Update Login Settings

📇 Log In Methods

To manage how your users log in to Mathison, navigate to Organization Settings and choose one of the following options: SSO with Google or Office 365(Domain Lock), or log in with a work email and password (Invite Only).

Invite Only (Default)

Invite only is the default login method, which means that users can only access Mathison once they receive an invitation from an EP Admin. To log in, users must first accept their invitation and create a password.

Invitations: EP Admins (Super Managers or Managers) can directly send invitations to new users they want to add to the platform.
See
📨Invitations

Email & Password: Users must log in using the same work email mentioned in their invitation and set a password.

Domain Lock or SSO

Managers and Super Managers have the ability to switch from the default invitation-only login scheme to Domain Lock, or SSO.

⚠️

You may need an Office 365 administrator to grant your organization access if you’re connecting with Microsoft. Find instructions and more details here.

See 🔏Guide to Domain Lock or SSO

Note: Sending invitations to email addresses outside the EP's domain is no longer possible. To invite your users, simply ask them to open app.mathison.io

🎛️ How to Update Login Method

ℹ️

Must have Super Manager access

Click on your avatar in the top right corner

Navigate to Organization Settings

Under Login Settings, click Edit

Select Invite Only or Domain Lock (SSO)
⚠️

Make sure to check your IT policies before turning on Domain Lock. If you don’t have the correct approvals, you might lock your org out of Mathison.
1. Configure Domain Lock (SSO)
1. Choose your service provider: Google or Office 365

Click Save

Note:
If you’re upgrading to
Domain Lock from Invite Only, any team member that created an account using an email that doesn’t match your domain exactly will need to create an account with an email address at your domain. See 🔏Guide to Domain Lock or SSO