Single Sign-On (SSO) is required to view certain Storable Edge features (such as Business Intelligence Dashboards). Users will also need the correct Access Profile assigned to them in the SSO portal. If you're not already using SSO to log in to Storable Edge, an Admin can enable it for your company using our guide to quickly enable SSO.

Please note: If an admin enables SSO for all users when enabling SSO for Business Intelligence, all existing Edge users will automatically receive the BI Access Profile when they create their SSO user account. If not, an admin will need to create the BI Access Profile and assign it to users using the instructions below.

This guide walks you through managing Access Profiles in the SSO Portal.

Navigate to the Access Profiles section of the SSO Portal

1. Go to https://portal.storable.io/. 

2. If you already have an active session, click Authenticate. 

3. If prompted, enter your SSO username and password to log in.

Once you’re signed in, you’ll land on the SSO Portal homepage. 

4. Click Settings in the top-left menu.

5. In Settings, select the Access Profiles tab.

You’ll see a list of existing access profiles.
 

Create a new Access Profile

1. Click New Access Profile.

2. Enter an Access Profile name. Ex: Business Intelligence.

3. (Optional) Add a description to help identify the Access Profile later.

4. Under Permissions, select the applications you want associated with that profile and toggle on Allow access.

5. Click Save. 

You should now see the profile you created listed under Access Profiles.

Assign the Access Profile to users

1. From the Settings menu, click on the Users tab. 

2. Locate a user and click Edit.

3. In the Access Profiles section, select the Access Profile(s) that should be assigned to that user. 

4. Click Save User.
After saving, you’ll return to the Users list.

• The updated user will now include the assigned Access Profiles under their Access Profiles column.
• A confirmation message (“User updated”) will appear at the top of the screen.

Updated users should log out of Edge and log back in to refresh their settings and access the new features.

Edit an Access Profile

You can edit an Access Profile and add or remove permissions from a profile by following the instructions below.

1. From the Access Profiles tab, locate the Access Profile you want to edit. The list of profiles can be searched by name. The Name column can also be sorted.

2. Click Edit.

3. You can edit the Name and Description of the Access Profile if needed.

• Disable an existing application by selecting it on the left-hand side and toggling Allow Access to off.
• Enable a new application by selecting the app on the left-hand side and toggling Allow Access to on.

4. Click Save.