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Logins and passwords

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The following sections do not apply, if you have Single Sign On (SSO) enabled. If you have opted for SSO and it has been enabled, see Single Sign on.

After you have been invited to use Retain Cloud, you will receive an email invite:

  1. Click Join Retain Cloud. A welcome screen is displayed
  2. Click Get started. The screen to set a password is displayed
  3. Read the tips and enter a new password. The password must have at least 12 characters, and at least one symbol or one number
  4. The checkmark icon will turn green only when you choose a password that follows the rules mentioned above
  5. The Continue button is enabled only when you choose a password that follows the rules mentioned above
  6. Click Continue
  7. The password is saved.
  8. Click the appropriate button to go to your profile, plans or dashboard

Note

If you leave the page or close the tab before setting up a new password, click the Join Retain Cloud link that you received on your email again and follow the above process.

Login

Note

You will only get 5 attempts to log in after which your account will be disabled for 10 minutes. You may either retry after 10 minutes or reset your password.

login

  1. Enter your email and password
  2. Click Remember me on this computer to save your login details to avoid re-entering them on your next logon
  3. Click Log in. By logging in, it is assumed that you agree to the terms and conditions
  4. Depending on your permissions, the next screen in your application is displayed on successfully logging in

Reset password

login password

  1. Click Forgot your password? on the login screen
  2. Enter your email associated with this account on the next screen
  3. Click Send reset password link. A link will be sent to you via email
  4. Click on the link that has been sent via email
  5. Think of a new password. Minimum 12 characters. Use the tips that are displayed
  6. Enter the password twice to confirm
  7. Click Reset password

Get help

  1. Select the Help icon from the navigation menu on the left
  2. The Help documents are displayed

Single Sign On

Overview

Single sign-on (SSO) is an authentication method that allows you to sign in to multiple independent software systems using only one set of credentials. With SSO, you can access all needed applications without being required to authenticate using different credentials. There is no need to sign in every time. You only sign in once. Retain Cloud application supports Azure Active Directory (AAD) accounts which can be used through the Microsoft Identity Platform.

Pre-requisites

  • A Microsoft Azure account with an active subscription
  • All the users under your tenant in Retain Cloud will need an account in Azure Active Directory with exactly the same email address. The email address is used as a user name for logging in to Retain Cloud.
  • One of the following roles: Global Administrator, Cloud Application Administrator or Application Administrator (only for the setup of My Applications Portal)

Access Retain Cloud

You have two options to access Retain Cloud:

  1. The link should be in the format: https://app.retaincloud.com/my_company where my_company is your tenant name in Retain Cloud
  2. When the link is accessed for the first time, you are asked to grant permissions to the application. Note: You may need to grant permission for the whole organisation

  3. If you are unable to progress past this point please contact your Azure Administrator for advice. You may also wish to contact Support Portal or your implementation consultant should you need to seek further advice.

  4. Retain Cloud needs only the minimum amount of user information - only the user profile read access is required

  5. Click Accept

You can now access Retain Cloud.

Note

The grant access process may be different, depending on the security policies in your organization.

My Application Portal

This requires a configuration in Azure Portal which requires one of the following roles: Global Administrator, Cloud Application Administrator or Application Administrator.

To set up the 'My Applications Portal:

  1. Go to Enterprise applications and choose New application

  2. Click Create your own application

  3. Enter an appropriate name and choose Integrate any other application... and click Create. The app registration is created and it is ready to be configured

  4. Select Single sign-on from the left pane and click the Linked SSO method

  5. Enter the Retain Cloud URL and click Save

  6. Select the User and groups and click Add user/group

  7. Select user(s) or group(s) that need access

  8. Enable the Visible to users switch in the Properties tab

  9. Retain Cloud application is now configured and will be shown in My Applications Portal

After the application is configured, it will take a couple of minutes to be shown in the user portal.

After you have enabled SSO, you will be able to access Retain Cloud via the SSO module in your company SSO provider website by clicking on the Retain Cloud box. If you have an active Retain user account then you will be taken directly to the Plan page.

You can also visit our Support Portal and raise a case to request Single Sign on (SSO).

Log out

log out

  1. Select Log out from the navigation menu on the left
  2. You will be logged out

Logging out completely from the SSO provider website will sign you out of all your company apps