Identity
Admins
Federated authentication
Making sure your users only use federated single sign-on to authenticate
Federating Identity with Azure Active Directory
How to add or replace an x509 certificate for Azure Active Directory federations
Configuring multi-factor authentication (MFA)
Identity and MFA FAQs for admins
Password policy
Resetting passwords
User roles and permissions
Creating and managing users
Onboarding new users with welcome emails
Adding custom content to welcome emails
Creating and managing custom scopes
Add Login URLs to your Organisation
MFA - mandatory for Admins
Unlock user account
Setting up a SAML Client
An Introduction to Multi-Factor Authentication & Single Sign-On
Identity and MFA FAQs
OneAdvanced Single Sign-on login process when using an authenticator app
OneAdvanced Single Sign-on login process when using email for authentication
OneAdvanced Single Sign-on login process for federated accounts
OneAdvanced Identity login using username
User Journey for EasyPass (Passkeys)
Security questions
How to help keep your OneAdvanced account safe and secure
Integrations
OneAdvanced AI
Getting started
Introducing OneAdvanced AI
How does OneAdvanced AI work?
Benefits of using OneAdvanced AI
Limitations of using OneAdvanced AI
Definition of terms
Prompts
Getting started with prompts in OneAdvanced AI
Prompt engineering
Avoiding Common Pitfalls and Errors
Using prompts in OneAdvanced AI
Using OneAdvanced AI to summarise a document
Using OneAdvanced AI to simplify information
Using OneAdvanced AI to compare documents
Using OneAdvanced AI to create visuals using data
Private Spaces
Administration
FAQs
Platform
Helpful how-to guides
How To - Add a Spreadsheet or Chart to your Desk
How To - Add Youtube Videos to a Desk
How To - Add a Spotify Playlist to a Desk
How To - Add Microsoft Stream Videos to a Desk
How to stop unwanted time-outs
Admin
Desks
Applets
Applets Overview
Advanced Financials Applets
Setting up Advanced Financials Applets
Advanced HR Applets
Clear Review Applets
Contract Management Applets
Countdown Applet
Desk Notes Applet
iFrame Applet
My Link/Links Applet
RSS Feed Applet
Ideas Applets
Tasks
Data Platform
- All topics
- Data Platform
- Data Platform On-boarding Stage Document Index
Data Platform On-boarding Stage Document Index
This page describes the HelpDocs documents that are available for Data Platform and the customer on-boarding stage they should be made available. All documents are product agnostic.
Document | Stage | Role in the Process |
https://myworkplace.helpdocs.io/article/hsfhs2yeh6-data-platform-faqs | Bid / General Interest | Give any prospective customer an understanding of what the Data Platform/ BYOBI/ Data Share are |
Kick-off/First conversation involving Data Platform | Provide any prospective or signed-up customer details of how they can connect to Snowflake. The customer's decision will inform what needs to be configured for them to connect. These will be covered in the next documents | |
On-boarding - customer actions (still to be developed - mid Sept) | after the customer's data is available and users set up | Covers anything the customer has to do in the on-boarding process including set-up of Snowflake ODBC with OAuth . Eventually, will include how they give their users access via the Identity user manager. |
https://myworkplace.helpdocs.io/article/7wgu59blox-data-share-how-to-connect-to-microsoft-power-bi | after the customer's data is available and users set up | Provides a generic guide covering the steps to connect Power BI. |
Connecting Excel to Snowflake using SAML/SSO (still to be developed - mid Sept) | after the customer's data is available and users set up | Provides a generic guide covering the steps to connect Excel with SAML/SSO |
