Logging In
- Getting Started with SSO (Single Sign-On)
- Selecting a Subdomain for Login
- Two-Factor Authentication
- Setting up your User Profile
- Logging In & Troubleshooting Tips
- Change Your Password or Email Address
- Forgotten Password / Password Reset
What is SSO?
Single Sign-On (SSO) enables you to log in to Nextpoint using your company credentials seamlessly. Nextpoint’s SSO is based on SAML and supports integration with Okta and Azure Active Directory.
How it Works:
- Nextpoint serves as the Service Provider (SP) and offers automatic provisioning.
- You are not required to manually register as a user in Nextpoint.
- When Nextpoint receives a SAML response from the Identity Provider (IdP), it checks if the user exists.
- If the user doesn't exist, Nextpoint automatically creates a user account.
This streamlined process ensures effortless access to Nextpoint using your company credentials, enhancing security and convenience.
Configuring SSO
If your firm uses Okta or Azure Active Directory, reach out to your Nextpoint account manager or contact our support team at support@nextpoint.com so we can help you get started with SSO.
If your firm uses a different IdP that you would like us to expand to, reach out to our team or submit our Feature Request form here.
Signing in with SSO
If your account owner or system administrator has already set up SSO for your Nextpoint account, you can conveniently use SSO to log in on the web with the following steps:
- Visit Nextpoint.com
- Click on the Sign In button located at the top right corner of the main page.
- Choose the region of the database you want to access.
- You’ll then be prompted to enter the subdomain associated with your database.
*If you’re unsure what your subdomain is, follow the "Forgot your Subdomain?" instructions to receive an email reminder.
- If SSO is enabled for your subdomain, you’ll have the option to select the Single Sign-On option:
- You’ll be directed to your Single Sign-On provider’s page to sign in securely.
- After successfully signing in, you’ll be automatically directed back to the Nextpoint application.
Getting Started with SSO (Single Sign-On)
Background: As part of the recent login changes, users will now be required to login to their specific subdomain.
When logging in for the first time you will be prompted with the following:
Simply enter your subdomain, and then select Continue.
If you have forgotten your subdomain then select "Forgot your subdomain?" You will then be prompted to enter your email address:
Enter your email address and then select "Send Reminder." The domain name will be sent to your email address. Select "Back to Sign in" and then copy and paste the domain name from the email you received.
If you have any questions or need any assistance please reach out to support@nextpoint.com
Selecting a Subdomain for Login
At Nextpoint, we take security very seriously. We understand that the security of our customers' data is of utmost importance, and we work hard to ensure that our platform is as secure as possible. One of the ways we do this is by using two-factor authentication (2FA) to protect login to our platform.
Two-factor authentication is an extra layer of security that requires users to provide two forms of identification before they can access their account. This ensures that even if someone manages to obtain a user's login credentials, they still won't be able to access their account without also having access to the second form of identification.
At Nextpoint, we offer Email pin two-factor authentication (2FA).
The process of using email pin 2FA works like this: after entering their username and password, the user will be prompted to enter a unique code that has been sent to their email address. This code is valid for 1-hour, after which it will expire and a new code will need to be generated.
We take the security of our platform very seriously and are committed to providing our users with the highest level of security possible. If you have any questions or concerns about our security measures, please don't hesitate to reach out to our support team for more information.
In addition to Two-Factor Authentication, Nextpoint also offers Single Sign-on (SSO) for an added layer of security. You can read more about this option here.
Two-Factor Authentication
First-time users added to any database will need to set up a user profile with pertinent details, accept the terms of use and authenticate/verify their computer device.
When first added as a Nextpoint user, an auto-generated email will be sent to the email address provided by the Admin.
Click on the hyperlink in the email to activate the onboarding sequence. You will be taken to the User Account Setup page, where you can set up your account in four easy steps:
1 | Set your password
Create a new password, and confirm password. Click Continue to move to the next step.
2 | Add your details
Fill in your details. All fields are required to verify identity, maintain audit trails and access logs, and provide the highest levels of product support and data security.
Click Continue to move to the next step.
