Getting access

On this page

  1. Getting access for administrators
  2. Getting access for business users
    1. Sign in by email
    2. Request access

In this article, you will find instructions on how to get access to CluedIn. Depending on your role, read one of the following sections:

Getting access for administrators

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

  • Installation of CluedIn from the Azure Marketplace – sign in to CluedIn using the email address and password you specified on the Initial Setup tab of CluedIn installation. For more information, see 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.

    getting-access-diagram.png

  • 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.

    sign-in-sso.png

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.

    sign-in-email-3.png

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

    request-access-1.png

    To get permissions to specific modules and functions, 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.

request-access-diagram.png

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.

    request-access-2.png

  3. Select Request Access.

    The request has been sent to your CluedIn administrator.

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

    request-access-3.png

  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.