Provide access to customers

Within the Veriam App there are different ways in which you can provide access to your customers.

Each option is explained below.

Provide a free subscription

The most flexible, and most common, way to providing access is through a free subscription. A subscription can be created for a customer organization and they can then assign users to the susbcription as they see fit.

See the Subscription Management section for more information.

Manually assign access

For ultimate control on who has access to your applications, it is possible to only allow customers to have access to your applications after you have provided explicit access. Although this option requires the most manual work, it also offers the most control to determine which accounts, or which users of your customers, have access to your applications.

How to set this up

The following steps apply the same for roles or policies.

1. Refer to creating Policies to configure a policy that grants access to (parts of) your application(s).

2. Navigate to the Accounts.

3. Select the account you want to give access to (in case the customer account is not available, see Customer Accounts).

4. Determine if you want the entire organization to have access, or only specific users

   1. Entire organization:

      1. Go to Policies > Assigned Policies

      2. Click ‘Assign Policy’ > To organization

      3. Select the account and policy that gives the required access

      4. Confirm the choice and close the dialog by clicking Assign Policy.

      5. This can also be done by going to Accounts > Selecting the account > Expand the Policies section and clicking to 'Assign Policy'.

   2. Specific users:

      1. Go to Policies > Assigned Policies

      2. Click ‘Assign Policy’ > To users

      3. Select the user/s and policy that gives the required access

      4. Confirm the choice and close the dialog by clicking Assign Policy.

      5. This can also be done by going to Users > Selecting the user > Access > 'Assign Policy'

5. Your customer (or user of customer) can now login to your application.

An overview of all Policies assigned to customers (both accounts and users) can be found from the Policies or Role section, depending on the type of policy assigned. Policies can also be removed from these overviews, or from the Policies tab on the Account detail page, or Account - User detail page.

Ensure everyone with an account can login

The least restrictive approach is to ensure that everyone with a Veriam account is allowed to login on your application. This means that Veriam will not perform any additional authorization checks, but will allow anyone with a Veriam account, from any organization, to login to your applications.

This approach should only be used in cases where:

• You have extensive authorization checks build into your application already

• You do not expose any sensitive data

• You provide a free service (unless you handle authorization and payments yourself)

How to set this up

1. Create a Policy that allows access (without any conditions).

2. Assign this policy to your application, from the Application detail screen (Policies tab).

3. Any user with a Veriam account can now login to this application.

Policies that are assigned to an application can be found on the Application detail view, Policies tab. Policies can also be removed from this overview.