Onboarding to Automated Back Office

You onboard to the Automated Back Office by logging in to the portal via Single Sign On (SSO). Thredd assists you in the process of setting up your organisation, and your user account. Your access to the Automated Back Office is authenticated using your own Identity Provider (IdP), which enables SSO integration and log in through SSO.

Prerequisites

The following are the prerequisites for onboarding to Automated Back Office:

  • You have an email from Thredd confirming that the organisation has been created, and that you have been added as a Super Admin user.

  • Thredd have set up your Organisation for SSO through an IdP.

If your users are already set up on Thredd Portal, you will not need to follow the steps for adding a user. This is because they would have already been set up in Thredd Portal, the Card and Transaction Management system.

Log in to the Online Portal via SSO

  1. Access https://backoffice.thredd.com/login/

  2. Enter your organisation's email address.

  3. Click Continue With Email.

  4. Follow the steps for authenticating with your SSO.

After logging in, the Dashboard is displayed. See Automated Back Office Dashboard.