Version: Latest (4.0.3)

Group Selection on Login Hosted Page

Hosted page Group selection Trustdesk 4.x

Overview

The Group Selection on Login hosted page lets authenticated users explicitly choose the group(s) under which they access an application during login.

Use cases

B2B PortalsPartners consulting for multiple client companies pick which organization they represent for the session, scoping data and permissions to the right client.

Role SwitchingUsers with multiple account types (e.g. personal and business) select their active role at login for correct billing, access, and features.

Hierarchical AccessUsers managing multiple locations select the specific branch to manage, focusing access on that store's data and operations.

Pre-requisites

Create a group type and groups in Trustdesk before configuring group selection — see User Groups.

Create the configuration

In Trustdesk, create a configuration under Permission Setup → Group Selection.

Open the app

Navigate to Integrations → Applications and open the application you want to configure.

Authentication Setup

Open the Authentication Setup tile.

Select configuration

Select your configuration under Group Selection. All groups of the selected group types (or matching selectable groups) can be chosen by the user at login.