Quick Start Guide: Setting up Your Organization

 

Table of Contents


 

Overview

To set up your group or organization, you will first need to sign up for a Principles account. Once you have completed the sign-up process, you will have the choice to set up your organization in one of two ways: 

  1. Email / Password - Invite users via email and allow them to login to the Principles Tools using a password. This is the simplest option for most small companies or teams. 
  2. Single Sign-On (SSO) - Use your organization’s preferred identity provider to login to the Principles Tools. This is typically done by a system administrator.

This article covers: 

  • Creating a Principles account 
  • Setting up your organization using SSO
  • Setting up your organization using email / password 
  • Troubleshooting FAQs

Creating a Principles Account 

1. Create Your Account

You can begin setting up your Principles account by navigating to https://my.principles.com/app/auth/signup. Here you will be prompted to enter your email, a password, and your full name. 

 

Keep in mind that you will not be able to create multiple accounts using the same email address at this time. If you’re looking to set up multiple accounts (for groups within the same organization, as an example) using the same, corporate email account - simply append a plus (“+”) sign after your email address and after that, you can insert any combination of words or numbers to create any number of personalized email IDs with the same inbox. For example, if your email is bob.smith@gmail.com, you would be able to use bob.smith+team1@gmail.com

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2. Confirm Your Email Address 

Once you click sign up, you will be asked to confirm your email address. This email will come from donotreply@principles.com. If you do not receive an email, check your spam folder or select ‘Resend email.’ It is also possible that your group or organization uses a third party spam filter, in which case, you should reach out to your IT administrator to ensure donotreply@principles.com is whitelisted. If you are still having trouble, contact us at support@principles.com

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3. Sign-in to Your Account 

Once you have successfully confirmed your email address, you will be prompted to sign-in to your newly created account. If you have forgotten your password, simply click ‘Forgot your password?’ at the bottom of the page. 

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4. Select the Mechanism to Set up Your Organization 

Once you have completed the sign-up process and successfully signed in to your account, you will have the choice to set up your organization in one of two ways: 

  1. Email / Password - Invite users via email and allow them to login to the Principles Tools using a password. This is the simplest option for most small companies or teams. For more information on setting up your account via email / password, click HERE.
  2. Single Sign-On (SSO) - Use your organization’s preferred identity provider to login to the Principles Tools. This is typically done by a system administrator. For more information on setting up your organization via SSO, click HERE.

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Setting up Your Organization using SSO

1. Create Your Organization 

Once you have selected SSO as the mechanism to set up your organization, you will first be prompted to give your organization a name. If you’re setting up the Principles Tools for your company, we recommend using your company’s name. If you’re setting up the Principles Tools for a team or group within your company, choose something that others on your team will recognize.

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2. Select Your Authentication Protocol 

If your company uses an identity provider (such as Active Directory, Azure AD, LastPass, Okta, OneLogin, SecureAuth, Entrust Identity, etc.) you will need to configure it with the Principles Tools. Select one of the following authentication protocols: 

  1. Security Access Markup Language (SAML)
  2. OpenID Connect (OIDC)

Note that to set up SAML or OIDC, you must be an Administrator for your Enterprise organization. Your identity provider may also need the following field(s) while setting up the connection: 

SAML

Single sign on URL: https://principles-prd-primary.auth.us-east-1.amazoncognito.com/saml2/idpresponse

Audience URI: urn:amazon:cognito:sp:us-east-1_LNfGXNssl

OIDC

Sign-in redirect URI: https://principles-prd-primary.auth.us-east-1.amazoncognito.com/oauth2/idpresponse

 

3. Configure Your Identity Provider (IdP)

Once you have selected SAML or OIDC, you will need to enter a set of information (i.e., your Provider Settings) in order to configure the Principles Tools with your preferred identity provider. All required fields can be found in the Administration console / dashboard for your identity provider. If you’re not sure where to find any of the required fields, please contact support for your particular identity provider. 


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4. Set Your Session Settings 

After you've configured the Principles Tools with your identity provider, you will be prompted to provide a Login Subdomain and Refresh Token Expiration. 

  • Login Subdomain - This is the URL your organization will use to access the Principles Tools. We recommend that this be similar, or the same as, the organization name you have chosen in Step 1.
  • Refresh Token Expiration - This is how long users will stay logged in before they are logged out and required to log in again. This is set to 30 days by default. 

