Quick Start Guide: Setting up Your Organization

 

Table of Contents


 

Overview

Once you have signed up for a new Principles 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. 
  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: 

  • Setting up your organization using SSO
  • Setting up your organization using email / password 

 

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. At this step, you will also be asked to enter your billing information (country and zip code), for tax purposes. 

SSO-CreateOrg1.png

 

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. 

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. 


SSO-CreateOrg2-SAML.png

 

SSO-CreateOrg2-OIDC.png

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. 

SSO-CreateOrg3.png

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.

 

SSO-CreateOrg4.png

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. 

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. 



SSO-CreateOrg5.png

 

SSO-CreateOrg6.png

 

7. 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 Information (Country and Zip Code) 

If applicable, you will also have the option to enter a promotion code. 

 

Checkout_page.png

 

8. 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


SSO-CreateOrg-Finished.png

SSO-CreateOrg-LoginCheck-OLD.png

 

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. At this step, you will also be asked to enter your billing information (country and zip code), for tax purposes. 

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. 

 

Email-CreateOrg1.png

 

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. 


SSO-CreateOrg5.png

SSO-CreateOrg6.png

 

4. 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 Information (Country and Zip Code) 

If applicable, you will also have the option to enter a promotion code. 

 

Checkout_page.png

 

5. 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.’ 

 

SSO-CreateOrg-Finished.png

 

UserAdmin.png

 

Invite_User.png

For more information on managing users, see HERE

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