This guide outlines the various methods administrators and users can use to gain access to the Tekst platform.

Step 1: Navigate to the Tekst login page.

Begin by opening your web browser and navigating to your organization's Tekst login page (e.g., https://<yourcompany>.tekst.com).

Step 2: Enter an email address.

On the login page, click on the "Email" field to activate the input area and enter your email address.

Step 3: Enter your email address and password.

Enter your registered email address in the designated field, ensuring it is typed correctly. Then, click on the "Password" field and enter or paste your password. Double-check both entries for accuracy to ensure a successful login.

Step 4: Click on "Continue".

Once your email address and password are entered, click the "Continue" button. This step confirms your identity and initiates the login process.

Step 5: You are now logged in.

Congratulations! You have successfully logged into Tekst.
You now have access to the platform and can start exploring its features.

Step 6: Access your organization.

For a more personalized experience, proceed to access your organization. Click on your organization's name to seamlessly enter your Tekst workspace and begin collaborating with your team.

Step 7: Collaborate seamlessly.

Clicking on your organization's name grants you access to your Tekst workspace - a centralized hub for collaborative content creation. Within this space, you can easily work with team members, exchange ideas, and contribute to producing meaningful, high-impact content.

In conclusion, Tekst streamlines the login process, making it easy for users to access their workspaces quickly and begin collaborating efficiently.

This guide offers an overview of the elements you can customize on the Tekst platform - and how to do it.

Step 1: Navigate to the Tekst login page.

Open your web browser and navigate to your organization's Tekst login page (e.g., https://<yourcompany>.tekst.com).

Step 2: Go to settings

Once you logged in find and click on the option that says "Settings".

Step 3: Find and open organization.

Inside the settings menu, select the option called "Organization".

Step 4: Change the organization's name.

Locate the "Name" field and click on it. Then, enter your desired organization name.

Step 5: Save your updates.

Click on the "Save" button to save the changes you made to your organization's name.

Step 6: Upload the organization's logo.

Click on the "Choose File" button and select the file you’d like to use as your organization’s logo.

Step 7: Upload your logo.

Click the "Upload New File" button and select your new logo from your computer. 

Then, click "Save" to apply the changes to your organization's logo.

Congratulations! You’ve successfully customized your organization’s name and logo. You're now ready to explore the features and tools Tekst offers to support seamless collaboration and effective communication within your team.

This guide outlines the steps to take if you find yourself locked out or simply want to enhance your account security.

Step 1: Access the logging page.

Start by navigating to the Tekst login page. 
You can do this by navigating to your organization's Tekst login page (e.g., https://<yourcompany>.tekst.com) in your web browser.

Step 2: Enter your E-mail.

Find the "E-mail" field on the login page and click on it to begin the login process. 

Type in the email address associated with your Tekst account.  Make sure it's the one linked to the account for which you need to reset the password.

Step 3: Initiate a password reset.

Below the email field, you'll notice a handy "Forgot password?" link. 
Click on it to initiate the password reset process.

Step 4: Provide a reset email

After clicking "Forgot password?" a new window will prompt you to fill in the email address where you wish to receive the password reset instructions. Enter the desired email address and click the "Continue" button to confirm your request. 

Step 5: Check your email and confirm reset

Next, go to your email inbox and look for a password reset message from Tekst. Open the email and click the "CONFIRM" button to proceed.

Step 6: Set a new password

Return to the Tekst website and locate the "New password" field. Click on it and create a new, secure password for your account. 

Before proceeding, make sure it meets all specified security requirements:

• At least 8 characters

• At least 3 of the following:

  • Lower case letters (a-z)

  • Upper case letters (A-Z)

  • Numbers (0-9)

  • Special characters

Re-enter your new password to confirm it matches the one you just entered.

Finally, click the "Reset password" button. Congratulations! Your password has been successfully reset. 
You can now log in to your Tekst account using your new credentials.

Remember to keep your password secure and unique to ensure the safety of your account. If you encounter any issues during this process, feel free to reach out to our support team for assistance.

This guide will explain the different user roles and their access on the Tekst App. 

