Managing User Access in Pequity with SSO

Adding a New User

1. Add them to Pequity and SSO:

   • Add the user to Team Members in Pequity.
   • Provision them in your SSO provider’s App Dashboard.

2. Set Permissions:

   • Assign Ranges and People Access permissions under Settings > Team Members.
   • Need help? Check our guides on Range Permissions and People Permissions.

Once done, the user can log in via SSO and access their assigned data.

Removing a User

1. Remove from SSO:

   • De-provision the user in your SSO provider’s App Dashboard.

2. Delete in Pequity:

   • Go to Settings > Team Members, find the user, and hit Delete.

Tips & Troubleshooting

• Guest Accounts: New users logging in without permissions become Guests with no data access.
  
• Error on Login: Users not provisioned in SSO will see an error when trying to log in.
• Audit Users: Need a list of current users and permissions? Contact us for an export!

Questions?

Reach out anytime at support@getpequity.com. 🎣