There are 2 possible methods of logging into the Versatile Corporate-Wide Access site:
Guest Login - Optional. When enabled, any user is automatically granted access to the site without the need to create an individual account. The default guest and registered guest login features are optional, and can reduce the user management effort for a large organization while ensuring access to the corporate retention schedule is as easy as possible. Guest access typically uses a limited profile with read-only access to the retention schedule details, but the application administrator may configure the default profile to suit the needs of the organization. Guest access is anonymous by default, but can include an option for users to register using their name and email address in order to save customized favorites in an individual profile. When guest access is not enabled, a standard log in is required.
Standard Login - This option requires each user to have an account created in Versatile Retention prior to accessing the site and is typically used to provide elevated or customized access. Log in will either require a user ID and password, or the site may be configured to allow single sign-on or authentication with a third party identity provider (SAML). The standard log in form will display automatically when accessing the site, unless guest access is enabled or single sign-on is enabled.
When you start Versatile Corporate-Wide Access, the following log in attempts will be made in this order depending on the configuration:
Registered Guest Log In
Registered guest access allows for more individualized features such as marking favorites that are not available when the default guest access is used. It also enables administrators to see who is viewing the schedule by monitoring the registrations.
To log into Versatile Corporate-Wide Access as a registered guest, enter your name and email address when this form is displayed:
By entering a name and email address, a registered guest account is created which can save favorites and access them from any computer as long as the same email address is used to log in. You can change your name after you've logged in by selecting the Change Name option found in the Profile menu. Go to the Profile menu and select the Alt Login option to log in with a named account, if desired. See Logging in as an Alternate User for more information.
Default Guest Log In
Guest access is granted automatically when a user accesses the site if this feature is enabled. When the registered guest option is also enabled, default guest is used if the user skips registration. Users will not see a login form and will use the site anonymously. Go to the Profile menu and select Alt Login to log in with a named account, if desired. See Logging in as an Alternate User for more information.
Single Sign-On
For on-premise installations, administrators can enable an option to automatically log in a user based on their corporate identity. This feature requires each user to establish a Versatile Retention account ahead of time, which is used to control which functions they are allowed to access. Providing they have logged in to their corporate network, recognized users are immediately logged in and no log in form is seen in this configuration. If guest login options are also enabled, users may select the Alt Login option from the Profile menu to switch from guest access to their named account, if desired. See Logging in as an Alternate User for more information.
Third Party Identity Provider (SAML) Log In
Organizations may use a third party identity provider, known as a SAML authentication, to standardize the user log in process for the site. When enabled, users are automatically forwarded to the identity provider to verify their user credentials to access to the site. This feature requires each user to establish a Versatile Retention account ahead of time, which is used to control what functionality a user is allowed to access. If guest login options are also enabled, users may select the Alt Login option from the Profile menu to switch from guest access to their named account. See Logging in as an Alternate User for more information.
Versatile Log In
The typical method of user authentication with a user ID and password specific to Versatile is the final option for controlling access to the site. This feature requires each user to establish a Versatile Retention account ahead of time, which is used to control what functionality the user is allowed to access. The standard login form may also appear if single sign-on is enabled, but the user account is not found in Versatile. If guest login options are also enabled, users may select the Alt Login option from the Profile menu to switch from the guest access to their named account. See Logging in as an Alternate User for more information.
To log into Versatile Corporate-Wide Access as a known user, enter your user name and password when this form is displayed:
Note: The Login page may not appear if single sign-on (Windows Authentication) mode is activated.
After successful login, the Company selected will
be remembered the next time you log in.
The Versatile Corporate-Wide Access menu options appear. The menu options will vary based on the security settings.
Note: You may be prompted to login again at any time if your current user session times out. Generally this will occur after 15 minutes of inactivity.
