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About The Texada Identity Service (Service, Rental, and Financials)

Everything you need to know about the Texada Identity Service (TIS) for Service, Rental, and Financials (formerly Texada SRM and Texada Web).

In This Article

What is TIS?

The Texada Identity Service (TIS) is a new login service that will allow Texada users to access all of their solutions using a single set of credentials. TIS is currently being rolled out for a number of products, including Service Management, Rental Management, and Financials (formerly Texada SRM and Texada Web).

All Texada users will be affected by this change. TIS is free to all existing Texada customers.

Because access to Service, Rental, and Financials (Next) is necessary for logging in with TIS, we will be enabling Service, Rental, and Financials (Next) for all rental customers that do not yet have access to this tool.

What is Service, Rental, and Financials (Next)?

Service, Rental, and Financials (Next), formerly known as Texada Web, is Texada’s state-of-the-art equipment management solution. Designed to provide much of the same functionality as Service, Rental, and Financials (Classic), formerly Texada SRM, it offers a sleek, modern user interface and a focus on counter operations and mobile integration.

Service, Rental, and Financials (Classic) and (Next) are fully integrated with one another, meaning you can switch effortlessly between the two with no loss of data.

What are the timelines?

As of November 2024, TIS is available for Texada customers. Your organization’s Texada system administrator can now start inviting users to TIS.

The legacy login system will be disabled on November 17th, 2025. From now until the legacy system is disabled is a grace period where you can access Texada products using either system. 

Once the legacy login system is disabled, TIS will be necessary to access Texada products.

I’m a standard Texada user. How do I make the switch to TIS?

The process of switching over to TIS depends on whether or not your organization uses an identity provider (IdP) to access Texada products. An IdP is a third-party service, such as Microsoft Azure Active Directory or Okta, which you use to login in lieu of Texada’s native authentication system.

Use the buttons below to jump to the guide relevant to your organization:

                                                

Using Texada Accounts

If your organization uses Texada's native authentication system, migrating to TIS will involve verifying your login email address (i.e. the email address you use as your Texada username) and updating your password.

In order to start using TIS, your login email address must be a valid address whose inbox you can access. If this is not the case, you’ll have the opportunity to update this address as part of the migration process.

Your Texada system administrator has the ability to start the TIS migration process on your behalf by sending a welcome package your login email address. 

  • If your login email address is already valid and your Texada system administrator has already sent you a TIS welcome package, skip to step 5
  • If you need to update your login email address, or if you have not received a welcome package, start at step 1

To enable TIS for your account, follow the steps below.

  1. Open your web browser and navigate to one of the following URLs, based on the environment you’d like to access:
    1. Production environment: app.texadasoftware.com
    2. Play environment: play.texadasoftware.com 
  2. Enter your email address and click “Login”, then select a tenant and click “Confirm”.
  3. Enter your password and click “Login”, then select an application and Division and click “Login” again. It doesn’t matter which application or Division you select.
  4. On the following screen, you will see the below message prompting you to verify your email address to begin migrating to TIS. If you do not see this message, either migration is not yet available or your account has already been migrated.

    The email address shown in the “Update your email address here” text box is your login email address. Make sure this is a valid email address whose inbox you can access. If this is not the case, enter a new address here to update your login email address. This will change the email address you use to log in to Service, Rental, and Financials (Next and Classic), formerly Texada Web and Texada SRM.

    Once you’ve validated your login email address, click “Set Up Now” to send a TIS welcome package to that address. Upon a successful send, you will see a “We’ve just sent a verification email” message. Proceed to step 5, but leave this page open - it will redirect automatically once you’ve migrated to TIS!
  5. Check the inbox of the login email address you specified in step 4. You will receive 2 emails from no-reply@texadasoftware.com. If you don’t see these emails, check your spam folder. If you still haven’t received these emails after some time has passed, click the “Resend Verification Email” button shown in step 4 to resend the welcome package.
    1. Verify your email
      This email is for activating your TIS account. Open this email and click the “Confirm my account” link.
    2. Reset your password
      This email is for setting a new TIS password. Open this email and click the “click here” link, then follow the instructions to set a new password to use when logging in with TIS.
  6. Once you have verified your email and set a new password, you’re ready to start using TIS. Navigate back to the login page you left open in step 4. After a few seconds, you should be automatically logged in.

    From this point onward, you will log in using the email and password you set in steps 4-6, using the URLs from step 1. It is highly recommended to bookmark these URLs for convenience:
    1. Production environment: app.texadasoftware.com
    2. Play environment: play.texadasoftware.com 
  7. If you have access to multiple environments (for example, Play and Live environments), repeat steps 1-4 to activate your account in each additional environment. Note that you do NOT need to repeat step 5 (verifying your email and resetting your password) for these additional environments.
  8. Congratulations! You have successfully migrated to TIS. No further action is required.

 

Using an IdP

If your organization uses an external identity provider (IdP) such as Microsoft Entra / Azure to manage Texada accounts, migrating to TIS will involve verifying your login email address (i.e. the email address you use as your Texada username).

  1. Open your web browser and navigate to app.texadasoftware.com
  2. Enter your email address and click “Login”, then select a tenant and click “Confirm”.
  3. Enter your password and click “Login”, then select an application and Division and click “Login” again. It doesn’t matter which application or Division you select.
  4. On the following screen, you will see the below message prompting you to verify your email address to begin migrating to TIS. If you do not see this message, either migration is not yet available or your account has already been migrated.

    The email address shown in the “Update your email address here” text box is your login email address. Make sure this is a valid email address whose inbox you can access. If this is not the case, enter a new address here to update your login email address. This will change the email address you use to log in to Service, Rental, and Financials (Next and Classic), formerly Texada Web and Texada SRM.

    Once you’ve validated your login email address, click “Set Up Now”. This will send your updated login email address to your IdP. After a few seconds, you should be automatically logged in.
  5. From this point onward, you will log in using the email you set in step 4, using the following URLs. It is highly recommended to bookmark these URLs for convenience:
    1. Production environment: app.texadasoftware.com
    2. Play environment: play.texadasoftware.com 
  6. Congratulations! You have successfully migrated to TIS. No further action is required. 

 

I’m the Texada system administrator for my organization. What do I need to do to transition to TIS?

For more detailed information about TIS aimed at system administrators, please see “The Texada Identity Service - Information for Texada System Administrators (Service, Rental, and Financials)”.