Guides

Authentication

Revefi supports both Single Sign-On (SSO) and passcode-based authentication for secure access to the platform.

SSO Authentication

Google Workspace

To authenticate using Google Workspace, click the Continue with Google button on the Revefi sign-in screen.
Revefi will use Google Workspace to authenticate the user.

No customer configuration is required for Google Workspace-based authentication.

Entra-ID

To authenticate using Entra-ID, click the Continue with Microsoft button on the Revefi sign-in screen.
Revefi will use Entra-ID to authenticate the user.

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Your organization may have to approve the Revefi application.

Okta SAML

Using Okta SAML authentication requires configuration. After setup, users can authenticate with Okta SAML through the Revefi sign-in screen.

Configuration

Reach out to

[email protected]
for any questions.

Okta SAML configuration is a two-step process.
The initial steps are performed by your team, and once completed, Revefi will finalize the setup.

Initial Steps — Customer Creates the Revefi Application in Okta

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To perform these steps, you may need Okta admin privileges.

In these steps, replace the

highlighted
placeholder with the name you choose for the app.
Revefi recommends using a name that is easy to recognize, such as revefi-<yourdomain>-app.

  • Log into your Okta environment.
  • Click the Admin button in the top right.
  • From the Okta bar, click Applications → Applications.
  • Click Create App Integration.
  • Select SAML 2.0 and click Next.
  • Choose the app name as
    revefi-acme-app
    .
  • Click Next.
  • Enter the following in the Single sign-on URL text box:
    https://auth.revefi.com/login/callback?connection=revefi-acme-app
  • Enter the following in Audience URI:
    urn:auth0:revefi:revefi-acme-app
  • Change Name ID Format to EmailAddress.
  • Change Application username to email.
  • Click Next.
  • Select I’m an Okta customer adding an internal app.
  • Click Finish.
  • In the Sign On tab, download the SHA-2 certificate generated for the app (Actions → Download certificate).
  • Go to the Assignments tab.
  • Click Assign → Assign People.
  • Search for the user(s) you want to allow to log in to the Revefi app.
  • Click the Assign button next to each user’s name.
  • Click Save and Go Back.
  • In the General tab, copy the URL from the App Embed Link section.
  • Send the following information to Revefi:
    • The SHA-2 certificate that was generated.
    • The App Embed Link URL.
    • Your Okta app name (
      revefi-acme-app
      ).

Next Steps — Completed by Revefi

Once you have completed the initial steps, contact

[email protected]
.
Revefi will complete the remaining configuration steps.

Passcode-Based (Passwordless) Authentication

Email-Based Authentication

Enter your email address in the Revefi sign-in screen. Revefi will send a one-time-use passcode to your email.
Enter this pass-code to log in.

No customer configuration is required for email-based authentication.

FAQ