Users & Organization
Managing your Users, Organisation and Integrations
By Louis and 4 others5 authors13 articles
- How to Create and Invite your Team to AutoRFPInvite team members and assign roles in AutoRFP
- 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 User Permissions in AutoRFPCustomize role-based permissions to match your organization's workflow
- How to Activate SCIM in AutoRFPAutomatically sync users from your identity provider to 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.
- How to Enable Microsoft SSO in AutoRFPEnable the built-in Microsoft sign-in button for fast, one-click SSO — for organizations that don't need custom SAML/SCIM.
- How to Enable Google SSO in AutoRFPStep-by-step guide to enabling button-based Google Workspace OAuth Single Sign-On in AutoRFP, including prerequisites, setup steps, what changes for users, and troubleshooting.
- Okta: SSO, SCIM & IdP Setup GuideOkta guide on SAML SSO setup and enforcement, optional SCIM provisioning, the Okta-specific Bookmark App for dashboard access, and consolidated troubleshooting.
- How to Use AutomationSet rules that automatically apply the right Response Mode to matching requirements, based on plain-language instructions you write once.