Logging into your Softools Site

Softools is a Cloud based Business Application Portal that requires an individual User login. This is to tailor your experience based on your access and permission levels. It will give you access to the Apps which are relevant for to your business functions as well as Full/Read-Only access to the Records within those Apps. It will also govern the actions you can perform such as App Building, User Administration and Data Operations such as Setting Security or Exporting Data.

You will need to know your site URL. On registering your User there will be a link to your portal in the form:

domain.on.softools.net

If you need to know your site URL please search for your User verification email from 'no-reply@softools.net' or alternatively contact your system administrator.

Prerequisites

Before you can log in you will need to verify your Softools account against your registered email address. See our article on how to verify your account.

The platform requires a modern HTML5-compliant web browser. To check that you are using a support browser please refer to supported web browsers.

Login Procedure

Step 1: Open a web browser on your PC, tablet or smartphone and enter your site URL.

domain.on.softools.net

Step 2: Enter your Username or Email-Address.

Step 3: Enter your Password Note: Passwords are case sensitive

Step 4: Click login or use the 'Enter' key as a keyboard shortcut.

Note: Passwords are case sensitive

Step 5: Access your Site Homepage. A successful login will mean that you arrive at your site homepage. A successful login will look lie the following screen.

If this is not what you see when you login then contact your Site Administrator for more support.

Troubleshooting

The most common issue with logins are Forgotten Passwords. Follow the steps in our article on resetting passwords. If you are still experiencing difficulties then contact your system administrator for further support.

SSO-Enabled Login

Your Site Administrator may have asked Softools to enable Single-Sign-On (SSO) for authentication.

In this scenario the Login Screen will display the options that are available for you to log in. For example in the following example user authentication has been linked to a Microsoft authentication method.

The next is where a combination has been enabled and the Site will understand there is a SSO connection based on email domain

When the option (or 'LOG IN' button) is selected then the third-party authentication will be as you are familiar with on other corporate portals.

If you are a Site Administrator and you would like to enable SSO then then contact your Softools Account Manager to progress this further.