Tenant Options

In Tenant Options, you can control the authentication method for your tenant, set document limits, and manage the password policy.

Any user that is assigned to a role with the Manage Tenant Options permission can modify tenant options.

Single sign-on authentication

Document Limits

Password Policy

 

Single sign-on authentication

Administrators can configure Intelligent Capture access using a third-party single sign-on (SSO) provider. Intelligent Capture is compatible with most SSO providers who are OpenID Connect compliant. SSO simplifies the user experience for end-users.

OpenID Connect is a standard protocol for web browser Single Sign-On (SSO). Enabling SSO eliminates all passwords used in Intelligent Capture and instead uses standard cryptography and digital signatures to pass a secure sign-in token from an identity provider to a SaaS application.

Requirements to work with Intelligent Capture SSO:

  • You MUST have an existing/configured SSO Identity Provider (IdP) that is OpenID Connect compliant.
  • You MUST have IT staff familiar with SSO/OpenID Connect with permissions to make changes to your Identity Provider. Intelligent Capture does not configure your identity provider. All documentation and configuration information should come from the identity provider.
  1. On the Navigation Menu, click Settings, then click Options.
  2. In the Authentication Options section, click Edit.

  3. Select Single Sign-on (SSO) from the Type drop-down menu.
  4. Enter the Client ID and Authority. These settings are provided by your SSO identity provider.

  5. Click Save.

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Document Limits

You can set the total pages per month (per user) and maximum single document page counts for your tenant. These settings will override document limits set for single users unless the Override Tenant Limits check box is selected at the user level. See Add a new user for more information.

For Total pages per month, the default is 250 with a range of 1 to 100,000.

For Maximum single document page count, the default is 100 with a range of 1 to 2500.

  1. On the Navigation Menu, click Settings, then click Options.
  2. In the Document Limits section, click Edit.

  3. Edit document limits as necessary, then click Save.

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Password Policy

You can set the password policy for your tenant.

  1. On the Navigation Menu, click Settings, then click Options.
  2. In the Password Policy section, click Edit.

  3. Edit password requirements as necessary, then click Save.

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