Storable ID: Enablement guide for Storable ID admins

With Storable ID, you can log into Storable Easy - and eventually, all Storable applications - with a single user account instead of separate logins per app or facility. A new SSO dashboard has been created for this purpose, including Multi-Factor Authentication for enhanced security. Before enabling Storable ID for your account, please read our Storable ID FAQ. Please note once Storable ID is turned on for your organization, it will be enabled for all facilities on your account and cannot be turned off. Before enabling Storable ID we recommend communicating with your organization.

How to enable Storable ID

To enable and configure Storable ID for your account, log in to Easy Storage Solutions as you normally would. After entering your login credentials, owners will see a prompt to set up Storable ID.

To enable and configure Storable ID for your account, log in to Storable Easy as you normally would. Navigate to Setup > Users & Roles.

You’ll see a banner at the top of the page. Click Enable Storable ID from the banner. Then, log out of your software.

Log back into your software. You will see the following prompt after entering your login credentials.

If you’re ready to proceed with Storable ID, click the checkbox for I confirm that I can set up Storable ID for my company, then click Continue.
Select I Do Not Have a Storable ID.
Enter your login details (username/email, password, and confirm password). The username must be a valid email address. Each username must be unique within your organization. Passwords require at least one letter, one number, one special character, and at least 12 characters. Per PCI DSS requirements, passwords must be changed every 90 days. Below the Login Details, enter your Profile Information (first name, last name, security question, and answer) and click Create Storable ID.
On the next screen, you’ll see a success message. Click Continue.
Enter your login credentials and click Continue.

Choose your Multi-Factor Authentication. Five options are available: Okta Verify Google Authenticator Email Authentication Security Key or Biometric Authentication Click Setup under your preferred option and proceed with the instructions. Click Finish.
You will be notified that your old Storable Easy username has been replaced with your new Storable ID username (your email address). Click Go to Onboarding Wizard to configure Storable ID for your organization.

Click Get Started from the Welcome message.

Onboarding Wizard

Step 1. Onboarding Overview

Click Continue from the Onboarding Overview when you are ready to proceed.

Step 2. Select your User Settings

• Allowed Username Domains - Select Yes or No to require all users on your account to set up a username that ends in the same specific domain. For instance, you can require all usernames to end with @yourdomain. If you select Yes, you can enter a single domain or multiple domains. To add domains, enter the domain and press Enter.

• Shared emails - All users will need to have an email address associated with their account. In this section, you will specify whether users will have a unique email address or if they can use shared email addresses. We know that many organizations use shared facility email addresses for their employees; however, we recommend giving each user an individual company email.

Users with shared email addresses will have the following limitations:

• Each employee who shares an email address will need to create a unique username. The username doesn’t have to be a valid email but must be formatted as an email address (Ex: [e-mail]). We recommend identifying the username format you wish your employees to use.
• Employees with a shared email may not be able to reset their own passwords via email and may be required to contact an owner to get a temporary password.
• If employees with a shared email make too many login attempts, they will be required to contact an owner to unlock their account

Click Submit once you have made your selections. 

Step 3: Security Settings

• Lock out policy - Choose whether or not users should be locked out of the system after a certain number of failed login attempts. If you choose Yes, select the maximum number of failed attempts (between 1 and 10).
• Multi-Factor Authentication Methods - Select which MFA methods you will allow. You can select one or more of these options. 
• Multi-Factor challenge frequency - Select how often the user will need to complete an MFA challenge by entering the number of days (between 1 and 14)  between MFA challenges.

Click Submit to proceed.

Step 4: Configure Storable ID Enablement 

A. If you’re ready to continue with user configuration, select whether Storable ID should be optional or required for users on your account. Please note: Once you make Storable ID required, you cannot make it optional.

• Optional: Users can skip using Storable ID to sign into Storable Easy Please note that users will be prompted to set up their Storable ID at each login but can skip it.
• Required: Users must use Storable ID to sign into Storable Easy.

B. If you're not ready to continue configuring user settings, you can click Skip Configuring Storable ID. You can return to the Onboarding Wizard at any time. However, Owners who have access to all facilities on your account will see a prompt each time they log in to Storable Easy until configuration is complete.

Click Save & Finish. The next time users on your account attempt to sign in to Storable Easy, they will be redirected to the portal to complete their Storable ID registration.

Next Steps

Your employees and other users of your Storable Easy account will be prompted to create their Storable ID at their next login. When you enable Storable ID, existing users will not appear in the portal until they create a Storable ID.

If a user has not created a Storable ID and you need to change their access to Storable Easy, you can edit or delete the user in your software as usual. Once your users have signed up for Storable ID, we recommend completing a one-time audit in the Storable ID portal to ensure all users have the correct permissions.

User management in the portal

When Storable ID is enabled, users will be added and edited in the Storable ID portal. You can access the portal from your software by clicking the Storable Account Portal link from Users & Roles or logging in to the Storable ID Portal directly and clicking Settings.

📖 Learn more about adding and editing users in our article: Storable ID: User management.

Please note: The first person to go through the MFA configuration process will be marked as the sole Admin for your account. By default, this person will be the only one who can add, delete, or edit existing users in addition to making MFA settings adjustments. If you would like to grant an additional user these permissions, you can do so by applying the Admin role to their user profile in the Storable ID portal.