User activation for existing users

New accounts onboarded successfully in Proxuma will be saved automatically to Amazon SSO/MFA. Moreover, existing users and all their data accounts will be securely and seamlessly migrated to AWS SSO/MFA. Proxuma's latest security update ensures the latest industry-standard user authorization and authentication when onboarding users.

• AWS SSO/MFA
• User activation for existing users
• Migration of existing organizations
• Proxuma's Authentication Process and how to correctly add your Authentication URL for subdomains

• AWS SSO/MFA
  AWS SSO/MFA is a web services product that authenticates users who access various online applications. This authentication server works by providing both Users and Identity Pools to authenticate users who are either authorized or anonymous when accessing your system or app.
  
  
• Authentication URL
  An Authentication Uniform Resource Locator (URL) is a web address that includes tokens and credentials for authentication purposes.
  
  
• Subdomain
  A subdomain cuts a domain into different website sections using a prefix. This process allows administrators to individually manage each subdomain and create different groups that belong to a single entity. For example, the main domain is "proxuma.com", and the subdomains can be "users.proxuma.com" and "reports.proxuma.com".

Existing organizations will be automatically migrated to AWS SSO/MFA and will have their respective user pool. As the organization's admin, you can activate users under Proxuma's Users module.

💡Note: Logins occur exclusively via the designated subdomain. If you access the planner tool through the main domain, you will be redirected to the authentication page, including your subdomain.

To activate a user, follow these steps:

1. Go to Users and select the user you want to activate.✅

Users who aren't activated will have this user status:

2. Click View Profile.👤

3. Click the Pencil icon.✏️

4. Toggle the Proxuma Status to ON.🔛

5. Click the Save icon.💾

6. The steps above will let the system send a welcome message to their registered email address.📧

These emails will contain their usernames and temporary password.📧

7. Clicking the link will redirect users to your organization’s login page, which resides on your organization's subdomain.🔀

From this page, users are required to change their password immediately. Once a user successfully changed their password, they are now allowed to login to Proxuma.

Your organization’s authentication page are accessible via a subdomain. Incorrectly configuring this link may result in invalid user logins. Be sure to carefully follow the correct format for your authentication URL.

Here is the URL format:

⚠️Important! Do not use "auth" as a subdomain as shown on the example below:

Set up Microsoft Single Sign-on and Multi-factor Authentication
A comprehensive step-by-step guide on how to set up a Microsoft Single Sign-on account when logging into Proxuma.

Activate SSO and MFA in Proxuma

Learn how to activate Single Sign-On (SSO) and Multi-Factor Authentication in Proxuma. Get the latest security features for your users.

Create and activate new users

Onboard new customers and learn how to create these users in Proxuma once imported from Autotask.

Microsoft Single Sign-on (SSO) Login Guide
Identify the different login scenarios in Proxuma. This article will cover inactive accounts, missing licenses, and non-existing users. Additionally, this topic will explain how an account will log in to Proxuma if their SSO is enabled or disabled.

Reset passwords
Learn how to reset a password whether you're the organization's admin or user.