Add an Authentication Type

Adds an authentication provider and users to AgilePoint NX.

Figure: Authentication Configuration screen

Authentication Configuration screen

Video: Add a User and Assign Access Rights

Prerequisites

Good to Know

How to Start

  1. Click Settings.

    Settings
  2. Click Admin Settings.

    Click Admin Settings

Fields

Field Name Definition

Enabled Authentications

Function:
Shows you the active authentication types in your AgilePoint NX environment.

You can enable more than one account of the same third-party service, such as Microsoft 365 or Salesforce.

Accepted Values:
  • Primary - Shows the main authentication types on your AgilePoint NX environment.
  • Make Primary - Makes the selected authentication primary for your AgilePoint NX environment.

Supported Authentications

Function:
Shows the authentication types your AgilePoint NX environment can use.

The authentication types can change based on your AgilePoint NX configuration.

Accepted Values:

This authentication type is available in AgilePoint NX OnDemand:

  • AgilePoint ID - Enables native AgilePoint authentication.

These authentication types are available in AgilePoint NX OnDemand AgilePoint NX Private Cloud or AgilePoint NX OnPremises:

These authentication types are available in AgilePoint NX Private Cloud or AgilePoint NX OnPremises only:

  • ADFS
  • Okta
  • IdentityServer
  • CA SiteMinder
  • PingFederate

For more information, refer to Authentication.

Limitations:

Okta, IdentityServer, and CA SiteMinder authentication are available in this release:

PingFederate authentication is available in these releases:

Auto Signup - Auto sync user profile on first successful login

Function:
Synchronizes users in your AgilePoint NX environment with a third-party service, such as Microsoft Azure Active Directory, Salesforce, or Google.

Synchronization is a one-way process. Data flows from the external service to the AgilePoint user database. Users you add to AgilePoint are not added to the third-party service.

Accepted Values:
  • Yes - synchronizes the users with your AgilePoint NX environment.
  • No - Does not synchronize the users with your AgilePoint NX environment.

Auto Signup - Sync User Email IDs

Function:
Synchronizes users e-mail ID in your AgilePoint NX environment with a third-party service, such as Microsoft Azure Active Directory, Salesforce, or Google.

Synchronization is a one-way process. Data flows from the external service to the AgilePoint user database. The users e-mail ID you add to AgilePoint are not added to the third-party service.

Accepted Values:
  • Yes - synchronizes the users e-mail ID with your AgilePoint NX environment.
  • No - Does not synchronize the users e-mail ID with your AgilePoint NX environment.

Add Users - Single User

Opens this Screen:
Create New User screen
Function of this Screen:
Creates a user in AgilePoint NX.

Add Users - Bulk Upload

Opens this Screen:
Bulk Upload screen
Function of this Screen:
Creates more than one user for AgilePoint NX.