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Managing authentication methods Follow

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Anthony Schuler
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Authentication methods control how your users access Revizto and can be added from the User management page in Revizto Workspace. Account admins can add authentication methods.

SAML authentication requires you to configure a service provider entity for the Revizto application. For more information, see Configuring single sign-on authentication for instructions on SAML authentication.

Required permissions

Viewing and editing authentication methods requires the Revizto account admin or account owner role. 
You can view your account role from the Account details page or Manage account details page in Workspace. See Roles in the license for more information.

Accessing authentication methods

To access authentication methods:

  1. Sign in to ws.revizto.com as an account admin.
    • If you are a member of several accounts, ensure that the correct account is selected.
  2. Open the Tools dropdown and select User management. If you do not see User management see Required permissions.
  3. Click Authentication Methods on the toolbar, and you will see all authentication methods that have been configured. 

Adding authentication methods

To add an authentication method:

  1. Navigate to the Authentication methods page.
  2. Click Add authentication method to create a new authentication method. 
  3. Set the authentication method parameters, and then click Save.

To learn how to assign authentication methods to account members, see Assigning authentication methods to users.

Editing authentication methods

To edit an authentication method:

  1. Navigate to the Authentication methods page.
  2. In the Actions column, click the Available actions button, and then click Edit from the dropdown menu.
  3. Edit your desired settings and then click Save.

    • Enabling two-factor authentication will prompt assigned users to add two-factor authentication on their next login.


Deleting authentication methods

To delete an authentication method:

  1. Navigate to the Authentication methods page.
  2. In the Actions column, click the Available actions button, and then click Delete from the dropdown menu.
  3. If the method is assigned to any users, you must select to either suspend them or assign another authentication method for them to use.
    • Suspended users will not be able to login to Revizto until they are assigned another authentication method.
  4. Click Delete.

Activating and deactivating authentication methods

To activate or deactivate authentication methods:

  1. Navigate to the Authentication methods page.

  2. Click the Active toggle to activate or deactivate an authentication method. 

    • Active authentication methods have a blue toggle and can be assigned to users. 
    • Deactivated authentication methods are grayed out and cannot be assigned.

  3. If you are deactivating an assigned authentication method, select either Suspend or Assign a different authentication method. 
    • Suspended users will not be able to login to Revizto until they are assigned another authentication method.
  4. Click Deactivate to confirm.

     

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