of who can access each application. Users are assigned to roles, and this automates the access they have. There are two ways to decide the role for users when they are onboarded: Static & Dynamic.
- Static Roles are user groups where the users are explicitly specified to belong to that role. Roles imported from AD are always Static since users in the AD group are set to the CI Role.
- The recommended way for non-AD imported Roles is to define Dynamic Roles. This way users are given access based on their user profile, as well as get new accesses (and removal of others) based on changes in their profile.
- SMTP server is the settings of your internal mail server that CI will use to send out emails.
- SMS support (normally needed for Multi-factor authentication) requires you to configure this.
Please contact us, and we’ll be happy to help. We’ll make the changes to the user as well as the monthly billing (starting from the next month). If you have more than 500 users, the extra-low prices we have for the small enterprises will not apply.
The applications you have access to are displayed on your launchpad. Click on the application for login using SSO. Some applications may not support SSO (or may not have been configured for SSO), and you will have to log in to these applications manually.
You may be prompted to install a web plug-in or an executable the first time you access a web and desktop app.
Click on manage credentials from the left menu and select the specific app. Click on update credentials, make the changes, and save.
The browser extension is not installed in the browser. Make sure you are using a supported browser10. Then make sure the extension is installed for that browser. You will be redirected to the extension installation page, from where you need to download and install.
This is likely a failure with Active Directory. Contact your AD administrator.
For additional security, we have designed the system with two URLs – an admin and a user URL. The admin login is for administering the system, while the user login is for the business user. You can log in as a user only after setting up one or more users first.
Contact us 5 days a week during business hours by voice call – (+91 6361614717, +91 8088432938). Or send an email to email@example.com, and we will come back, usually within 4 business hours.
We’ll be happy to connect you to our implementation partners who will discuss the scope of work and take this forward.