Tekst offers role-based access control to ensure users have the appropriate level of access and privileges based on their needs. The standard user role provides the essential permissions needed to navigate the platform and collaborate effectively within your organization.

Following are the standard roles:

Demo

Access: Demo users have restricted permissions and cannot make any changes. They are specifically designated for use within demo organizations.

Usage: Ideal for showcasing Tekst's capabilities without the ability to modify settings.

Reader

Access: Readers only have read access, and no changes can be made to settings.

Usage: This type of user is ideal for someone who just wants to see some information but does not have the ability to change anything in any way.

Contributor

Access: Contributors have read and write access. They can change the labels, rename the organization, invite other users, and add integrations. They cannot change others' roles, delete items, or access audit logs.

Usage: Contributors are individuals that are actively involved in creating an organization’s content but do not need to manage it administratively.

Admin

Access: Admins can access and modify all settings. There can be more than one Admin per organization.

Usage: Admins are suitable for individuals who need extensive access and control within the organization.

Outlook Only

Access: Outlook Only users can only log in on the Tekst Outlook App. They can view AI insights on emails - like tags, entities, and automated actions - without accessing the main Tekst web dashboard.

Usage: This role is ideal for team members who need email intelligence directly in Outlook but don't require full platform access.

Prerequisites: 

• Your organization has an active Outlook integration configured.
• AI models are deployed to provide email insights.
• Users have Microsoft 365 or Outlook accounts.

Contact Tekst for Custom Roles

If your organization needs more granular roles or specific permissions tailored to your use case, please consider contacting support@tekst.com. Our team can provide you with more details and help you establish roles that would meet your specific organizational requirements.

Now you know how to effectively scale user roles on Tekst. Just let us know if you have any questions or need further assistance, and we will be happy to help you out via support@tekst.com.

This guide goes over the steps to invite new users to your Tekst organization.

Note that you need to be an admin or contributor to invite new users.

Step 1: Navigate to "Users"

On the Tekst platform, locate and click on the "Settings" option. This is typically found in the bottom navigation menu, providing access to various configuration and account management features.

Within the "Settings" section, find and click on the "Users" tab. This area is specifically designed for managing the users associated with your Tekst workspace.

Step 2: Click on "Add users"

Locate and click on the "Add users" option. This initiates the process of sending an invitation to the individual you want to join your Tekst workspace.

You can invite up to 25 users at once by entering multiple email addresses separated by commas.

Step 3: Enter the Email and assign a role

In the "Email" field, type the email address of the person you want to invite.

Assign one of the following roles for the invited users:

• Admin has full access to the Tekst workspace, including admin settings, user management, and role changes.

• Contributor has edit access to most modules, including the ability to invite new users, but cannot access admin settings.

• Reader has read access to most modules, but cannot edit or invite users.

• Outlook Only can only log in on the Tekst Outlook App, not on the web platform. This role is only available when your organization has an Outlook integration configured.

Now, you have successfully invited a new user to join your Tekst workspace. The invited person will receive an email with instructions on how to access and join the platform.

Optional: Delete or resend invitation

If you need to resend or delete the invitation for any reason, click on the person you wish to delete or resend the invitation to. Click on the trash can in the bottom left corner to retract the invitation or on the "Resend invite" button to resend the invitation.

If you encounter any issues or have further questions, contact Tekst support for assistance.

The steps below will guide you through the process of changing a member’s role within your Tekst account. Whether you're promoting a user to a contributor or adjusting their role for specific responsibilities, Tekst offers a simple and intuitive way to manage user roles effectively.

Step 1: Navigate to "Users".

On the Tekst platform, locate and click on the "Settings" option. This is typically found in the bottom  navigation menu, providing access to various configuration and account management features.

Within the "Settings" section, find and click on the "Users" tab. This area is specifically designed for managing the users associated with your Tekst workspace.

Step 2: Change role

In the "Users" tab, you'll see a list of all the users linked to your Tekst account. Click the user whose role you want to change. In the column 'ROLE', you can switch the user role. 

Additional Tip:

Be sure to communicate any role changes clearly with your team members to ensure aligned expectations. Once you’ve selected a new role, a confirmation message will appear, confirming that the update has been successfully applied for each member.

