• Login
  • User Types
  • Connected User
    • Current Connected User with Smart Flows Security Role Assigned in Connector
    • New User withSmart Flows Security Role Assigned in Connector
    • No Security Role and Not a Current User
  • Native User
  • Security / CAPTCHA

Login

To access Project Console or Flow Execution Panel, you must authenticate to Smart Flows (at least the first time). If you are integrating with a connector such as Microsoft Dynamics 365 CE, you can access Smart Flows using the same credentials as your connector system.

The first time you access Smart Flows, the screen looks as shared below:

User Types

Based on the method you use to authenticate, the Smart Flows identifies you as one of two user types:

• Connected User: A user who accesses the system using connector credentials

• Native User: A user who access the system using Smart Flows credentials

Connected User

In the example below, the Smart Flows environment is configured for integrations with several different connectors. This is why you see the option to Log in with Microsoft Dynamics 365 CE and other systems. Logging in using these systems makes you a Connected User.

Current Connected User with Smart Flows Security Role Assigned in Connector

If you select Log in with your connector such Log in with Microsoft Dynamics 365 CE) and you do not have a native Smart Flows user account, the user account will be created for you and you will be logged in immediately, provided you have a Smart Flows role assigned in your connector. If no role is assigned to your user in the connector, you will receive an error message saying you don't have a role assigned in the connector.

If your connector Smart Flows security role does not match Smart Flows, Smart Flows will update to your match your connector security role and overwrite the Smart Flows role. This behavior is the default behavior for projects created after version 4.23.0 and can be managed via User Management settings. See Settings for more information.

New User withSmart Flows Security Role Assigned in Connector

If you are a first-time user with a Smart Flows security role within the connector system, your user account will automatically be created and you will be logged into Smart Flows.

No Security Role and Not a Current User

If you don't have the required Smart Flows security role or you are not a current user, you will need to provide your connector credentials. If your connector user is not configured in Smart Flows or you are attempting to access a resource that you do not have permissions for such as a Smart Flows User accessing Project Console, you’ll receive an error message stating that your user is not recognized as a Smart Flows user.

If you are not already logged into the connector, you will need to provide your connector credentials. If your connector user is not configured in Smart Flows (i.e., the user has not been synchronized with a Smart Flows role), you'll receive an error message stating that your user is not recognized as a Smart Flows user.

Native User

You can access Smart Flows as a Native user by selecting "Log in with password". To authenticate, provide the username and password and select login.

If the credentials are valid, you will be redirected to Smart Flows. Depending on your project’s configuration for what interface to show at login, you may be redirected to Project Console or Flow Execution Panel. You can modify the default landing for users via Settings.

Security / CAPTCHA

Smart Flows detects brute force or suspicious log in attempts. prompting users with a CAPTCHA Pretty print makes XML more readable - it purely restructures everything so the elements' hierarchy is more clear. response. The system also provides a CAPTCHA response to users who fail to enter valid credentials multiple times.