Table of Contents
Getting started
Admin dashboard
Home page
Top menu
User dashboard
Log in from your computer
Log in with a QR code
Enroll in 2FA
Set a default 2FA method
Enroll in multiple 2FA methods
Applications for users
Launch an application
Organize applications using categories
Add an application category
Remove an application category
Put an application in a category
Take an application out of a category
Filter by application category
View application credentials
Update application credentials
Remove application credentials
Browser plugin
Install the plugin
Products for users
Request a product (user dashboard)
View products and requests
Withdraw a request
Return a product
Products for managers
View managed users
Request a product on behalf
View request or product status
Return a product on behalf
Report errors to IT
Products for product owners
View owned products
Request an owned product on behalf
View request status
Return an owned product on behalf
Product request notifications
View requests
Respond to a request
Delegate response duties
Revoke response duties
Servicedesk
Update user profile
Change password
Change language
Recertification
Recertification insights
View recertification insights
Campaign state
Campaign type
System campaigns
Custom campaigns
View a recertification campaign's insights
Recertification requests
Access Management
Directory sync
AD sync
Add a configuration
Active Directory mapping set
Customize mapping set
Enforce password changes
Azure AD sync
Enable sync
Disable sync
Google Workspace sync
Enable sync
Disable sync
Custom directory sync
Users
Local users
Synced users
Add, edit, or remove a user
Enable a user
Disable a user
Custom user attributes
Managers
Link a manager to a user
Link a manager to a group
Credential sets
Edit a user's credential set
Clear a credential set
User scope filters
Deleted users
Soft deleted users
View soft deleted users
Restore a soft deleted user
Hard deleted users
Change a user's password
Reset a user's 2FA
User settings reference
Groups
Local groups
Synced groups
Add, edit, or remove a group
Link a group to a user
Link a group to a group
Group settings reference
Applications
App catalog
App setup guides
ADFS SAML application setup
ADP Workforce SAML application setup
AFAS OpenID application setup
Amazon AWS AppStream SAML application setup
AMiSconnect OpenID application setup
BergOp SAML application setup
CPM4Care SAML application setup
Cura BackOffice OpenID application setup
Cura Web OpenID application setup
Decos JOIN application setup
Decos OpenID application setup
Drupal OpenID application setup
Dundas Reports SAML application setup
ECare Puur OpenID application setup
Entrace SAML application setup
Foleta OpenID application setup
Fortinet SSL VPN SAML application setup
GeriForce SAML application setup
Gerimedica Ysis SAML application setup
GoodHabitz SAML application setup
Google Workspace SAML application setup
HelloID SAML application setup
Houghton Mifflin Harcourt (HMH) SAML application setup
Infoland Zenya SAML application setup
Infolearn application setup
Intus InPlanning SAML application setup
IQMessenger application setup
ItsLearning SAML application setup
Lablecare SAML application setup
Lizzit SAML application setup
Logex OpenID application setup
Magister OpenID application setup
Medimo OpenID application setup
Microsoft Azure (Office365) SAML application setup
Microsoft Exchange via WS-Federation application setup
Microsoft RDWeb via WS-Federation application setup
Microsoft SharePoint via WS-Federation application setup
mijnCaress SAML application setup
MobileKeys OIDC application setup
Momo Medical SAML application setup
MyWorkDrive application setup
nCare OpenID application setup
Nedap Ons OpenID application setup
Noordhoff-Health PulseWeb SAML application setup
Ortec Hosting Portal SAML application setup
Ortec WS cloud websites SAML application setup
Overdrive Sora application setup
Planon SAML application setup
PowerSchool SAML application setup
ProActive SpendCloud SAML application setup
Progress MOVEit SAML application setup
Proquro (Exact P2P) SAML application setup
Pynter SAML application setup
Recruitee SAML application setup
Renaissance Learning SAML application setup
Ricoh myPrint SAML application setup
Roxit SAML application setup
Salesforce SAML application setup
SDB Identity OpenID application setup
SignRequest SAML application setup
Skyward Qmlativ SAML application setup
