Authentication Methods

PlexTrac supports multiple authentication methods for single-sign-on (SSO):

  • OAuth: OAuth is an open standard for authorization that grants access via access tokens. OAuth authorizes an application to access your data without giving it access to your credentials.

  • OpenID: OpenID Connect provides an authentication layer on top of OAuth 2.0. It addresses the lack of an authentication mechanism in OAuth and is thus a more secure solution.

  • SAML: Security Assertion Markup Language (SAML) is an open standard that attempts to bridge the divide between authentication and authorization.

OAuth is used in access authorization, while SAML and OpenID Connect are used in user authentication.

To set up multi-factor authentication (MFA) or reset the token, go to Profile (Personal Settings) and click the Two-Factor Authentication tab.

Requirements

Users need an account with PlexTrac before being authorized to use an alternative sign-on method. The users' email in PlexTrac must be identical to the email address used to authenticate through the third-party tool.

Configuration Instructions

Authorization setup is done by an admin in the Admin Dashboard under Security>Authentication.

Visit the SAML setup page for documentation on integrating with SAML and the OAuth/OpenID setup page for further instructions on OpenID Connect and specific third-party solutions.

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