How to use Identities

What Are Identities?

Identities in Pointerra allow users to manage multiple company accounts under a single login. Instead of maintaining separate email addresses or logging in and out each time, users can seamlessly switch between different company accounts within Pointerra.

How Do Identities Work?

• A single email address and password grant access to multiple company accounts.
• Users can switch between their associated Identities without logging out.
• Each Identity is linked to a specific company account, with its own roles, permissions, and data access.
• While using a secondary Identity, access to other accounts is restricted until switching back.
• If you invite a user to join your company and they already have a Pointerra account, they will be prompted to create a new Identity for your company when they accept the invitation.
• Identities work with all forms of user authentication, including Single Sign-On (SSO), ensuring a seamless login experience across multiple company accounts.

This feature is especially useful for users who need to work across multiple Pointerra accounts, as they only need to log in once and can effortlessly move between different company environments. It simplifies account management, improves workflow efficiency, and ensures secure separation between different company accounts.

For more information or assistance in enabling the use of Identities in your account, please contact our sales team.

How to setup identities

Once the Identities feature has been enabled on the accounts, you can send an invitation from the 2nd account as per normal.

Once the user has clicked on the link, the following window will appear providing three options. The user will need to be logged in in order to see the below.

• Option 1 - Accept and create a new identity
  • Use this to create the identities
• Option 2 - Accept and move my account to X Company
  • This will not create an identity, but will move the user to the 2nd company
• Option 3 - Decline invitation

Setting the default identity

You can set the default identity when logging in by navigating to your user profile and selecting the default identity from the drop down list.

Switching between identities

To switch identities navigate to the user in the top right corner and select Switch identity.