Sign-in and access recovery
The primary way into X7 Insight is email and password. An administrator creates your account: you receive an invitation email with a link where you set your own password. If your organisation has connected single sign-on (SSO), the sign-in page additionally shows a “Sign in with SSO” button.
First sign-in: the invitation
Section titled “First sign-in: the invitation”-
An administrator creates your account and sends an invitation to your work email.
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Open the “You are invited to X7 Insight” email and follow the link. The link works once and for a limited time; if it has expired, ask the administrator to resend the invitation.
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Choose a password (at least 12 characters, different from your email) and confirm it. You are signed in right away — no separate sign-in needed.
Regular sign-in
Section titled “Regular sign-in”-
Enter your email and password on the sign-in page and press “Sign in”.
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When signing in from a new device or browser, the system emails you a 6-digit confirmation code. Enter it — the device becomes trusted and the code will not be asked again.
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If your organisation requires a second factor (or you set one up yourself), enter the current code from your authenticator app.
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If your email is registered in several organisations, choose which one to enter.
Forgot your password
Section titled “Forgot your password”Press “Forgot your password?” on the sign-in page and enter your account email. If such an account exists, an email with a one-time link to set a new password arrives. After the reset all other sessions are signed out — other devices must sign in again.
Profile → “Security”
Section titled “Profile → “Security””Your profile has a “Security” section:
- change password (the current password is required; other sessions are signed out);
- second factor setup (a QR code for the authenticator app);
- active sessions — a list of your sign-ins (when, from which address) and a “Sign out on other devices” button.
Single sign-on (SSO) — an organisation option
Section titled “Single sign-on (SSO) — an organisation option”If the organisation has connected an identity provider (OIDC), the sign-in page shows a “Sign in with SSO” button: you confirm your identity in the corporate system, and the second factor is only asked when the provider did not already assert it. No X7 Insight password is needed.
A signature is a separate authentication
Section titled “A signature is a separate authentication”Signing in and applying an electronic signature are not the same thing. Every electronic signature requires re-authentication at the moment of signing: a password user re-enters the password, an SSO user re-authenticates with the provider. That is a Part 11 requirement: a session sign-in is not enough for a legally binding signature. See Electronic signatures.
Development mode (reference builds only)
Section titled “Development mode (reference builds only)”On demo and test builds the sign-in page additionally shows a “Development mode”
panel: instead of a password you provide a principal id (the X-Debug-Principal
header) — handy for demonstrating different roles. Demo accounts also have a regular
password (printed by make seed), so password sign-in works there too.