Passkey (Non-SSO)

Invite users and manage passkey-based Dashboard access without SSO.

Entity Managers can manually invite users and assign their roles. Each user receives an email with a verification code and a link to set up their passkey and sign in.

Users can have different roles across different Entities. When inviting users, it is recommended to provide organization-specific instruction on the proper use and storage of passkeys.

We recommend using tools like iCloud Keychain, Windows Hello, Google Account, 1Password, Proton Pass, or other third-party password manager that enables passkey sync across devices.

Invite Users

Follow these steps to invite users to your entity:

1. Go to Admin > Team Management
2. Click Invite Users

3. Enter one or more emails and select a role from the dropdown.
4. Click Invite Users

Users are marked as Active once they log into the Dashboard.

Modify User Roles

Entity Managers can also modify User Roles as needed:

1. Go to Admin > Team Management > Users
2. Click on the Edit Role icon next to a user.
3. Select one or more roles from the dropdown.
4. Click the Save icon next to the dropdown.

Reset a Member’s Passkey

If a member loses access to the device holding their passkey, an Organization Administrator can reset it. The member then signs in with a one-time email code and registers a new passkey.

1. Go to Admin > Team Management > Users.
2. In the member’s row, open the actions menu and select Reset Passkey.
3. Click Confirm, reset passkey.

Not available for SSO-managed members or your own account. Until the member registers a new passkey, the one-time email code is their only sign-in method.

User Already in Another Organization

Users can only be invited with the same email address to one Organization.

If a user cannot be invited to your Organization because they’re already part of another, they have two options:

Leave the Other Organization

1. Sign in to their account
2. Click Organization in the top left corner
3. Leave Organization option is at the bottom of the page (in the Danger Zone)

Once they leave the other Organization, they can be invited to your Organization.

Use an Alternative Email Address

Many email providers support plus addressing (e.g., [e-mail]). The user can be invited using this alternative email address.