Logging in to Coveo Cloud V2

The Coveo Cloud V2 platform relies on third-party identity providers to authenticate users. Supported identity providers are Google, Office 365, Salesforce, and several single sign-on identity providers (see Coveo Cloud V2 SAML SSO). There is therefore no such thing as a Coveo Cloud V2 account.

Often, people have an account in two or more of these supported identity provider. If these accounts are invited to use Coveo Cloud V2, users can log in using any of them (see Add Members). However, although these identities represent the same user, they are independent one from another.

Since these accounts are independent, they can be granted different privileges or be invited to different organizations (see Privileges).

The administration of your company’s Coveo Cloud V2 organization grants source management privileges to your corporate Office 365 account, but none to your corporate Google account.

You must log in to the Coveo Cloud V2 platform with your corporate Office 365 account to gain access to the administration console.

If you log in with your corporate Google account, because this account has no privilege in any organization, you get the following message:

You currently do not have access to any organizations.

Depending on your role, you typically need to log in to the Coveo Cloud V2 platform when you want to:

  • Administrator - Access the Coveo Cloud V2 administration console (see Logging in to the Coveo Cloud V2 Administration Console and Coveo Cloud V2 Administration Console).

    Your company uses Coveo Cloud V2 to power search pages. You are a knowledge manager, so you want to be able to view and create Coveo Cloud usage analytics reports to track user adoption and identify content gaps. Your Coveo Cloud administrator grants usage analytics management privileges to your corporate Google account in your company Coveo Cloud organization.

    You log in to the Coveo Cloud V2 platform using your Google corporate account to access the Coveo Cloud V2 administration console.

  • Developer - Get an access token to make API calls to the Coveo Cloud V2 platform (see Logging in to the Coveo Cloud V2 Administration Console).

    You are a developer just getting started with Coveo Cloud V2 by following an introductory tutorial (such as Create an Organization and a Source, and Get Your First Query Results). You log in to the Coveo Cloud V2 platform for the very first time using a personal Google account. Because this account is not yet granted privileges in any Coveo Cloud V2 organization, you get the following message:

    You currently do not have access to any organizations.

    You are however authenticated to the Coveo Cloud V2 platform, and you can continue the tutorial and create an organization of which you will become the owner.

  • End user - Access a Coveo Cloud V2 hosted search page (see Logging in to a Hosted Search Page and Search Pages - Page).

    Your company employee portal search page is hosted in Coveo Cloud V2. Your Coveo Cloud administrator granted access to the search page to the Office 365 identity of all company employees.

    As an employee, you must log in to the Coveo Cloud V2 platform using your Office 365 account to gain access the search page.

Logging in to a Hosted Search Page

Hosted search pages are set up by Coveo Cloud V2 administrators, but can be used by both administrators and end users (see Search Pages - Page).

  1. If you are about to access the desired search page for the time, follow the Logging in to the Coveo Cloud V2 Administration Console steps and accept an invitation to your organization.

  2. Enter the desired search page address in a web browser. This address should be of the following format: https://platform.cloud.coveo.com/pages/{OrganizationID}/{SearchPageName}.

  3. Once redirected to either of the following pages, click the identity provider with which you want to log in:

Logging in to the Coveo Cloud V2 Administration Console

To log in to the Coveo Cloud V2 administration console:

  1. Enter the administration console address in a web browser:

    • To log in to the Coveo Cloud V2 administration console for a specific organization, this address should be of the following format: https://platform.cloud.coveo.com/login/{OrganizationID}

    • To log in to the Coveo Cloud V2 administration console first and then choose the desired organization, use the Coveo Cloud V2 generic login address: https://platform.cloud.coveo.com/login/.

  2. Once redirected to either of the following pages, click the identity provider with which you want to log in:

  3. If you are logging in for the first time, confirm that you have read and accept the Coveo Customer Agreement and Privacy Policy.

    1. Select the I have read and accept the Coveo Customer Agreement and Privacy Policy check box.

    2. Click Continue.

    As of March 17, 2017, users with accounts created before this date are also required to confirm they accept the Agreement. The confirmation dialog appears upon their next login.

  4. Join the Coveo Cloud V2 organizations to which you are invited (see Join a Coveo Cloud Organization).

    • You cannot join a Coveo Cloud organization without invitation. If you do not have access to any Coveo Cloud organizations, log in with another user account or request an invitation from another user.

    • If you want to create a Coveo Cloud organization, contact Coveo Support.

Logging in Using a Google Account

On the Log into Coveo Cloud page:

  1. Click Log In With Google.

    When you are already logged into your Google account, you are automatically logged into Coveo Cloud.

  2. When you are not already logged in, on the Google login page, log in with your Google account:

    1. In the box, enter your Google account email, and then click Next.

    2. In the Password box that appears, enter the corresponding password, and then click Sign in.

    OR

    When you are signed in with more than one Google account on your device and in your browser, click the Google account with which you want to log in, and then enter the corresponding credentials.

Logging in Using a Office 365 Account

On the Log into Coveo Cloud page:

  1. Click Log In With Office 365.

  2. In the Office 365 login page, log in with your Office 365 account:

    Select one of the saved usernames (if any), enter the corresponding Password, and then click Sign In.

    OR

    1. Click Use another account.

    2. Enter your Office 365 account Email or phone and Password, and then click Sign In.

      When the user consent is disabled for your Office 365 organization, you get an error message like the following (see Troubleshooting Office 365 Login Issues):

      AADSTS90093: Does not have access to consent.

Logging in Using a Salesforce Account

On the Log into Coveo Cloud page:

  1. Click Log in With Salesforce, and then select Production or Sandbox.

  2. In the Salesforce login page, log in with your Salesforce account:

    Select one of the saved usernames (if any), enter the corresponding Password, and then click Log In.

    OR

    1. Click Log In With a Different Username.

    2. Enter your Salesforce account Username and Password, and then click Log In.

Logging in Using Single-Sign On

When logging in to the Coveo Cloud V2 administration console, there are two ways to log in using single sign-on (SSO) (see Coveo Cloud V2 SAML SSO):

  • Using the organization dedicated login page (see Review the Organization ID):

    • For a regular (non-HIPAA) organization: https://platform.cloud.coveo.com/login/{OrganizationID}.

      OR

    • For a HIPAA organization: https://platformhipaa.cloud.coveo.com/login/{OrganizationID} (see About the Coveo Cloud V2 HIPAA Platform).

    This login page shows the organization name and the identity provider display name (see Configure Coveo Cloud V2). Click Log in with [identity provider display name].

  • Using the regular Coveo Cloud V2 login page:

    1. Click Using Single Sign-On

    2. Enter the organization ID (see Review the Organization ID), and then click Confirm.

      If you do not remember your organization ID, click Don’t know your organization ID? You are then prompted to enter your email address to receive a list of the organization of which you are an SSO-type member (see Find Your Organizations).

      Upon successful SSO, the platform stores the organization ID in a cookie to later fill the Organization ID box automatically.

    3. Click Log in with [identity provider display name].

Find Your Organizations

If you do not know your organization ID, the Don’t know your organization ID? SSO feature allows you to enter your email address and receive a list of the Coveo Cloud V2 organizations of which you are a member using SSO (see Logging in Using Single-Sign On and Members - Page). You are such a member when:

SAML-FindYourOrganizations