The Texada Identity Service - Information for Texada System Administrators (Service, Rental, and Financials)

In This Article

• Introduction
• How Do I Activate TIS For My Organization?
  • Using Texada Accounts
    • 1. Activate Your TIS Account
    • 2. Migrate Users
    • 3. Resend Welcome Packages
    • 4. Confirm that Users have Migrated
    • 5. Migrate Users in Multiple Environments
    • 6. Contact Texada Support 
  • Using an IdP
• Additional Tools
  • Service, Rental, and Financials (Classic) - SRM Operators with No Email Addresses

Introduction

The Texada Identity Service (TIS) is a new service designed to improve your login experience by allowing Users to access all of their Texada 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).

The following article provides instructions for Texada system administrators to successfully transition their organization to TIS.

How Do I Activate TIS For My Organization?

The process of switching over to TIS depends on whether or not your organization uses an external identity provider (IdP) such as Microsoft Entra/Azure to manage Texada accounts. Use the buttons below to jump to the guide relevant to your organization.

                                    

Using Texada Accounts

For organizations that use Texada’s built-in user management system, the process of transitioning to TIS involves sending each Texada User a welcome package prompting them to activate their account and set a new password. Going forward, they will need to login using app.texadasoftware.com. 

Check out the below video for a walkthrough of the migration process, or keep reading for step-by-step instructions.

1. Activate Your TIS Account

Before migrating your Users to TIS, you will need to activate your own TIS account.

1. Your Texada support representative will contact you with a TIS welcome package, including an account activation email and a password reset email. Watch your inbox for these emails, and contact Texada support if you do not receive them.
2. Open the email with the subject “Verify your email” and click “Verify my account” to confirm your email address.
   
   Upon a successful verification, you will see the following screen. You can now close this screen and proceed to the next step.
3. Open the email with the subject “Reset your password” and click “click here” to reset your password.
   
4. Follow the on-screen instructions to set a new password for your TIS account. Upon successfully resetting your password, you will see a “Password Changed!” screen.
   
5. You are now ready to log in with TIS using the email address and password established in the steps above.
6. Going forward, you will need to login using app.texadasoftware.com.

2. Migrate Users

Migrating an existing Texada User to TIS is simple. 

1. Confirm that the User has a valid email address.
   Confirm that the User’s Texada account includes a valid email address. Because TIS authenticates Users using their email address, each User in your system must have a valid email address in order to use TIS.
   
   You can update a User’s email address via the User Settings screen. Open the User Menu (click on your name in the top-right corner of the screen) and select Settings → Company Settings → Users, then click on the User you’d like to edit. Update their email address, then click “Save” to save your changes.
   
2. Enable the User’s “SSO Migrated” toggle.
   Open Service, Rental, and Financials (Next) and navigate to the User Menu (click on your name in the top-right corner of the screen) → Settings → Company Settings → Users. Here you will see a new column labelled “SSO Migrated” with a toggle for each User. To invite a User to TIS, enable this toggle. This will send them a welcome package identical to the one you received in step 1. The User is now responsible for opening these emails and verifying their account.
   
   If a User has completed the migration process on their own, this toggle will already be enabled, and no further action is required.
   
3. Ensure multi-factor authentication is enabled for the User.
   In order for a User to log in with TIS, multi-factor authentication must be enabled. To do this, click on the User’s name from the User List page, then enable the “Multi-Factor Authentication” toggle. The User will be asked to set up a secondary authentication method the next time they log in.
   
4. The User can now log in with TIS.
   Once the User has activated their account, reset their password, and set up multi-factor authentication, they will be able to log in using TIS.

3. Resend Welcome Packages

If a User cannot locate their welcome package, or if it expires before they have a chance to migrate, you can resend it from the User Settings page. 

1. Open Service, Rental, and Financials (Next) and navigate to the User Menu (click on your name in the top-right corner of the screen) → Settings → Company Settings → Users. Locate the User whose welcome package you’d like to resend on click on their name to open the User Settings screen.
2. Click the “Resend Verification Email” button to send that User a new welcome package.
   

4. Confirm that Users have Migrated

Once a User has successfully logged in using TIS for the first time, the “Resend Verification Email” button on their User Settings page will disappear. This is your indication that the User has successfully migrated to TIS.

5. Migrate Users in Multiple Environments

TIS activation is based on email address. Once a User has received their welcome package and verified their account, their email address will remain activated permanently.

If a User has access to multiple environments - for example, a Play environment and a Live environment - they only need to go through the verification process once. After that, simply enabling the “SSO Migrated” toggle in a new environment will instantly give the User access to that environment.

6. Contact Texada Support

Once your migration is complete, please contact Texada support so that your legacy authentication system can be disabled. Contacting us also allows us to record the fact that your organization has successfully migrated and provide appropriate support moving forward.

Using an IdP

If your organization uses an external identity provider (IdP) such as Microsoft Entra / Azure to manage Texada accounts, you will need to configure your IdP to communicate with TIS. Refer to the guides below for more information on how to set up your IdP, and please do not hesitate to reach out to Texada support with any questions.

               

Additional Tools

The following section outlines some additional tools administrators can use to manage the TIS migration. 

Service, Rental, and Financials (Classic) - SRM Operators with No Email Addresses

The SRM Operators with No Email Addresses window in Service, Rental, and Financials (Classic) gives you a quick snapshot of the Users in your system that do not have a valid email address associated with their account. In other words, it informs you of the Users that will not be able to migrate to TIS until their login email address is updated. Email addresses can also be updated directly from this window, making it a powerful tool when preparing for the transition to TIS.

To access this window, log in to Service, Rental, and Financials (Classic) and navigate to System Maintenance → Configure System Settings → Security → Operators. If there are any Users in your system that don’t have a valid email address, the SRM Operators with No Email Addresses window will open automatically. If this window doesn’t appear, it means all of your Users have a valid email address, and no further action is required.