INTRODUCTION
This guide walks you through the initial setup and configuration of Dualog Identity for your organization. By the end of this guide, you will have configured your basic settings and be ready to start adding users and integrations.
PREREQUISITES
Before you begin, ensure you have:
- Administrator access to the Dualog Portal (
apps.dualog.com) - Your organization has been provisioned for Dualog Identity
ACCESSING THE DUALOG PORTAL
- Navigate to
https://apps.dualog.com - Log in with your administrator credentials
- You will see the main portal dashboard
KEY AREAS FOR IDENTITY MANAGEMENT
Ship Staff
The Ship Staff section is where you manage all user-related functions:
- Create and manage crew accounts
- Import users via CSV
- Configure password policies
- Enable MFA settings
- View user activity logs
To access Ship Staff, click Ship Staff in the main navigation.
Integrations
The Integrations section is where you configure SSO connections:
- Set up cloud application integrations (OIDC/SAML)
- Configure ship-side application integrations
- Set up Active Directory provisioning
To access Integrations, navigate to https://apps.dualog.com/integrations
INITIAL CONFIGURATION STEPS
Step 1: Configure Password Policy
Before adding users, set your organization's password requirements:
- Go to Ship Staff
- Click the Settings tab
- Scroll to the Password policy settings section
- Configure the following options:
- Minimum password length: Set the minimum number of characters (minimum 8)
- Require uppercase: Optionally require at least one uppercase letter (A-Z)
- Require numeric: Optionally require at least one number (0-9)
- Require special character: Optionally require at least one special character ($, #, %, etc.)
- Save your changes
Step 2: Configure MFA Settings
Decide whether to require multi-factor authentication for your organization:
- In Ship Staff, click the Settings tab
- Scroll to the Authentication settings section
- Configure the following options:
- Require multi-factor authentication by default: When enabled, all users must use MFA unless manually disabled on their account
- Self-service password reset via SMS: Allow users to reset their password using SMS verification
- Self-service password reset via personal email: Allow users to reset their password using their personal email
- Allow email address reminders: Let users retrieve their email address by entering their phone number
- Save your changes
Step 3: Add Your First Users
You can add users in several ways:
- Manual creation: Add users one at a time through the UI
- CSV import: Bulk import users from a spreadsheet
- API integration: Programmatically sync users from external systems
- CMS integration: Automatically sync from your crew management system
For detailed instructions, see Managing Users.
Step 4: Set Up Your First Integration
Once you have users, configure your first application integration:
- For cloud applications, see Setting Up Cloud Integrations
- For ship-side applications, see Setting Up Ship Integrations (requires Ship-Side Identity Server)
- For Active Directory, see Active Directory Integration (requires Ship-Side Identity Server)
UNDERSTANDING THE SYNC PROCESS
Changes made in the Dualog Portal sync to vessels within minutes when they have connectivity. This includes:
- New and updated user accounts
- Password policy changes
- Access policies
- OIDC configurations
The ship-side identity server works fully offline, so crew can always authenticate to onboard systems even without an internet connection. Changes will sync the next time the vessel connects. For information on setting up the ship-side identity server, see Ship-Side Identity Server.
NEXT STEPS
Now that you have completed the initial setup:
- Managing Users - Learn how to create, import, and manage crew accounts
- Setting Up Cloud Integrations - Configure SSO for cloud applications
- Setting Up Ship Integrations - Configure SSO for onboard applications
- Password Policies and MFA - Fine-tune your security settings
- User Activity and Audit Logs - Monitor authentication activity
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