Getting access

how-to Steps to accomplish one task

On this page

  1. TOC

In this article, you will find instructions on how to get access to CluedIn.

Getting access for administrators

Depending on the type of CluedIn installation that you performed, do one of the following:

  • Sign up for CluedIn Saas - , see CluedIn SaaS.

  • Installation of CluedIn Private SaaS – sign in to CluedIn using the email address and password that you specified when configuring your CluedIn account. For more information, see CluedIn Private SaaS installation guide.

  • Installation of CluedIn PaaS – sign in to CluedIn using the email address and password that you specified on the Instance Setup tab of CluedIn installation. For more information, see CluedIn PaaS installation guide.

  • Local installation of CluedIn – sign in to CluedIn using the email address and password you created on the last step of local CluedIn installation. For more information, see Local installation guide.

Getting access for business users

You can sign in to your CluedIn account in one of the following ways:

  • Sign in with your email address and password - if your administrator invites you to CluedIn, you will receive an email with a link to sign up for your CluedIn account.

    The following diagram shows the steps involved in getting access to your CluedIn account by email.

    Diagram: the CluedIn administrator adds a user by email; the business user receives an email with an account activation link, creates a password and signs up, then signs in and starts using CluedIn

  • Sign in using Single Sign-On (SSO) – SSO is not enabled by default. If your administrator has set up SSO, you’ll be able to sign in to your CluedIn account by authenticating through your company’s identity provider.

    If the SSO method is enabled for your organization, you can select the corresponding button on the CluedIn sign-in page.

    CluedIn sign-in page with the Sign In using Single Sign-on button highlighted, above the link to use CluedIn account login

Sign in by email

After you created password for your account, you can sign in and start using CluedIn.

To sign in to CluedIn by email

  • On the CluedIn sign-in page, enter your email and password and then select Sign In.

    The Sign in page with the Email and Password fields filled in and the Sign In button

    After you sign in for the first time, you may notice that you have read-only access to all sections and modules.

    Integrations tiles shown as read-only, with a tooltip saying you do not have access and require claim integration.datasourcegroups at level Consultant

    To get permissions to specific modules and functions, you need to request access.

Request access

To get access to more functions within the platform, contact your CluedIn administrator or request access to the needed modules directly in CluedIn.

The following diagram shows the flow of requesting access directly in CluedIn.

Diagram: the business user sends an access request; the administrator receives it, chooses a role and grants access; the user receives a role approval notification, signs out and in again, and uses the features of the new role

To request access to CluedIn modules

  1. Sign in to CluedIn.

  2. Find the module that you want to get access to.

    For example, if you want to view deduplication projects, go to Management > Deduplication.

    You will see a message similar to the following.

    The You do not have access message with the Return to homescreen and Request Access buttons and a Show required access link

  3. Select Request Access.

    The request has been sent to your CluedIn administrator.

    When the request gets approved, you’ll receive a notification.

    Notification saying Role request approved, asking you to sign out and sign in to get the new role, with a View Request link

  4. Sign out and sign in again for the changes to take the effect.

    Now, you can use CluedIn modules and functions granted by new role.