Authentication methods (How do Users access Templafy?)

Templafy supports multiple authentication methods. The important distinction in authentication methods is between Users who log into Templafy with their email address and a password they created themselves, and Users who are automatically logged into Templafy when they log onto their computer.

1. Manual login via email authentication

A company email domain (e.g. @yourcompany.com) is added to the configuration, which allows Users with an email from this domain to sign in.

The first time that a User signs in, they receive an email with a verification link to prove who they are. When Users click on the verification link, they are redirected to the Templafy Web App for their company, and asked to create a password.

Users are then able to sign into Templafy through using their email address and password. 

2. Single Sign-On (SSO)

Single Sign-On methods mean that a User is automatically signed into Templafy when they sign into their computer. 

A requirement for SSO is that the organization has a running authentication service that Templafy can communicate with. Examples of these services include ADFS, AzureAD in the cloud, and other similar services.

Templafy supports the most commonly used SSO technologies, including:

• SAML2
• OKTA
• OneLogin
• AzureAD (OpenID connect)
• Google (OAuth 2.0) - Templafy One only