Users & Organization
Managing your Users, Organisation and Integrations
By Jasper and 3 others4 authors14 articles
- How to Create and Invite your Team to AutoRFPInvite team members and assign roles in AutoRFP
- How to Bulk Import Users into AutoRFPImport multiple users from Excel or CSV files
- How to Understand User Roles and PermissionsLearn role capabilities and configure organizational permissions
- How to Manage User Notifications in AutoRFPConfigure notification preferences for project activities and content management
- How to Enable Single Sign-On (SSO) in AutoRFPConfigure Single Sign-On for enhanced security and simplified login across your organization
- How to Configure SAML SSO with OktaAuthenticate and log in to AutoRFP.ai using Okta and SAML
- How to Configure IDP-Initiated SSO in OktaEnable users to access AutoRFP directly from their Okta dashboard
- How to Diagnose Login Issues in AutoRFPTroubleshoot missing Google sign-in popup during authentication
- How to Configure User Permissions in AutoRFPCustomize role-based permissions to match your organization's workflow
- How to Activate SCIM in AutoRFPAutomatically sync users and groups from your identity provider to AutoRFP
- How to Enable SCIM 2.O Provisioning with OktaEnable automatic user syncing between Okta and AutoRFP
- How to Enable SCIM 2.0 Provisioning with Microsoft Entra IDEnable automatic user syncing between Microsoft Entra ID and AutoRFP
- How to Switch Between the New and Classic DashboardCustomize your dashboard experience by toggling between the new task-driven dashboard and the classic layout
- How to Configure the Response Engine in AutoRFP.aiTeach AutoRFP's response engine about your organization, tell it which content to trust, and use tags to control exactly which answers it draws from — automatically.