3 | Accept Terms of Use
Read the Nextpoint Terms of Use, and click Agree to accept the Terms of Use and move to the next step.
4 | Verify your device
The final step is device verification. Enter the system generated PIN that is emailed to you (it is time-sensitive).
For security purposes:
- Each time you log in from a new device, you will need to enter a PIN that will be emailed to you.
- DO NOT copy and paste this PIN from your email, as there may be hidden characters that will cause an error.
- You can enter a Computer Name so that you can easily track the devices used to access your account.
Click "Continue" to complete your Nextpoint user registration. You will be directed to the specific case to which you were invited.
If you are having issues logging in to Nextpoint, please click here.
Setting up your User Profile
For any Nextpoint user, the first step in getting started is to be added to a specific database, or if you are an Account Administrator, to the firm’s Account Dashboard. First-time users added to any database will need to set up a User Profile with pertinent details, accept the terms of use, and authenticate/verify their computer device.
Outlined below are the steps you can expect when logging in for the first time and subsequently logging in "the next time" after your initial setup:
When first added as a Nextpoint user, an auto-generated email will be sent to the email address provided by your Account Administrator.
Click on the hyperlink in the email to activate your User Profile. Upon clicking, you will then be directed to the user onboarding sequence where you can set up your profile in five easy steps.
Note: If you are expecting an invitation to access a database and have not yet received it, please first check your Spam and Trash for an email from Nextpoint.
If this is not your first time logging in, see section below covering Logging In After Initial Setup.
Once your User Profile setup is complete as outlined above in the section title "Logging in for the First Time", you are ready to log in via any internet browser.
If you were not redirected after completing the onboarding process, check the previously received invitation granting you access. Contained within will be a custom firm URL formatted similarly to firmname.nextpoint.com -- this is your Account URL.
An example is shown below:
To log in, open any browser, and navigate to your Account URL. Once there, enter your username (email address) and password (as set up during the initial onboarding process), then click Log In.
When on a personal device (not shared):
- Check 'Disable session expiration' on the log in page to avoid Nextpoint signing you out after 30 minutes of inactivity. Checking this may be beneficial if you intend to start uploading data to the File Room upon logging in.
- Check 'Remember my email' so when you come to the log in page in your next session, you will not need to input your username/email again.
TIP: When logging in the first time, bookmark your Account URL to avoid needing to go back to the original email invitation with the link each time. Read more here on how to create a bookmark in Chrome, Firefox, and Safari
Single Sign-On (SSO) enables you to log in using your company credentials seamlessly. Nextpoint’s SSO is based on SAML and supports integration with Okta and Azure Active Directory.
If your Organization uses Okta or Azure and you are interested in setting up SAML SSO login for your team, reach out to your Nextpoint account manager or contact our support team at support@nextpoint.com so we can help you get started.
See our article here for more details.
If your account owner or system administrator has already set up SSO for your Nextpoint account, you can conveniently use SSO to log in on the web with the following steps:
- Visit Nextpoint.com
- Click on the Sign In button located at the top right corner of the main page.
- Choose the region of the database you want to access.
-
You’ll then be prompted to enter the subdomain associated with your database.
*If you’re unsure what your subdomain is, follow the "Forgot your Subdomain?" instructions to receive an email reminder.
-
If SSO is enabled for your subdomain, you’ll have the option to select the Single Sign-On option:
- You’ll be directed to your Single Sign-On provider’s page to sign in securely.
- After successfully signing in, you’ll be automatically directed back to the Nextpoint application.
Help! I'm having trouble logging in.
If you are having issues logging in to Nextpoint, a series of troubleshooting options are linked below.
User Security Best Practices
- Each time you log in from a new device, you will need to enter a PIN that will be emailed to you. If you find yourself entering a PIN every time you log in on the same device, we recommend checking to make sure you have "Cookies Enabled" in your browser. This is how your PIN is saved to recognize your device.
- DO NOT copy and paste this PIN from your email, as there may be hidden characters that will cause an error.
- Enter your Computer (Device) Name so that you can easily track the devices used to access your account (e.g. Work Computer, John's iPad, etc..)
