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Log in to PSIsafe Desktop

Log in to PSIsafe Desktop using a local PSIsafe account

The PSIsafe Desktop login screen is simple and straightforward, with a few features available for the user to customize.

When you first open the PSIsafe Desktop application, the login window appears. By default, no server connection information is programmed on the initial launch. This means that when opening the application for the first time, users need administrator assistance to set up the connection configuration between their PSIsafe Desktop client and the PSIsafe Desktop server.

In most instances, the Connection Configuration window appears on first-time launch. If the Connection Configuration window does not automatically appear, select the "Gear" icon and click Connection configuration. Input the corresponding server information, with assistance from an administrator if necessary, to enable a user to log in.

  1. Within the Connection Configuration window, begin by selecting your installation type, either Cloud or On-Premises.
    Consult your PSIsafe Administrator to determine which kind of server installation your company uses. When selecting Cloud as a connection option, the PSIsafe Desktop server IP address field is greyed out and the remote URL is set automatically. This address can be changed under the Show Advanced Settings > Set URL area for unique installations that require a custom Cloud URL.
  2. Enter the PSIsafe Desktop server IP address, either a Cloud Customer Code, such as 12345, or a local IPv4 address or IPv6 machine name, such as 192.168.1.5 or PSISAFE-SERVER, for an On-Premise installation. For On-Premise installations, the Customer Code field should be left as the default.
  3. After successfully inputting your connection configuration information, exit the client and re-open it to refresh your connection attempt. You can also use the Refresh button on the right-hand side of the "Connect to" field.
  4. Enter the username and password provided by your PSIsafe administrator's initial configuration process and click Login. For assistance with login credentials, contact your PSIsafe administrator.

Change a local PSIsafe user password

Users can change and reset their own passwords when the corresponding setting is enabled in PSIsafe Management. When the password reset feature is enabled, the Login screen displays the Forgot your password? link.

Many password parameters are configurable in PSIsafe Management, including:

  1. Enable password reset: when enabled, the Forgot your password? link is displayed and users get the ability to reset their passwords without assistance.

  2. Enable password security challenge: provides an additional layer of security by randomly presenting any of the three user-defined challenges that must be answered. The user must define the challenges/answers prior to being able to use the Password Reset Security Challenge.

  3. Password policy: enforces minimum password requirements.

Change password

To change a password:

  1. Click on the ellipsis "..." next to the password field.
  2. Enter the Old Password, New Password, and Confirm Password fields accordingly and click Save to complete the password change process.

    If a Password policy is enabled, the user can see what the minimum requirements are by clicking the Policy Info button.

Log in to PSIsafe Desktop using Microsoft Entra ID

Overview

Microsoft Entra ID (formerly Azure Active Directory) offers a secure and convenient way to manage user identities and access across multiple applications. For PSIsafe Desktop, using Microsoft Entra ID enhances security by supporting multi-factor authentication and single sign-on (SSO).

Prerequisites

Microsoft Entra ID settings must be properly configured in the Microsoft Entra ID section of PSIsafe Management.

Configure PSIsafe Desktop to allow logins with local PSIsafe accounts

Users can log in to PSIsafe Desktop using a local PSIsafe account with the following configuration options:

  • The option Use MS Entra ID is not enabled for the user.
  • The option Is Tungsten Support is selected.
  • One of the following Administrator settings is enabled:
    • Microsoft Entra ID > Both local and Microsoft Entra ID logins, or
    • Microsoft Entra ID > Login with local credentials when the user is not linked in Microsoft Entra ID settings.
For more information, see Microsoft Entra ID in the PSIsafe Administrator Help.

Logging in with Microsoft Entra ID

To log in to PSIsafe Desktop using MS Entra ID credentials, follow these steps:

  1. Launch the PSIsafe Desktop application on your computer.

    On the login screen, locate the link Login with Microsoft, which is displayed if Microsoft Entra ID settings described in the previous sections are configured for your account.

    You do not need to input any username or password before clicking the Login with Microsoft link and initiating the Microsoft Entra ID login process.
  2. Start the login procedure with Microsoft Entra ID by clicking Login with Microsoft.

    The Microsoft login page is displayed.

  3. Input your Azure or Microsoft Entra ID email and password.

    If this is your first time logging in with Microsoft Entra ID, you will be prompted to change the default password provided by your organization.

  4. Set up an authentication method (if required):

    If no authentication method is set up, the screen Action Required is displayed, prompting you to set up a new authentication method.

  5. Click Next to proceed.
  6. Configure your Microsoft Authenticator app.

    On the screen Set up a new authentication method, execute the steps below to set up the Microsoft Authenticator app:

    • On your mobile device, open the Microsoft Authenticator app.
    • Tap the + button to add an account.
    • Choose Work or School account.
    • Select Scan QR code and use your mobile phone to scan the QR code displayed on your computer screen.
    • Click Next after scanning the QR code.
  7. Get login approval through the Microsoft Authenticator app.
    • After completing the setup procedure for authentication, a notification is sent in the Microsoft Authenticator app.
    • Enter the code displayed in the application on your computer to the app and tap Yes to approve.
  8. Complete the login procedure.

    After receiving approval for the login request, PSIsafe Desktop displays a confirmation screen.

  9. Click Next and then Done to complete the login process.

    After a successful login, users are automatically redirected to the PSIsafe Desktop dashboard. The system automatically verifies if your Azure email is present in the database.

    Subsequent logins

    For future logins:

    • Open PSIsafe Desktop and click on Login with Microsoft.
    • Enter your Azure credentials and approve the login request through the Microsoft Authenticator app.
    • Users are granted access to PSIsafe Desktop if their Azure email is recognized and mapped in PSIsafe Management > User Settings > Microsoft Entra Users.

    Note about subsequent logins with saved MS login

    Always keep your Microsoft Entra ID credentials secure and follow your organization's policies for authentication and security.