Configure account requests

Allow users to request access to Trelica.

Account requests allow individuals from your organization to request access to Trelica by signing up with their work email address. This is useful if you cannot enable SAML-based single-sign-on and you do not want to add users manually.

When a user signs up for an account using an email address from a domain that you own, a notification is sent to specified users for review and approval. Once the request is approved, the user is created with the default user role. The user can then log in with their email address and password, or use single sign-on via OpenID Connect.

Enable account requests

To enable users to request access to Trelica:

1. Select Admin > Settings > Users to open the Users Settings page.
2. Expand Domains and check whether your organization's domains are listed. If your domain is not listed, contact your customer success representative.
3. Expand Account request notifications. Any users that have been configured to receive notifications when a new user request is made are listed. To specify a user who should receive these notifications, enter the user's name or email address and then click Add.

You can also change the default user role from this page if required. 

When account requests are enabled, a "Sign up" link is displayed on the Trelica login page. If a person attempts to sign up or log in with their organization email address and there is no existing user account associated with that email address, an account request is created.

Enable login options

By default, when a user requests access to Trelica, they set a password for their account. In addition or as an alternative you can enable single sign-on (SSO) with OpenID Connect ("social login") so that users can sign up and log in to Trelica with an existing Google Workspace or Microsoft Azure AD account.

To configure the available login options:

1. Select Admin > Settings > Users to open the Users Settings page.
2. Under Single Sign-On expand SAML options.
   • To allow users to log in with their email address and password, select Allow password login.
   • To allow users to SSO with an existing Google or Microsoft account, select Allow OpenID Connect.
3. Click Apply changes.

According to the options you have enabled, the SSO OIDC providers and the email address and password options are displayed on the Trelica sign up page.

Once the account request has been approved, only the option that the user used to sign up is displayed. Users can enable alternative login options from their profile page (subject to what is enabled).

To enable additional login options for your user account:

1. When logged in to Trelica, in the top right-hand corner click your profile icon and select your user name. The profile page is displayed.
2. Select Password or External login and make changes as appropriate.

Review account requests

To review and approve account requests, open the Users Settings page again and select New users from your domains. The "Account requests" page is displayed. Any pending requests are listed. Select each request to approve or reject it.

When you approve an account request, the user is given the specified default role. To change a user's role, open the People directory, select the individual, expand the context menu and select Edit Trelica access.