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 ApplicationsApplications.
  • 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 AssignAssign 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

  • [Entra Id] Unable to login - Need admin approval
  • [Entra Id] Unable to login - Other issues

What’s Next

You can start with Google Authentication (or email-based authentication) and later convert to SAML-based authentication.