Log In and Access

Two (2) methods exist to log in and access the Secure Module, and you may be assigned to use one or the other method:

• Log in Directly to the Secure Module
• Log in to the PortX Platform, Navigate to PortX Integration Manager, then to the Secure Module

Log In—Directly to the Secure Module

This direct login to the Secure Module authenticates the User and access is granted according to User’s assigned Role in the system. This direct access to the PortX Identity Access Management (PIAM) System to manage the PIAM itself is convenient.

Figure 9. Organization Log In Page for Direct and Limited Access to PortX Integration Manager—Secure Module, the PortX Identity Access Manager (PIAM)

Login to PIAM portal https://< tenant >.piam.tenants.portx.io/ using GoogleSAML

Enter your organization name instead of < tenant >

In these examples the company name is “DemoBank.” Your organization name appears instead of “DemoBank.”

Figure 10. Signing in with SSO

Click on the Sign in with Providers drop down menu (arrow in Figure 10).

Select your provider name. (In this example in Figure 10 it is “PortX.”)

The Account login page appears (as shown in Figure 11).

Your login details may be different.

The following example shows login with SSO.

Figure 11. Account Login Page

Click on your organization’s SSO. (In Figure 11 the example is “PortXSSO.”)

The PortX Integration Manager—Secure Module main page of Manage API Roles opens (as shown in Figure 12).

Figure 12. PortX Integration Manager—Secure Module, the PortX Identity Access Manager (PIAM) Main Page of Manage API Roles

You are successfully logged in.

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Log In—To the PortX Platform, Navigate to PortX Integration Manager, then to the Secure Module

The other method of logging in and accessing the Secure Module is through the PortX Platform through the following steps:

• Log in to the PortX Platform
• Select the PortX Integration Manager
• Select the Secure Module, the PortX Identity Access Manager (PIAM)

Figure 13. Organization Log In Page for PortX Platform which Includes PortX Integration Manager

Obtain the URL to log in.

Enter the URL and your Login screen appears similar to Figure 13.

In these examples the company name is “DemoBank.” Your organization name appears instead of “DemoBank.”

Figure 14. Signing in with SSO

Click on the Sign in with Providers drop down menu (arrow in Figure 14).

Select your provider name. (In this example in Figure 14 it is “PortX.”)

The Account login page appears (as shown in Figure 15).

Your login details may be different.

The following example shows login with SSO.

Figure 15. Account Login Page

Click on your organization’s SSO. (In Figure 15 the example is PortXSSO.)

The PortX Platform Main Page opens (as shown in Figure 16).

Figure 16. The PortX Platform Main Page Showing PortX Products

Note: Different Roles see and access different Products on this page. So a particular Role may not see all the Products. Most Roles only see one Product.

Figure 17. The PortX Platform Main Page—Select Product

On the PortX Platform Main Page, you select the Product. (Most team members only see 1 Product.) Select Integration Manager through 1 of the 2 different methods shown in Figure 17:

• The Left Navigation Product Menu Bar (black colored)—select the Integration Manager icon (Figure 17 upper far left arrow)
• The Product Rectangles on the PortX Platform Main Page—in the Integration Manager Product rectangle, click on the Open button (Figure 17 lower arrow)

The PortX Integration Manager Main Page opens (as shown in Figure 18).

Figure 18. The PortX Integration Manager Main Page—Showing the Different Modules

Note: Different Roles see and access different Modules on this page. So a particular Role may not see all the Modules.

Figure 19. The PortX Integration Manager Main Page—Select Secure Module

From the PortX Integration Manager Main Page, click on the Secure Module through either of 2 methods (as shown in Figure 19):

• The Left Navigation PortX Integration Manager Module Menu—select the Secure icon (Figure 19 left arrow)
• The Modules on the PortX Integration Manager Page—in the Secure Module rectangle, click on the Open button (Figure 19 right arrow)

The Secure Module Main Page of Manage API Roles opens (as shown in Figure 20).

Figure 20. The Secure Module Main Page—Manage API Roles Page

You are successfully logged in.

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