SmartDocuments SAML application setup
Smile SAML application setup
Somtoday OpenID application setup
Templafy SAML application setup
The Competence Group TCG Academy OpenID application setup
The Patient Safety Company application setup
Tonos Care OpenID application setup
TOPdesk SAML application setup
Totara SAML application setup
Triasweb OpenID application setup
TTS Residentweb SAML application setup
ValueCare SAML application setup
Vilans Protocollen OpenID application setup
Visma Raet Youforce application setup
Visma SAML application setup
Visma Plusport SAML application setup
VMWare Workspace ONE SAML application setup
Winkwaves SAML application setup
WordPress SAML application setup
Xpert Suite SAML application setup
Zendesk SAML application setup
Zivver SAML application setup
Add, edit, or remove an application
Generic app templates
Add a generic SAML application
Add a generic OIDC application
Grant a group access to an application
Application mapping sets
Customize a mapping set
Application credentials
Set credential source
Application shortcuts
Add, edit, or remove an application shortcut
Application categories
Add, edit, or remove an application category
Link a category to a group
Link a category to an application
Application access rules
Add, edit, or remove an application access rule
Application settings reference
Identity providers (IdPs)
Local IdP
Add, edit, or remove an IdP
IdP mapping sets
Customize IdP mappings
Show/hide IdPs (client restrictions)
IdP settings reference
Mapping sets
Security
Portal access rules
Add, edit, or remove a portal access rule
Sign-on policies
Password policies
2FA
Reset a user's 2FA
Supported 2FA hardware
OATH
Add, edit, or remove an OATH token
Import OATH tokens
Export OATH tokens
Delegate OATH management
RADIUS
Edit or remove a RADIUS config
SMS
Add, edit, or remove an SMS config
Set the active SMS config
Vendor SMS settings
Password self service
Enable QR code login
Export QR codes
Chromebook deployment
Enable Chromebook SSO
Enable the HelloID browser plugin for Chromebooks
Enable QR code login for Chromebooks
Access Management variables
Access Management Agent
Service Automation
Products
Add, edit, or remove a product
Add a product which grants access to an application
Clone a product
Link a product to a group
Approval workflows
Designated responders
Add, edit, or remove an approval workflow
Set a product's approval workflow
Set the default approval workflow
Approval workflow settings reference
Product categories
Add, edit, or remove a product category
Link a category to a product
Link a category to a group
Product requests
Product request lifecycle
View product request history
Product tasks
Add, edit, or remove a product task
View product task run history
Retry a product task run
Mark a product task as succeeded
Product owners
Product administration
Approve a product request
Deny a product request
Assign a product
Revoke a product
Product segregation
Segregate a product
Set a time limit
Product settings reference
Dynamic forms
Add, edit, or remove a dynamic form
Clone a form
Link a form to a product
Data sources
Native data sources
Add, edit, or remove a native data source
Static data sources
Add, edit, or remove a static data source
PowerShell data sources
Add, edit, or remove a PowerShell data source
Code Snippet library
View logs
Form elements
Element reference
Checkbox Input
Confirm Password Input
Date & Time
Dropdown
Dual List
Email Input
Form Row
Grid
Header
Markdown
Multi Checkbox
Multiselect
Multiselect Grid
Number Input
Password Input
Radio
Text
Text Area
Text Banner
Text Input
Time
User Selector
Form element settings reference
Form designer
Generate test JSON
Markdown syntax
Delegated forms
Pre-defined forms
Automatically import a pre-defined delegated form
Manually import a pre-defined delegated form
Add, edit, or remove a delegated form
Delegated form PowerShell scripts
Code Snippet library
Grant a group access to a form
Delegated form categories
Add, edit, or remove a category
Link a form to a category
Activities
View submissions
View PowerShell logs
View data source logs
View form data
View audit logs
Re-run a script
Clone a form
Enable/disable form
Tasks
Scheduled tasks
Add, edit, or remove a scheduled task
Manually run a scheduled task
Enable a scheduled task
Disable a scheduled task
Configure email notifications
View task run history
Retry a task run
Task catalog
Active Directory tasks
Add AD group to AD group