Skip to main content

Access to Surfy

Who can access the platform ?​

Accessing an organization's Surfy platform requires creating a secure account validated by the organization.
The features available to each user are determined by the organization based on assigned roles, and visible content is customized according to user permissions.

SaaS Mode​

Software as a Service (SaaS)is a licensing and distribution model where software applications are provided over the Internet as a service. Users access the applications via a subscription.

Surfy operates in SaaS mode, with the application and data hosted in France on Microsoft Azure servers.

Data Security​

Why data security is our priority

Creating a User​

Account Creation Request​

To access Surfy, the organization must have an active subscription to the solution.

Future users can create a Surfy account, a Microsoft Office 365 account, or a Google account to request connection to the organization’s platform.
If the organization uses secure access via a business account, users can directly access the platform by selecting that option.

Organization Users​

Once the connection request is approved by the organization, roles and content access rights are assigned to the user.
The user can then freely access the organization’s Surfy platform based on these permissions.

Assigning a User Role​

To assign a user role, from the homepage:

  1. In the left menu, click "Administration"→ "Security"→ "Business Users"to "List Business Users."
  2. Click the red dot iconat the start of the user’s row to "Edit the business user xxxx@xx."
  3. Click "CREATE A BUSINESS USER ROLE"and then the pencil icon("Role").

The list of available roles appears:

  1. Select the role to assign and click "Confirm Creation."

The role is added to the list at the bottom of the box.

To remove a role from a business user:

  • Check the box at the start of the role's row.
  • Click the trash icon that appears.
  • Confirm the deletion.

Removing a business User​

To remove a user from the organization, in the left menu:

  1. Click "Administration"→ "Security"→ "business Users"to "List business Users."
  2. Check the box at the start of the user's row.
  3. Click the trash icon at the top of the page.
  4. Confirm the deletion.

Assigning Content Roles​

CHAPTER UNDER CONSTRUCTION

Automatic Authentication​

CHAPTER UNDER CONSTRUCTION

Business Access​

CHAPTER UNDER CONSTRUCTION