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.

Authorization method

Document Limits

Password Policy

 

Authorization method

Administrators can configure Intelligent Capture access using either application-based authentication or single sign-on (SSO). Enabling SSO allows users to access multiple applications with a single log in.

Requirements to work with Intelligent Capture SSO:

  • You MUST have an existing/configured SSO Identity Provider (IdP) that is OpenID Connect or SAML compliant.
  • You MUST have IT staff familiar with SSO/OpenID Connect/SAML 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 an authentication method from the Type drop-down menu. The following options are available:

    • Application Based: Users will use a standard Intelligent Capture username and password to sign in.

    • OIDC Single Sign-on (SSO): Users will use OpenID Connect SSO to sign in. OpenID Connect is an identity layer built on top of the OAuth 2.0 protocol. It allows users to authenticate and authorize access to applications using existing provider accounts. OpenID Connect provides a secure and standardized way of exchanging user authentication information between identity providers and service providers. It uses JSON Web Tokens to provide lightweight and stateless identity tokens.

      1. Select OIDC Single Sing-on (SSO) from the Type drop-down menu.

      2. Enter the Client ID and the Authority. These settings are provided by your SSO identity provider.

      3. Click Save.

    • SAML Single Sign-On (SSO): Users will use SAML SSO to sign in. SAML (Security Assertion Markup Language) is an XML-based protocol used for exchanging authentication and authorization data between identity providers and service providers. It allows users to log into one system and then access multiple applications without needing to re-enter credentials. SAML tokens encapsulate user attributes and authentication assertions, ensuring secure transmission between identity providers and services providers.

      1. Select SAML Single Sign-on (SSO) from the Type drop-down menu.

      2. Enter the Identity Provider Entity Id and the Single Sign On Url. These settings are provided by your SSO identity provider.

      3. Click Choose File to upload an existing SAML certificate.

      4. Click Download Service Provide Certificate to download a certificate. Your SSO identity provider will use this certificate in their configuration to properly sign requests.

      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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