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5.  Provide Field Mapping Information for Users 

After you’ve finalized your Session Settings, you will be asked to provide a set of field names from your identity provider. These are fields that contain user-related information that will get pushed to Principles Tools. The field names (also called mappings) can be found in the Administration console / dashboard for your identity provider.  If you’re not sure where to find these fields, please contact support for your particular identity provider. 

  • Field Name for User’s Name - This should be the field name for a user’s display name
  • Field Name for Unique Identifier - This should be the field name for a user's unique ID.
  • Field Name for Email - This should be the field name for a user’s email address. This is the email they will use to sign in with.

 

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Once set up properly, anyone who belongs to your company or group’s organization will be required to log in to their Principles account using your preferred identity provider. They can do this by going to the login subdomain you have chosen in step 4 above. 

 

6. Select a Product and Number of Users

Once you’ve submitted all of the organization configuration settings, you will be asked to select a product. Select which product you would like to purchase and click ‘Next.’ At this point, you will be prompted to enter a number of users. Keep in mind that you can always add additional users later. For more information on our product subscriptions, see HERE. 



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7. Enter Your Billing Information 

At this step, you will be asked to enter your billing information (country, address, city, state, and postal code), for tax purposes. 

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8. Finalize Your Purchase

After you have chosen a number of users and entered your billing information, you will be directed to the checkout page. Here you will be able to review the cost details for your subscription. To complete your purchase, you will be asked to enter the following information: 

  • Your Email 
  • Credit Card Information (Name on card, Number, Expiration, and CVC) 
  • Billing Address 

If applicable, you will also have the option to enter a promotion code by clicking ‘Add promotion code.’ 

 

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9. Verify that Your Organization Creation is Successful 

At the end of the organization setup process, you will be asked to verify your organization was successfully created by logging into your newly created account using your SSO provider. Click ‘Log In with SSO’ - this will open the login page for your SSO provider in a separate tab.

If you were unable to login to your account using your SSO provider, navigate back to the original tab and select ‘Something Went Wrong.’ This will direct you to a page where you can review and edit your organization configuration settings. Make sure that you have entered all fields correctly. If you are still unable to verify your organization was successfully created and/or login to your newly created account using your SSO provider, please contact support@principles.com


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Setting up Your Organization using Email / Password

1. Create Your Organization

Once you have selected Email / Password as the mechanism to set up your organization, you will first be prompted to give your organization a name. If you’re setting up the Principles Tools for your company, we recommend using your company’s name. If you’re setting up the Principles Tools for a team or group within your company, choose something that others on your team will recognize. 

Email-CreateOrg1.png

2. Set Your Session Settings 

As part of the Create Organization step, you will be prompted to provide a Login Subdomain and Refresh Token Expiration. You can keep our recommended defaults or change them if needed.

  • Login Subdomain - This is the URL your organization will use to access the Principles Tools. We recommend that this be similar to (or the same as) the organization name you have chosen in Step 1.
  • Refresh Token Expiration - This is how long users will stay logged in before they are logged out and required to log in again. This is set to 30 days by default.

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3. Select a Product and Number of Users

Once you’ve submitted your organization settings, you will be asked to select a product. Select which product you would like to purchase and click ‘Next.’ At this point, you will be prompted to enter a number of users. Keep in mind that you can always add additional users later. For more information on our product subscriptions, see HERE. 


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4. Enter Your Billing Information 

At this step, you will be asked to enter your billing information (country, address, city, state, and postal code), for tax purposes. 

Email-CreateOrg3.png

 

5. Finalize Your Purchase

After you have chosen a number of users, you will be directed to the checkout page. Here you will be able to review the cost details for your subscription. To complete your purchase, you will be asked to enter the following information: 

  • Your Email 
  • Credit Card Information (Name on card, Number, Expiration, and CVC) 
  • Billing Address

If applicable, you will also have the option to enter a promotion code by clicking ‘Add promotion code.’ 

 

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6. Invite Your Team Members 

Once you’ve completed your purchase, you will be prompted to invite your team members. By selecting ‘Invite others to your organization,’ you will be directed to the Administration tab of the Principles Tools. Simply select ‘Invite’ from the top of the page, enter your team member’s name and email address, and click ‘Invite new user’  to invite a member of your team. Once invited, that user will receive an email prompting them to set up their account and create a new password. You’ll notice that this user will now be shown in the list of users with a status of ‘Active,’ whether or not they have set up their account yet. 

 

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For more information on managing users, see HERE

 

Troubleshooting FAQs Article can be found here.

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