Authentication overview
Flowdash manages user authentication for direct platform access and programmatic access for integrations and automation. For direct user logins, Flowdash supports traditional email and password combinations, along with Single Sign-On (SSO) options for organizational deployments. Programmatic access, essential for connecting Flowdash with other applications or automating tasks via its integration capabilities, typically relies on API keys or OAuth 2.0, depending on the specific integration requirements.
The system is designed to secure access to workflows, tasks, and data, ensuring that only authorized entities can perform actions or retrieve information within the Flowdash environment. Adherence to security standards, such as SOC 2 Type II compliance, indicates a structured approach to managing customer data and system security controls.
Supported authentication methods
Flowdash implements distinct authentication methods tailored to different access scenarios:
- Email and Password: Standard user login for accessing the Flowdash web application. Users create an account with an email address and a chosen password.
- Single Sign-On (SSO): For enterprise or team accounts, Flowdash supports SSO integrations, allowing users to authenticate via an existing identity provider (IdP). This streamlines user management and enhances security by centralizing authentication processes.
- API Keys: Used for programmatic access to Flowdash's integration functionalities. API keys serve as a token to authenticate requests made to Flowdash from external applications or scripts, enabling actions like triggering workflows or updating task statuses.
- OAuth 2.0: Employed for third-party integrations where Flowdash needs to access resources from another service on behalf of a user, or vice versa. OAuth 2.0 provides a secure, token-based authorization framework without sharing user credentials directly. The OAuth 2.0 specification outlines the roles and grant types for secure delegated authorization, as detailed by the OAuth 2.0 Authorization Framework.
Authentication methods comparison
| Method | When to Use | Security Level |
|---|---|---|
| Email & Password | Direct user login to Flowdash web application | Standard (requires strong password policies and MFA where available) |
| Single Sign-On (SSO) | Organizational user login via an identity provider | High (leveraging enterprise-grade IdP security features) |
| API Key | Programmatic access for custom scripts or direct integrations | Moderate-High (requires secure storage and transmission) |
| OAuth 2.0 | Third-party application integrations requiring delegated authorization | High (token-based, scope-limited access, no credential sharing) |
Getting your credentials
The process for obtaining credentials depends on the authentication method:
For Email and Password (User Login)
Users create an account directly on the Flowdash website during the sign-up process. Passwords should adhere to strong password policies, typically including minimum length, complexity requirements (uppercase, lowercase, numbers, symbols), and should be unique to Flowdash. Flowdash's onboarding guides provide steps for creating a new Flowdash account.
For Single Sign-On (SSO)
SSO setup is typically configured by an organization's Flowdash administrator. This involves integrating Flowdash with an existing identity provider (e.g., Okta, Azure AD, Google Workspace). Once configured, users log in via their organization's SSO portal, which then redirects them to Flowdash upon successful authentication. Consult your organization's IT department or Flowdash administrator for specific SSO login instructions.
For API Keys
API keys are generated within the Flowdash application, usually in the user's or team's settings or integration section. The exact path may vary, but generally involves:
- Logging into your Flowdash account.
- Navigating to 'Settings' or 'Integrations'.
- Locating an 'API Keys' or 'Developer' section.
- Generating a new key.
Upon generation, the API key is typically displayed once. It is crucial to copy and store this key securely immediately, as it may not be retrievable again for security reasons. If lost, a new key must be generated. Refer to the Flowdash documentation on API keys and integrations for detailed instructions.
For OAuth 2.0
Setting up OAuth 2.0 for integrations involves configuring a client application (the application integrating with Flowdash) and obtaining client ID and client secret credentials. This usually occurs within the Flowdash integration settings or a specific developer portal, depending on whether Flowdash is the OAuth provider or consumer. The process generally follows these steps:
- Register your application with Flowdash (if Flowdash is the provider) or with the third-party service (if Flowdash is the consumer).
- Obtain a Client ID and Client Secret.
- Configure redirect URIs.
- Implement the OAuth flow (e.g., Authorization Code Grant) in your application to request and exchange authorization codes for access tokens.
The specific steps for OAuth integration are detailed within the Flowdash Integrations Overview or the documentation of the specific third-party service being integrated.
Authenticated request example
While Flowdash is primarily a no-code/low-code platform, programmatic interaction, such as triggering workflows or updating tasks, often occurs through its integration points that leverage API keys. Below is a conceptual example of how an API key might be used in an HTTP request to an integration endpoint, assuming Flowdash provides a direct HTTP API for such actions.
Example: Triggering a Flowdash Workflow via an API Key (Conceptual)
Assuming an endpoint /api/v1/workflows/{workflow_id}/trigger that accepts a POST request with an API key in the header:
POST /api/v1/workflows/wkf_abc123/trigger HTTP/1.1
Host: api.flowdash.com
Content-Type: application/json
Authorization: Bearer YOUR_FLOWDASH_API_KEY
{
"data": {
"customer_name": "Acme Corp",
"order_id": "ORD-2023-001"
}
}
In this example:
Host: api.flowdash.com: The base URL for the Flowdash API (conceptual).Authorization: Bearer YOUR_FLOWDASH_API_KEY: The API key is passed in theAuthorizationheader using the Bearer scheme. The RFC 6750 Bearer Token Usage specification outlines this common method for passing access tokens.Content-Type: application/json: Specifies that the request body is in JSON format.- The JSON body contains the payload required to trigger the specific workflow, which could include workflow variables or initial task data.
For actual implementation, refer to the specific integration documentation within Flowdash, as direct HTTP API access for general workflow management may be abstracted behind specific integration connectors or webhooks rather than a broad REST API.
Security best practices
Implementing strong security practices for Flowdash authentication is crucial to protect sensitive workflow data and operational integrity:
- Use Strong, Unique Passwords: For email and password logins, enforce and use complex passwords that are unique to Flowdash. Avoid reusing passwords across different services.
- Enable Multi-Factor Authentication (MFA): Where available, activate MFA for all user accounts. MFA adds an extra layer of security by requiring a second verification factor (e.g., a code from a mobile app or SMS) in addition to the password.
- Leverage Single Sign-On (SSO): For organizations, configure SSO to centralize identity management and enhance security. SSO reduces password fatigue and allows for consistent application of security policies enforced by the identity provider.
- Secure API Key Management:
- Store API Keys Securely: Never hardcode API keys directly into source code. Use environment variables, secure configuration files, or dedicated secret management services.
- Restrict API Key Scope: If Flowdash allows, generate API keys with the minimum necessary permissions required for the specific task or integration.
- Rotate API Keys Regularly: Periodically generate new API keys and revoke old ones to minimize the risk of compromise.
- Avoid Exposure: Never expose API keys in client-side code, public repositories, or unsecured logs.
- OAuth 2.0 Best Practices: When using OAuth 2.0, ensure that:
- Redirect URIs are Secure: Only register HTTPS URLs for redirect URIs and ensure they are specific and controlled.
- Token Scopes are Minimal: Request only the necessary permissions (scopes) for the integration.
- Access Tokens are Handled Securely: Store access tokens securely and refresh them before expiration, using refresh tokens where applicable.
- Regularly Review Access: Periodically review user accounts, roles, and permissions within Flowdash to ensure they align with current responsibilities and the principle of least privilege. Remove access for former employees or those no longer requiring it.
- Monitor for Suspicious Activity: Utilize Flowdash's audit logs or activity feeds (if available) to monitor for unusual login patterns or unauthorized access attempts.
- Keep Software Updated: Ensure that any client applications or integration components interacting with Flowdash are kept up-to-date to patch known vulnerabilities.