Manage a Users Sign In Method for SSO Mixed Mode

Organizations with the mixed mode login method enabled will have some users login to the ClearCompany system using an enabled Single-Sign-On provider, while others will enter personally created ClearCompany credentials. This article provides instructions for creating a new user or modifying an existing user account to manually login (with ClearCompany credentials) to ClearCompany.

In this article:
How to View a User's Sign In Method
Create a New User with ClearCompany Sign In Method
Change the Sign In Method for an Existing User

  Individuals must be assigned the User Admin permission in order to access and add users in the User Setup area. Please contact your ClearCompany Administrator if you are unsure of your permission levels.

How to View a User's Sign In Method

When mixed mode login is enabled for an organization, each individual user's preferred sign in method can be set and checked within the Edit User screen of the User Setup page. An individual with User Admin permission should navigate to Tools > Setup > Users and search for and select the employee in question. Then, click Edit User and locate the Sign In Method section. 

Create a New User with ClearCompany Sign In Method

When a new user requires access to ClearCompany but does not have an account with your organization's Single-Sign On provider, you can create a user account that will instead utilize a ClearCompany manual login (username and password). 

1. Follow the steps outlined in this article to create the outline of the new user account.

2. Locate the Sign In Method section on the Add Current Employee window. By default, the Single-Sign On method will be selected.

   

3. Select Employee signs in with ClearCompany credentials.

4. Enter a Username.

   

   • Please note that usernames must be unique across ClearCompany's entire user base. We recommend using the employee's company email address for this reason. Click [check availability] to validate if the username is available to be assigned.

5. Follow the steps outlined here to provide login access to the new user. These instructions will guide the user in setting a secure password and logging into ClearCompany.

Change the Sign In Method for an Existing User

The preferred sign in method of a user can be switched from using Single-Sign On (SSO) to ClearCompany credentials, or vice versa, at any time. Please note, this is only available to organizations utilizing the mixed mode login option.

1. Navigate to Tools > Setup and select Users from the Organization Setup column.

2. Search for the name of the employee you wish to edit.

   

3. Click on their name to load the edit actions window. Click Edit User.

   

4. Locate the Sign In Method section. Select Employee signs in with ClearCompany credentials.

   

5. Click Update User Details to save your changes.

   

6. Follow the steps outlined here to provide login access to the user. These instructions will guide the user in setting a secure password and logging into ClearCompany.

   • When logging into ClearCompany, your user will see the following login options. They will click "Sign in with ClearCompany Credentials" to log in.

     

FAQs

Can you update the sign in method for users in bulk?

• Yes, this can be updated when using the User Import tool for bulk user updates. When creating your CSV file of user data, add a column with the header: ManualAuthenticationEnabled. Enter Y to set the method as ClearCompany credentials and N to set it as using Single-Sign On (SSO).

I don't see a Sign In Method section on the Edit User screen, why is this the case?

• The Sign In Method will only appear when your organization is set to use Mixed Mode login. If instead your entire organization uses Single Sign On or ClearCompany Credentials, this section will not appear on the Edit User screen. Please contact a ClearCompany Representative to confirm the login method of your organization's account.