With Single Sign-On (SSO), users can log in to Tresio using their existing company credentials (e.g., Microsoft 365 or Google Workspace) without needing a separate Tresio password. This simplifies the login process, enhances security, and makes centralized user management easier.
Authorized domains ensure that only users with a specific company domain (e.g., @company.com) can access the Tresio account. This allows companies to maintain full control over who can access their financial data.
Together, SSO and authorized domains provide enhanced security, simpler administration, and a seamless user experience.
A Tresio Enterprise account is required to use authorized domains. Please feel free to contact our team.
Add domain
In the menu, go to Access Manager and then click on Add Domain:
Then add the domain that you want to grant access to Tresio:
Our team will review the request and process it on the same day.
Register additional users
Once the domain is activated, employees of your organization can create a new account.
New accounts under the activated domain can be created via the registration page (https://tresio.ch/system/homer/signup.php). New users can register either using their email address or via Single Sign-On.
Manage default user permissions
Once the domain is activated, employees of your organization automatically gain access to the Tresio environment. To prevent unauthorized access to sensitive data, we recommend keeping the default view for new employees to a minimum.
You can also do this in the Access Manager:
By default, all views for new users are disabled (recommended).
Once new users from your organization register, you can assign them the appropriate user permissions.