You have the option to set AssureGO+ up so that users can sign in.
You use AssureGO+ without any login, or you can set up an AssureGO+ portal with the option to log in. Login allows your users to sign in and verify their identity, so the system knows who is active. Both, Assure system users and AssureGO+ only users can sign in.
Access options
There are 3 access types for AssureGO+ portals that can be configured to allow users within an organization to manage their Health and Safety incidents. You can decide which access type to set independently for each AssureGO+ portal.
- No Authentication Required – This is the default setting
You can use AssureGO+ without any login required. Any user that has the link, can access the forms and documents shared to the app. - Authentication Required
Anybody who wants to access the AssureGO+ portal will need to sign in to access AssureGO+. All users have to be set up as Assure System users or AssureGO+ users in user management. - Authentication Optional
Anybody can access the AssureGO+ portal without signing in. There is an option for users to sign in when in the app. This will provide more flexibility as we release more functionality that is supported by authenticating the users.
Go here for Information on Portal configuration > Portal Configuration
Changes in AssureGO+
If a portal access type has been set to 'Authentication Required' the user will be presented with the login screen when they navigate to the portal. Users can log in and will see the relevant content for the portal. Once logged in Users can change their password and can logout. Users need to be set up as ‘AssureGO+ Users’ within the User Management in Assure.
If a portal access type is set to 'Authentication Optional', the user will be able to access the portal without logging in, however, they will see the option to log in and on doing so will have the same options as an Authenticated user.
If a portal access type is set to 'No Authentication Required' there will be no option for a user to log in to AssureGO+
What happens when logged in?
When a form is raised via AssureGO+ and a user is logged in, the Created By user information will be attached to the form and will be passed through to Assure so that the user can be identified in Assure as the user who created the form.
This information can be seen in record details.
This information also enables you to send email notifications to users who have created records to provide automated updates that their form has been received, updated, or closed out.
Go here for information on how to set up notifications: Set up notifications
With coming product releases additional functionality will be released that is only available to logged-in users.
Is SSO supported?
Yes, SSO is supported with the introduction of Authentication on AssureGO+
For AssureGO+ users the same password management rules as for Assure users apply.
Go here for information on password management. New User Setup
How does offline work for authenticated users?
Offline without authentication:
- Downloaded forms can be accessed when offline, but not submitted until back online
Offline with authentication
- You cannot log in when offline
Who can access AssureGO+?
Two user types will be available between Assure & AssureGO+ access
- Assure & AssureGO+ users - Assure System users will have access to AssureGO+ with the same username & password
- AssureGO+ only users - Access to AssureGo+ only with username and password
How do I set up an authenticated portal
To enable Authentication you need to:
- Ensure users are set up
- Change the AssureGO+ Access setting
Once all users are set up and have had their login details communicated, you can change the access type in the ‘Portal Dashboard’ configuration.
Go here for information on Portal configuration > Configure Portal
How do I set up AssureGO+ users?
On your user management screen, you will now see a new Access Type column.
All existing users default to 'Assure and AssureGO+' users. They continue to access Assure as they have been. Should you choose to set a portal to Authenticated access, the same login details will apply.
There is now an option to create 'AssureGO+ only' users. These users can only access AssureGO+.
Users can be set up manually.
Go here for more information on New User Setup: New User Setup
Can I change the access type for users?
Yes, you can change the access type manually by editing existing users on the User page.