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In order to access Wealthbox-related features, the user must be granted access to the respective security realm. Check under Administration > Security > Security realm that the list of Trusted SSO Realms for the user includes Wealthbox.
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Open Docupace and proceed to Administration > Security > Security realm. Opening Docupace Security realm
Search for the relevant User ID and click the Edit link. The Security page opens. Edit user’s security details
Check that the list of Trusted SSO Realms includes Wealthbox. Wealthbox realm for the user account |
Step 2: Configure Alias
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Username in Docupace
To use SSO (Single Sign-On) functionality, when moving from Wealthbox screens to Docupace screens, Docupace must recognize the Wealthbox username. To do this, you or an administrator must add your Wealthbox username as an alias in your Docupace User account. That way, when the user opens a Docupace screen from Wealthbox, they will not have to enter a password, the system will recognize them automatically.
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Tip: Alias for a User Access record can also be updated via .ACL file load. This approach is advisable when adding information for multiple users at the same time. See How to Process Data Files: Filling Out Each Data File section for more information. |
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Important: If the .ACL file for your site doesn’t contain the |
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View the user alias in Wealthbox. Check this by opening the settings menu next to the user nameusername and selectselecting the Applications menu. The list of applications is displayed. List of Applications in Wealthbox
Scroll down to the Docupace application and click Settings. Application settings
Select and copy the code from the Your Docupace Alias field. User Alias Settings in Wealthbox
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2 | Open the User Access (300) domain. | |||||
3 | Search for the corresponding user account and open account Details. |
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Go to Alias User Name section.
Adding a new alias
Click +Add. The new alias window opens.
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Open your User Settings.
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Go to the API Credentials section of the User Profile and click the Edit icon next to the Wealthbox field.
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Paste the username from Wealthbox and click Save
. You are returned to the User Access Details page. The new alias appears in the
Alias User NamesAPI Credentials list.
Alias User Names list
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Docupace Configured: You may proceed now to the next steps outlined in Part 2: Configuring Wealthbox. |