Managing access to Workflows

People with the Owner role can manage what their organization users can access in the Workflows app using the Org Settings tab.

Roles

Only people with the Owner role have access to Org Settings. You will not see this option if you are logged in with any other role. To find out more, refer to the Roles and permissions topic.

Setting up access to Workflows

  1. Log in to your organization in Workflows and select Org Settings.
  2. From the left, select Access control. This page allows you to set up access control at both the organization and project level:

    • Base role: You can set the base role for people with Member and Participant role across all projects within the organization.
    • Log in with Redocly account: This is the default authentication method. Owners can also invite people to the organization manually, using the Invite a new person link.
    • Log in with SSO: Allows you to automate user access via SSO, by using one or more identity providers. Note: Before you use this option, you will need to set up your identity provider, and choose a default role for just-in-time provisioning. JIT provisioning is a method of automating the user account creation process. (When your user tries to log in to Redocly, it will automatically map them to a role recognized by the Redocly app). For more information on how to do this, refer to the Configuring multiple identity providers (IdPs) topic. Once your identity providers have been set up, they are displayed under Log in with SSO. Access control

About verified domains

Before using Single Sign-On (SSO), customers must verify that they own the domain associated with people's accounts.

To add or verify domains for SSO, under Verified domains, select Contact support to add and verify additional domains. This will initiate a chat with the Redocly Support team who can assist with adding or verifying a domain. Add or verify domains