Authentication

Authentication is the process by which users identify themselves to gain access to the application. This usually involves entering a username and password on the login screen.

Depending on the password policy selected for the user, access to the application will be granted through one of the following types of authentication:

  • Password Authentication: A standard login screen is displayed where the user must enter their username and password.

  • Password + SMS Authentication: After the username and password are entered and validated, an additional screen is displayed requesting a verification code. This code is sent in a text message to the mobile phone number registered for the user in the User administration form. If no mobile number is registered, the verification code screen will advise the user to contact the application administrator. However, if the mobile number is invalid, the user will not receive the SMS code. The SMS code remains active for 5 minutes and is valid for one-time use.

  • Single Sign-On with SAML: Users log in via their company’s Active Directory to enhance security and simplify user administration. Instructions for configuration are provided within the section.

If your administrator grants to you a new role with rights on data tables not previously granted while you are online, you must log out and log in again to see such data. Otherwise (removal of role, changes on rights for tables, forms or fields), it’s enough to reload the form or refresh the menu.