Common Login Issues
Having trouble accessing your Nextpoint account? These are the most frequent scenarios our support team has encountered in the past, along with steps for resolving them.
Click the “Forgot Password?” link underneath the "Log In" button. Nextpoint will email you a link to reset your password.
For security purposes, all Nextpoint invites have a time limit. If you did not set up your user account within the time limit, you will need a new invite.
If you are the first user on the account, please contact your Nextpoint Account Director. They will work with you to send a new invite.
Note: Our user invites only work for the person they are issued to. If you attempt to register using an invite link with someone else’s name on it, you will also see this error message. Please ask the account administrator to send you an invite of your own.
Copy-and-pasting the password sometimes leads to this error. Try typing it instead.
Check with your Firm's Nextpoint Administrator to make sure you’ve been added to the case and your email address was spelled correctly.
If it wasn’t, have your Admin add you as a user with the correct email.
They can also choose to remove the incorrect user email by clicking Users > Current > (select email address), then selecting Remove Completely.
If your email address was spelled correctly, please contact your Client Success Director or Support.
Nextpoint needs an active connection to launch. Check your internet connection and see if other websites are loading normally.
In rare cases, Nextpoint may be down. To check whether this is the case, visit http://status.nextpoint.com.
First, check your Spam folder.
If the email is there, move it back to your inbox and be sure to whitelist emails from Nextpoint. If the instructions in the previous link don't seem to be working for your mail client, ask your IT manager for help.
If the email is not there:
- Whitelist emails from Nextpoint.
- Confirm the invitation to access was sent to the correct email address (e.g. look for typos, old email addresses, etc...).
- Ask your IT manager to check firewalls and make sure emails from Nextpoint are allowed in.
- Please submit a ticket with the database number and the invited user’s name and email address to support@nextpoint.com. We will resend the invite.
Occasionally these emails will be received with a delay from the mail server. If possible, please allow 10-15 minutes for the email to come through. If it’s been more than 15 minutes, check your Spam folder.
If the email is there, move it back to your inbox and be sure to whitelist emails from Nextpoint. If you’re unsure of how to do this, ask your IT manager for instructions.
If the email is not there:
- Whitelist emails from Nextpoint.
- Ask your IT manager to check firewalls and make sure emails from Nextpoint are allowed in.
- Request another device PIN. To do this, click the link at the bottom of the Verify Device page of the onboarding screen.
Log in again and try to request a new PIN. If the PIN email is still not delivered, follow the steps for Issue 7 above.
This can happen if your browser isn’t allowing cookies. Here’s a WikiHow article explaining how to enable cookies.
A 403 error can occur for a number of reasons. Here are some potential solutions:
- Clear your browser's cache/cookies/history
- Try another browser
- Try the incognito tab on your browser
- Deactivate any plug-ins on your browser
What if I still can’t log in?
Send an email with your name, Database ID and a description of what you’re encountering to support@nextpoint.com.
Logging In & Troubleshooting Tips
To make edits to your User Profile details or change your password, access My Profile at the top right of any page in Nextpoint by clicking the Person Icon My Profile.
Once in My Profile, you can reset your password and/or make edits to your user details.
- To change your password, click Reset Password in the upper right hand corner. You will then be prompted to change your password.
- To change the email associated with your account (for which you use to login to Nextpoint), make any necessary updates in the Email Address section of the Edit Your Profile page.
Click Update to save your changes.
Change Your Password or Email Address
To access Nextpoint, all users need to input their email or username and password. If you have forgotten your password, you can reset it at any time.
Simply click the Forgot Password? link under the Log In button.
Enter the email address associated with your Nextpoint instance in the following screen and an email will be sent with instructions to reset your secure password.
Note: It is suggested you manually enter the provided temporary password from the email instead of copying and pasting. This will help to avoid unwanted characters from being added during copying and in-turn causing the temporary password to error when pasted.
Once you receive the temporary password, return to the Nextpoint login page and enter your email address and temporary password, then click "Log In".
Lastly, you will be prompted to create a new password.