Logging into the system
Navigating the Home Page
How To
All our how-to guides and video tutorials contain screenshot of our demo system and the information that you see will differ depending on your organizational configuration and the version of Pricefx software that you are running.
Use SSO
In this tutorial we cover signing in with Single Sign On (SSO) as well as using your Login Credentials.
Both of these can be used with Two Factor Authentication, which we discuss too.
To begin with your organization will have a web address that points you towards the Pricefx server where the organizational data is stored.
You should receive this from your system administrators along with your login instructions.
Once you navigate to your Pricefx login page, you can login in 2 possible ways.
Single Sign-On
Login Credentials
Both of these can be used with Two Factor Authentication, which is covered separately below.
Single Sign on
Single Sign On is an option your organization can implement whereby a feature is added to the system allowing you to sign on using an existing internal username and password.
If your organization has implemented this option, you'll see a single sign on or SSO login option positioned below the login button.
If you’ve been granted access and click on this, you will automatically be logged into the system.
If you are asked for additional information, chances are that your organisation has implemented 2 Factor Authentication which is covered in more detail below.
If your organization has implemented Single Sign On and you’re not able to access the system, ask your system administrators to investigate.
User Credentials
Logging in with your User Credentials requires 3 pieces of information.
Namely
Your username (usually case sensitive),
your organization partition, and
your password.
The partition is information unique to your organization and potentially your business unit or region. If you're struggling to access the system using a partition that you've been provided, chances are that your organisation has multiple partitions and you should enquire with your system administrators whether the partition you’re trying to access is correct and that your profile has been set up correctly.
Once you’re sure you have the correct credentials fill in the details provided and click on the login button.
Once you click on the login button you'll be directed to the Pricefx home page, which we will cover in more detail in a future tutorial.
2 Factor Authentication
Two-factor authentication adds an extra layer of security to the process of logging in to the application. If this has been set-up by your organization when you attempt to log in, either through Single-Sign-On or with your User Credentials you will be asked to enter a one-time pin or OTP.
This one-time pin is provided by an authentication tools, such as Google Authenticator, Authy, Microsoft Authenticator, FreeOTP, etc.)
When your system administrator sets up your account with 2 Factor Authentication an email will be sent to your registered email address with a QR code and a shared secret key that needs to be stored in the authentication application.
The email should also provide details on which authentication app to use and how to access it.
Download the relevant app and then in the app create a new account for Pricefx and scan the QR code or enter the secret key provided in the email. This will validate your credentials and setup your account.
Once the account is set up, the app will generate a one-time pin each time you log into Pricefx.
If you change devices or lose access to the authentication app, you can re-use the secret key on a new device or if it has expired, request a new QR code from your system administrators.