Get a quick quote with our pricing calculator

Knowledge Base

Browse our knowledge base articles to quickly solve your issue.

New to Workbooks? Use these guides to get started.

Find out more
Back to Knowledge Base
Knowledgebase articles

Locking down your Workbooks

Last updated : 24/02/2020

Once you have setup the link between Workbooks and Azure Active Directory and your User Templates have been initially configured we recommend that you disable logins using a password and via Google. This means that you now have a single place to control user logins from: Azure.

Disabling an Azure user will stop them being able to sign in to Workbooks, so it is a convenient way to restrict access immediately.. Their Workbooks account will remain active, and you will want to consider carefully how you reassign any Workbooks records to other users or reallocate their Workbooks Edition and Extension licences before you disable or delete their Workbooks user account.

To disable all other forms of logins from Workbooks you will need to go to Start > Configuration > Account Settings > Authentication from here you will need to open both Password and Google authentication and ensure that both of these are disabled:

These account-level policies specify how all Users in your account can sign into Workbooks. You can override these policies per-User on a User’s Record. From Start > Configuration > Users & Security > Users you can open a specific user and expand the Security & Password section.

Within this section you can manage on a user by user basis how they will be able to sign into Workbooks.

Previous Article Setting up User Templates Next Article Azure Active Directory