Profile / login management
Managing multiple loginsCopy
If you have more than one Tray.io account you can be signed into multiple accounts at once. That way you can switch between accounts without signing out and back in repeatedly.
This can be useful if your accounts have separate account settings, access levels or different use cases.
The email addresses you can use are not limited to aliases so you could add firstname.lastname@example.org if you wanted to.
In fact you can add accounts in any way you wish to help you achieve your aims. Below shows an example of a user using email aliases to work in different departments (documentation and main).
As a user you could use email alias' to separate sales, marketing, support, etc:
To further this example - you may have the following emails to deal with the above departments, all signed in at once:
Or if you are an international organization wanting to manage by region you could use something like this:
Setting up multiple loginsCopy
The procedure for working with multiple accounts is as follows:
1. Any accounts you wish to add to your list must be added by an Orgnanization Owner or Admin access level team member.
2. Invites received need to then be accepted and a password created for each account.
3. Once logged in under your Profile click on 'Add another account':
4. You will then be redirected to the
https://app.tray.io/add-account/ URL where you can login with any created account:
Once logged in you should be able to switch between your different accounts, through your user profile drop-down options and create and manage your workflows accordingly:
Notes on multiple loginsCopy
You will log back into whichever account you were last using when you return to the Tray.io platform.
When you log out of one account, you will automatically be logged out of all accounts. This means will have to re-add your accounts when logging back in.
Note that it is possible for multiple people within your organization, to add the same account to their list. For example, several people may need to switch to the email@example.com account.
You cannot be logged into multiple accounts across different tabs. When you refresh your browser window, you will remain in the last logged in account.
It is possible to use the 'forgot password' flow when adding new accounts.
To increase both usability and security for enterprise users, please note that it is possible to set up SAML-based single sign-on (SSO).
Using SSO with your Organization means that your team members won't have to keep track of their login credentials. They will be able to quickly and easily access the Organization's assets and you can be certain that anyone logging into your Tray.io Organization will be in line with your internal protocols.
There are a number of SSO authentication providers and Tray.io connectors to choose from (such as OneLogin, Duo, Okta). Exactly how SSO will work will depend on the provider your Organization requirements.
Please contact your Tray.io account manager if you wish to proceed with using SSO alongside your Organization.
Important notes on SSOCopy
Please follow the following steps to start the process of configuring an SSO for your organisation:
Once SSO is setup and tested it will work in one of two ways:
Login will be initiated at "your" end. Users will usually initiate their login at a URL which will look similar to this:
When your users login to your authentication portal, they will then be redirected to a "logged in Tray.io session".
If a user tries to login with a preexisting Tray.io account, their login will be matched via a UID aka their email address.
If this is a new user, then a new account will be created and registered with your SSO provider.
Instructions for individual SSO providersCopy
Below is a summary of setup instructions for Okta users.