Adding New Users to NetDocuments with Single Sign-On via Azure

Adding New Users to NetDocuments with Single Sign-On via Azure

Introduction


If your organisation uses Single Sign-On (SSO) via Microsoft Azure (Entra ID) to access NetDocuments, new users must be explicitly granted access in Azure before they can log in. Without this configuration, they may receive a sign-in error indicating that access is not yet enabled.

This article provides step-by-step instructions for IT administrators or authorised personnel to add a new user to the NetDocuments enterprise application within Azure. Following this process ensures the user is correctly provisioned and can access NetDocuments using their Microsoft credentials.

Typical Error Message

"Sorry, but we’re having trouble signing you in."
Info
Note: This message typically appears when a user tries to log into NetDocuments without being assigned to the relevant enterprise application in Azure. If this occurs, please forward the user’s email address and the instructions below to your IT team.

Steps to Add a New User to NetDocuments via Azure SSO

Step 1: Sign in to Azure Portal


Step 2: Open Microsoft Entra ID

From the left-hand navigation pane or home page, click Microsoft Entra ID.



Step 3: Access Enterprise Applications

Under the Manage section, select Enterprise applications.



Step 4: Select the NetDocuments Application

From the list of enterprise applications, locate and click on NetDocuments.



Step 5: Go to Users and Groups

Within the NetDocuments application overview, click Users and groups on the left-hand menu.



Step 6: Add User/Group

Click the + Add user/group button.



Step 7: Select the User

Click on None Selected under the Users and groups section, search for the user by name or email address and click to select the correct user from the list.



Step 8: Assign the User

Click Select, then click Assign to complete the process.



Additional Notes

  1. Once assigned, the user should be able to sign into NetDocuments using their Microsoft account.
  2. Make sure the user’s email address in Azure matches their NetDocuments account.
  3. Confirm the user has a valid NetDocuments licence assigned.

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