Congratulations! You’ve successfully updated a team member’s role on Tekst.
If you have any questions or need further assistance, feel free to consult the detailed Scribe documentation or contact Tekst Support for personalized help.
Enjoy seamless collaboration within your Tekst workspace!

The filter block lets you control automation flow based on conditions. When a condition is met, the automation continues to the next step. When it's not met, the flow stops.

Use filters to route emails, apply labels, or trigger actions based on sender, content, model predictions, or other criteria.

Add a filter block

In the automation builder:

1. Hover over an existing block (like "Tekst Processing")

2. Click the + icon that appears

3. Select Conditions > Filter

Configure the filter

After adding the filter, set your condition:

1. Select a variable from the dropdown (e.g., From > Email, Subject, Priority)

2. Choose an operator (varies by data type - see below)

3. Enter the value to check against

The configured filter appears with yes/no paths:

Available operators

Operators change based on the variable type you select:

Text fields (email, subject, body, domain):

• EQUAL / NOT_EQUALS

• CONTAINS / NOT_CONTAINS

• STARTS_WITH / ENDS_WITH

• EXISTS / DOES_NOT_EXIST

Numbers (custom extracted fields):

• EQUAL / NOT_EQUALS

• GREATER_THAN / GREATER_THAN_OR_EQUALS

• LESS_THAN / LESS_THAN_OR_EQUALS

• EXISTS / DOES_NOT_EXIST

Arrays (predictions like category, tags):

• CONTAINS_ANY / NOT_CONTAINS_ANY

• IS_EMPTY / IS_NOT_EMPTY

Dates (message created, updated):

• BEFORE / AFTER

• EXISTS / DOES_NOT_EXIST

Most text operators are case-insensitive by default, so "urgent" matches "URGENT" or "Urgent".

How filters work

When an automation runs, the filter checks your condition:

• Condition met (yes): Continue to the next block on the yes path

• Condition not met (no): Stop the flow

Add another block to the yes path by hovering over the filter and clicking the + icon below the yes arrow.

Example: Label emails from a specific sender

Create a filter to check if the sender email equals support@tekst.com. On the yes path, add an "Add Labels" action to tag the email as "Important" in Outlook.

Condition examples

Filter by sender domain:

From > Domain EQUAL "tekst.com"

Check for urgent keywords:

Subject CONTAINS "urgent"

Route high-priority emails:

Priority EQUAL "HIGH"

Filter by category prediction:

Classification > Category CONTAINS_ANY "Order", "Invoice"

Check if attachment exists:

Attachments IS_NOT_EMPTY

Filter by date range:

Message Created At AFTER "2024-01-01"

Check custom extracted field:

Extraction > Customer ID EXISTS

Variables like Priority, Category, Intent, and Sentiment come from Tekst's AI model predictions on your messages.

Multiple conditions

Click + add condition in the filter block to combine multiple checks:

• AND logic: All conditions must be true (e.g., From domain = "tekst.com" AND Priority = "HIGH")

• OR logic: At least one condition must be true (e.g., Subject contains "urgent" OR Priority = "HIGH")

You can also chain multiple filter blocks sequentially for more complex routing.

Common use cases

• Route emails from specific domains to different teams

• Apply tags based on Tekst model predictions (priority, category, sentiment)

• Trigger actions only for emails containing certain keywords

• Filter by sender to automate replies or forwarding

• Check if custom fields exist before processing orders or invoices

Chain multiple filters to handle complex routing. Each filter adds another condition to check sequentially.

Next steps

Combine filters with actions like "Forward Email," "Assign to Team," or "Send Reply" to build complete automation workflows. See Create your first automation flow for a step-by-step example.

This article gives an overview of automations and how they help our customers define both simple and complex business rules. An automation consist of flows that define a set of conditions and actions. Both are explained in more detail below.

The power of automation in business communication

Automation in business communication helps streamline tasks and workflows, allowing teams to focus on complex, high-value interactions rather than repetitive administrative tasks. In Tekst, “automation” refers to a system that automatically manages and routes communication flows - such as emails and tickets - based on rules that you define, ensuring timely responses, organized inboxes, and faster resolutions.

