Note: Nintex Apps data centers are located in West US and Australia (AUS). In-region processing of Nintex Apps data is only available in these regions.

Nintex Automation Cloud and Nintex Apps connected user management

In order for users to access and use the Nintex Automation Cloud and Nintex Apps connected experience, you must ensure that they are authenticated and authorized to use both parts of the product. User roles and permission sets differ between Nintex Automation Cloud and Nintex Apps, so you must assign appropriate roles and permission sets to users in both parts of the product.

Tip:

For detailed information on Nintex Automation Cloud authorizations, workflow settings, and Nintex Data permissions, see Configure single sign-on using SAML protocol, Workflow settings, and Tables permissions.
For detailed information on Nintex Apps authorizations and site and app permissions, see Single Sign-On and Permissions in Nintex Apps .

To set up users in the connected experience:

If the user will be accessing Nintex Automation Cloud and they are a new user, add them on the User management page. The new user will receive a welcome email from Nintex with links and sign-on instructions.

If you are licensed to access Nintex Apps, when the new user first attempts to access Nintex Apps, they will be autoprovisioned as a user with the default standard site permission set in Nintex Apps. For more information about adding users in Nintex Automation Cloud, see Add, edit, and remove tenant users.

Important: If the user already exists in Nintex Apps and you are adding them to Nintex Automation Cloud, enter the user's email address on the User management page in Nintex Automation Cloud exactly as it appears in Nintex Apps.
Assign the user an appropriate Nintex Automation Cloud role based on their allowed permissions. For information about assigning roles in Nintex Automation Cloud, see Add, edit, and remove tenant users.
After the user has accessed Nintex Apps, assign them the default permission set or an appropriate Nintex Apps permission set based on their allowed permissions. Most of the time, the default permission set will appropriate for the user.

For information about assigning permission sets in Nintex Apps, Permissions in Nintex Apps .

When single sign-on is enabled, and appropriate roles and permission sets are assigned to users in both Nintex Automation Cloud and Nintex Apps, users can log in and access applicable parts of the connected experience.