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Prepare to roll out Passfort

Before you start rolling Passfort out to your users, you should make sure everything is in place and ready to go.

If you have any questions, we'll be here to answer them. You can contact your Relationship Manager or raise a ticket with our support team.

Complete the configuration for direct agreements

We'll need the details, such as the API key name, for any direct agreements you have with your data providers. This will enable us to complete the configuration on Passfort's side.

The information we need depends on the data provider. To find out exactly what we need:

  1. Find the information for your data providers.

  2. Then, navigate to the section called What we'll need.

You can pass this information on to your Relationship Manager or send it to

Set up users

How you add your users to Passfort depends on whether you are using single sign-on (SSO) or not.

Set up users with SSO

If you've purchased SSO for Passfort, we'll help you get set up. Learn more about the SSO configuration process and user experience.


If you're planning to get SSO, but don't have it yet, don't worry, it's easy to switch later.

Set up users without SSO

Add your users to Passfort and configure teams as needed.

Roles and permissions are what enable users to access different areas of Passfort. When you add users, they'll have default roles and permissions, but you can customize them. In particular, you should confirm which users should be able to export report data. Because data contains personally identifiable information (PII), this permission is never granted by default.

Additional configuration

Notification preferences determine what information a user is alerted to, such as when an application is nearing expiry, as well as how they receive the alert, for example, an email. Users set their own notification preferences by selecting the Manage account ManageAccount icon_menu icon and selecting Notifications. For more information, see About notifications.

Users also determine which application queues they see. This helps them manage their day-to-day workload. To set this up, they should apply filtering and sorting.

Train your users

We recommend training all day-to-day users of Passfort before you start your rollout. Ideally, the session is recorded so it can be shared and rewatched later.

Training should cover:

  • Your smart policy

  • Navigating the Passfort portal

  • Searching, filtering, and assigning profiles

  • Handling cases that require manual intervention

Typically, training is done in partnership with your Relationship Manager and your Go Live team.

To schedule a training session, contact your Relationship Manager.

Additional information