Octri

Account security

Your organization's Security settings hold two-factor authentication, single sign-on, active sessions and the audit log. Find them under Settings, in your organization.

FeatureAvailable on
Two-factor for your own accountEvery plan
Active sessionsEvery plan
Requiring two-factor for everyoneEnterprise
Single sign-onEnterprise
Audit logEnterprise

Two-factor authentication

Two-factor adds a code from an authenticator app to your sign-in.

  1. Scan the QR code

    Scan it with your authenticator app. If you can't, choose Can't scan it? to see a setup key you can type in.

  2. Enter the code

    Type the 6-digit code the app shows.

  3. Save your backup codes

    Each backup code works once. Keep them somewhere you can reach without your phone.

Single sign-on

Let your team sign in through your identity provider using SAML 2.0. There are setup guides for Okta, Azure AD, Google Workspace and OneLogin.

  1. Add Octri to your provider

    Copy the Entity ID and ACS URL into your identity provider, or give it the SP metadata file.

  2. Add your provider to Octri

    Enter its IdP entity ID, SSO URL and X.509 signing certificate.

  3. Verify your email domains

    List your domains, one per line, and add the DNS records shown. Once verified, members with those domains see your provider on the sign-in page.

  4. Test and turn it on

    Press Test configuration. When everything checks out, turn on Turn on SSO.

Options

OptionWhat it does
Require SSOMakes SSO the way members sign in. Turn SSO on first
Create accounts on first sign-inAdds new people the first time they sign in
Role for new membersViewer, Member or Admin
Attribute mappingThe names your provider uses for email, first name and last name. The defaults suit most providers

To protect your docs site rather than the dashboard, see access control.

Active sessions

Active sessions lists the devices signed in to your account, and marks This device. Sign out of anything you don't recognize.

Audit log

The audit log records every action taken in the organization, and keeps it for a year. Each entry shows the time, user, action, resource and outcome.

Filter by user, action type and date, and choose Export CSV to take a copy.

Your account

Your name, profile picture and password are in Account, from the avatar menu. Changing your password signs out your other devices. If you signed up with Google or GitHub, you can set a password from there too.