Identity and access management with Intapp

Identity and access management

Security made simple

Your employees, contractors, and lateral hires all need to be able to quickly access firm and client data from across your systems. But how do you ensure that this information is secure, and that only certain people can access certain data?

With Intapp’s identity and access management (IAM) capabilities, your firm can define, manage, and enforce user-access policies within our products and other integrated systems — ensuring robust security and compliance. Intapp also lets end users log into these applications easier through single sign-on (SSO), simplifying the user experience.

Flexible access management

Administrators can easily define and manage both standard and custom roles and privileges, and grant default permissions to groups or individual users.

Robust access control

Ensure only authorized individuals can access sensitive information with role-based permissions and extensive user authentication methods. Firms can further enhance security and compliance by customizing password controls to meet their specific business needs.

Single sign-on (SSO)

Intapp SSO supports SAML 2.0 providers, including industry leaders like Okta and Microsoft Entra ID. End users can easily log into Intapp products and other integrated systems with a single strong password — saving them time and optimizing their workflow. Firms can also easily revoke access to these systems when an employee leaves the firm.

Please note that clients who purchase multiple Intapp products must configure SSO in multiple places.

Comprehensive identity and access management

Secure access

Securely access your common data store and Intapp solutions on computers, tablets, and smartphones with SSO and multifactor authentication.

Frictionless sign-in

Sign into supported Intapp products and integrated systems with a single username and password.

Simple user management

Effortlessly provision and manage users — including lateral hires and external identity — across your Intapp products.

Third-party authentication support

Easily exchange authentication and authorization data across security domains by integrating with industry-standard providers like Okta and Microsoft Entra ID.

Advanced local-user management

Enhance security with customizable password complexity requirements and mobile-based multifactor authentication options.

Comprehensive audit logging

Maintain an audit trail of user login activities, including a history of permissions, authorizations, and removals.

Frequently asked questions about identity and access management with Intapp

Intapp provides granular, role-based access control, so administrators can define and manage both standard and custom roles and privileges. This ensures that users have access only to the resources they need, minimizing the risk of unauthorized access.

Intapp supports SAML 2.0 and integrates with industry-standard SSO providers such as Okta and Microsoft Entra ID. This integration lets users easily access multiple applications with one set of credentials. Clients who purchase multiple Intapp products must configure SSO in multiple places.

Intapp offers comprehensive audit logging that tracks user login activities, permissions changes, and access attempts. Administrators can generate detailed reports to review user activity and ensure compliance with security policies. Real-time monitoring and alerts for suspicious activities are also available.

Intapp simplifies the onboarding and offboarding processes with automated user provisioning and deprovisioning. Administrators can easily grant necessary permissions to new hires and revoke access from departing employees — ensuring quick, smooth, and secure transitions.

Intapp products are designed with security measures to mitigate the impact of stolen credentials. Intapp products support SAML 2.0 and integrate with industry-standard SSO providers such as Okta and Microsoft Entra ID. For clients who are unable to use SSO via a SAML provider, Intapp products support multifactor authentication using time-based one-time passwords (TOTP). These controls enhance security by adding layers of protection against unauthorized access.

Intapp products integrate with a wide variety of applications. The authentication method used depends on the specific requirements and support capabilities of each application. An Intapp Client Services representative can provide guidance on the authentication requirements for your planned integrations.

Applications can connect to Intapp products via our APIs using OAuth credentials. These credentials can be configured directly within Intapp products to ensure secure and efficient authentication.