Adding a new user that will use Single Sign On (SSO) is an easy process that can be handled entirely by your team. Here is what you will need to get started:
- Ensure that Aware is connected with your Identity Provider. Contact your Customer Success Manager if you have questions.
- An Aware Administrator that has access to System Settings
- An Administrator for your Identity Provider (Azure, Okta, Ping Federate, etc...). Hint: This will likely be a member of your IT team
Add the New User to Aware
These steps will be completed by an Aware Administrator
1. Navigate to System Settings > User Management > and click Add a User
2. Enter the First Name
- Maximum length is 150 characters
- No restrictions on characters
3. Enter the Last Name
- Maximum length is 150 characters
- No restrictions on characters
4. Enter an Email Address
- Maximum length is 254 characters
- Must be a valid email address
5. Once the user has been created, then you can add it to a Role.
Important Note: We highly recommend you wait to assign Roles to a new user until AFTER they have signed into Aware with their SSO credentials. Assigning Roles before could result in in permissions being removed upon first user log in.
Please refer to our RBAC documentation for additional information.
Add the New User in your SSO Provider Portal
These steps will be completed by your Identity Provider Administrator.
- Log into your SSO Portal (Azure AD, Okta, Ping Federate, etc...)
- Grant the user access to the Aware Application within the Identity Provider (Azure AD, Okta, Ping Federate, etc...)
After these steps are completed, instruct the new user to sign into their Aware environment (https://aware.work) using their SSO credentials.