Enable Claris ID or external IdP authentication for groups and users

For files hosted by FileMaker Cloud, users are authenticated by the Claris ID identity provider or an external IdP. In Claris Customer Console, team managers can add Claris ID users or external IdP account users to a team and create groups of users. In a FileMaker Pro file, you can create and edit Claris ID or external IdP account access for groups or individual users. The privilege set you assign to a group's access applies to all users in the group. For an individual user's access, the privilege set you assign applies only to that user.

For external IdP accounts, setup is required before users can be added to a FileMaker Cloud team. See "Using an external identity provider to authenticate Claris ID accounts" in Claris Customer Console Help.

To create account access for Claris ID or external IdP groups and users:

  1. In Claris Customer Console, on the Users page, invite users to the team.

  2. On the Groups page, create a group, then add users to the group.

  3. To create an account access entry for the group or an individual user, in the FileMaker Pro Manage Security dialog box, for Authenticate via, choose Claris ID - <Team Name>, then click New.

  4. For Group or User Name, choose the group or user name (email address), assign a privilege set, then click OK.

See "Editing Claris ID account access" in FileMaker Pro Help; and "Using an external identity provider to authenticate Claris ID accounts" in Claris Customer Console Help.

Notes 

  • To refresh Claris ID information in the Manage Security dialog box with changes you made in Claris Customer Console, change Authenticate via to another selection and then back to your FileMaker Cloud team name, or reopen the Manage Security dialog box.