Applicable to the following Sastrify plans:

* Legacy includes all plans signed before February 29, 2024. 

The Users & Company Data page provides a centralized location to manage all user and organizational data, offering an enhanced experience that enables you to:

• Easily invite and manage employees as users within Sastrify.
• Oversee users, departments, and cost centers in one place, streamlining access management and usage tracking across your organization.

This unified page now also includes Authentication Settings, giving you a comprehensive view of your organization’s data.

IN THIS ARTICLE

• Configuring Authentication Settings
• Login Methods 
• Auto-Join

Sastrify Admins can configure and manage authentication settings for the company’s platform access by navigating to Settings > User & Company Data, then locating the Authentication Settings section on the right side of the page.

The login method, auto-join status, and default user role currently in use are displayed here.

To make adjustments, click Edit to open the settings page.

Configuring Authentication Settings

The settings page includes three key components:

1. Login Methods: Provides all available SSO authentication options.
2. Auto-Join: Allows users to join automatically based on configured settings.

Login Methods 

You can control how your entire organization accesses Sastrify and how new users are invited by choosing between the Username/Password option or one of several SSO providers.

Currently, we support the following SSO providers:

• Google
• Microsoft 
• Okta
• JumpCloud 
• Cisco Duo 

There are separate login configuration guides for the available SSO providers. You can access them by clicking on the link above based on the specific provider.

To select an SSO provider, simply click the radio button next to your preferred login method and click Save Changes to confirm the configuration.

When a specific SSO method is selected, all existing Sastrify users will receive an email notifying them of the company-wide login method update, along with instructions on how to access the platform. 

Note: Users who are allowed access via Auto-Join functionality will not receive this notification email (see below for more details on Auto-Join).

Moving forward, if the new login method is an SSO provider like Google, Microsoft, or Okta, users will be able to log in directly using the credentials provided by their new identity provider.

New users invited to Sastrify will receive an email with an access link and details about the enabled SSO login method.

Auto-Join

The Auto-Join functionality allows users to access the company’s Sastrify platform without requiring an invitation.

To enable Auto-Join:

1. Slide the toggle to the "On" position.
2. Enter the company domain in the available input box.
3. Set default user permissions for new users joining via Auto-Join. (You can update individual user roles later if needed.) Please read this article to understand the different user roles and permissions
4. Click Save Changes to confirm the configuration.

Once enabled, users with the registered domain can log in using any approved login method and will be automatically assigned to the company that matches their domain in the Auto-Join configuration.