Setting up single sign-on:
Enabling an existing authentication provider
Setting up a custom provider
FAQs
Related topics
Authentication providers based on the OpenID Connect standard are available for Google, Intuit, or ADP, out of the box – you just need to enable them.
Or, if you want to set up single sign-on (SSO) with another provider that sup...
Using single sign-on with Polaris:
Polaris currently offers the following single sign-on (SSO) options:
SAML authentication
Pre-configured Google, Intuit, and ADP authentication providers (configured using the OpenID Connect standard)
Create your own custom authentication option for any other providers that support OpenID Connect
What is single sign-on?
Single sign-on (S...
Setting up your multi-factor (2-step) authentication method:
Multi-factor authentication (MFA) is an extra layer of protection for your account beyond a password, in case your password is in some way compromised.
There are two methods of MFA available in Polaris:
Temporary one-time password (TOTP)
With this method, you’ll need to install a third-party authentication app on your cell phone or other de...
I can’t find the user I want to share a report with:
Any and all users eligible to share a report with should display when you:
Select the icon for a report (or click Share button on the report’s page).
Click the User, Group field.
Choose All Users.
Users won’t display if:
They don’t have access to reports
They don’t have permission to run the report you are trying to sha...
A validation displays on a user’s timesheet, but they can still submit it:
If you want validation errors or warnings to block submission of timesheets, but users can still submit timesheets that include validation issues, there are two possible reasons for this:
The validation is an error, and you don’t have the Errors Prevent Submission workflow condition set up
The validation is a warning, and you don’t have ...
Entering time in a duration-based timesheet using Replicon Mobile:
If you enter in and out times in your timesheet rather than durations, refer to Entering time in an In/out timesheet using Replicon Mobile, instead of this topic.
Anyone who uses a Polaris timesheet can enter and submit their time using the Replicon Mobile app. When you enter time via Replicon Mobile, the hours you enter will automatically syn...
Viewing who made changes to user profiles:
Do you have multiple administrators in your system? If so, you may need to know who made changes to user profiles and what changes they made, to promote accountability or to track where issues originated.
You can use the user profile audit log to track what kind of changes administrators made. The log shows:
Date - the date the change was made...
Adding multiple holiday bookings at once:
Many companies choose to auto-populate user holidays with holiday bookings so holiday time is correctly accounted for. This means they don’t have to remember to add bookings; they are automatically added by the system when a timesheet that includes a holiday is generated.
However, relying on auto-population can lead to issues, in some cases...
How do I fix existing holiday bookings that include errors?:
To fix existing booking:
Fix whatever caused the error.
Refer to the Troubleshooting holiday population issues section of Managing holiday bookings for information on error scenarios.
Delete the error booking or bookings.
Go to Administration > Company > Holiday Calendars, and click the calendar for the holi...
Setting up multi-factor authentication (MFA):
To heighten security for your Polaris accounts, you can set up multi-factor authentication (MFA) in your system. MFA adds extra layers of protection, beyond a password, in case passwords are in some way compromised.
Polaris supports temporary one-time password (TOTP) and email authentication methods of MFA.
Users can be allowed to set up methods ...