Onboarding to the Automated Back Office

Onboarding to the Automated Back Office involves setting up an organisation to enable users to access the portal. Thredd assist you in the setup process, where you will then be able to log in to the Automated Back Office through SSO. Access to the Automated Back Office is controlled using your own Identity Provider (IdP), which enables SSO integration. When set up, a user can log in through SSO.

Set Up Your Organisation

To help onboarding to the Automated Back Office, you need to contact Thredd to arrange setup.

Before you can start using the portal, we will need to set up your organisation. This includes:

  • Adding the organisation to Cloud Entity, a third-party software for managing access to the portal.
  • Sharing information to configure Single Sign On (SSO) to use the portal.

When you have been successfully setup, you will be able to log in to the Automated Back Office via SSO.

Set Up the Organisation Administrator

When the Cloud Entity setup is complete, Thredd onboards your Super Admin to the Automated Back Office. An account is assigned to the Super Admin where they can manage the organisation's users and their access to the portal.

When onboarded, you receive a confirmation email from Thredd.

Log in to the Online Portal via SSO

  1. Access https://backoffice.thredd.com/login/

  2. Click the Log in with Thredd account link.

  3. Enter your organisation email address or username and follow the steps to authenticate. See the example below of the SSO screen.

Figure 2: Automated Back Office Login - SSO

After logging in, the Dashboard is displayed. See Automated Back Office Dashboard.

Add a User

Users are individuals in your organisation who need to be set up with access to the Automated Back Office portal. To add a new user follow the below steps. You will need to repeat these steps for other users in the organisation.

  1. Log in to your account at: https://backoffice.thredd.com/login/

  2. Select Platform > Users from the menu.
    The Users page displays a list of existing users.

    Figure 3: Users page

  3. Click Add User.
    The Add a User window appears.

  4. In the Display Name field, enter the user's name.

  5. In the Client Name field, select your organisation's name.

  6. In the Email field, enter the email address of the user.

  7. To create the user, click Create User.

    The message User created successfully is displayed.

Use the Save as Draft Option (Optional)

Use this option to create a user account in advance, before granting them access to the Automated Back Office.

  1. Perform steps 1 to 6 in Add a User.
  2. After you have entered the email address for the user, select the Save as draft check box.
  3. Click Create User. The user is created in the Draft Status on the Users page.
  4. When a new user is ready to log in, update the status for the status from Draft to Active.
    1. Find the user where the Status is set to Draft.
    2. Select Active from the Status drop-down as shown in the following example:

Figure 4: User Status of Active on the Portal

Update the User Status

Note that when the users have onboarded and are using the portal, you can perform the following status updates:

  • For users that are in the Paused, Draft, or Disabled status, you can change their status to Active. This enables them to use the Automated Back Office.

  • For users that are in the Active status, you can change their status to Disabled or Paused .