What is an automation?

An Automation is a set of predefined actions that run without manual intervention. At its core, an automation operates based on triggers (events that activate the automation), conditions (rules that define what the automation should do) and actions (actions that define what actually needs to happen based on the condition). When triggers and conditions are met, Tekst will automatically carry out actions that you set up to manage and organize incoming messages.

For example, an automation could be set to sort and tag incoming customer support emails based on predictions and/or keywords. If the prediction “Billing” is made by the model, the automation could tag the email as “Billing” and assign it to the appropriate team.

Components of automations in Tekst

1. Triggers

A trigger is an event that starts an automation.
Triggers currently only include receiving a new email. In the future Tekst might add new triggers to start an automation. 

2. Conditions

Conditions specify the rules for the automation to work. They define the criteria that must be met for the automation to proceed. Common conditions might include predictions made by the model or include specific keywords in an email or subject or domain. An overview of all the possible conditions and their explanation can be found in the article on conditions.

3. Actions

Actions are the tasks the automation will complete when the conditions are met.
For example, an action might be to forward an email to a certain team, assign a priority level, or send an automatic reply. 

The actions that are presented to the person configuring the flow depend on the integration type that is used. Actions in a flow related to an outlook integration, will be different from Salesforce integrations, because the use cases are completely different.
We discuss the different type of actions in more detail in the designated article.

4. Apps

Apps are blocks that allow customers to define custom actions designed using TypeScript.
They enable customers to extend and personalize the automation capabilities within their workflows, giving them flexibility to tailor specific actions to fit unique business needs. By creating Apps, customers can go beyond the standard automation options, developing bespoke actions that handle more complex tasks, integrate with third-party systems or apply custom logic directly within the Tekst environment.

This article outlines all the steps required to setup your first flow.

The basic overview of flows is described in the "Discover Flows" article.

1. Create a new flow.

Go to yoursubdomain.tekst.com/automations and click "New Flow". The placement of this button depends on the view you use (grid or list view):

2. Select an inbox.

Select the required inboxes and hit "Apply". Flows can run on 1 or more inboxes but require at least one inbox to be configured. If you configure more then 1 inbox, they need to be the same type. You cannot mix Outlook and Zendesk in one flow for example. 

3. Build your first flow

You are now ready to build your flow. You can give the flow a name and a description and add more building blocks.

A possible building block is adding a label in Outlook.

This can be done by adding the condition for the email address. You can do this by hovering over the 'Tekst Processing' Block and clicking on the '+' icon:

This allows you to add new blocks. Select "Conditions" and click "Filter". In the Filter you can now add the required variable, which in this case is the email address.

You can now select the operators. In this case we want to validate whether the sender is EQUAL to support@tekst.com so that's the operator we'll use. 
The result will look like this:

The filter will result in a yes or no:

• In case of no (the email did not come from support@tekst.com) we will stop the flow.
• In case of yes (the mail did come from support@tekst.com), we can add a new block again by hovering over the circle and clicking the '+' button.

We now want to add the action "Add Labels". In this action block we can enter the label we want to add to the mail if the conditions above have been fulfilled. 
In this example we'll write 'Important'.

Congratulations, you have now built your first flow! 
The flow is now complete and looks like this:

This guide goes over the steps to set up the human approval automation step and explains its functionality.

Prerequisites

In order to include a human approval step within your automation, you need to first:

• Have the role of contributor or administrator.
• Have an automation.
• Recommended: installed the Tekst Outlook App.

Setting up the human approval step

Step 1: Select the Human Approval step

It can be found under the conditions steps.

Step 2: Fill in the variable that needs to be approved

Within the human approval settings a variable needs to be selected. This is the variable that will be shown to the end-user for approval.

Multiple variables can be selected and they can be all sorts of different types (message data, model data, a custom variable).

Step 3: Include information for the end-user

A label and a description can be added, which will be shown to the end-user who needs to approve the content of the variable. Optionally, it is possible to specify the type of variable that is used, which can be, for example, a CSV file. If set to auto, it will try to automatically detect the variable type and show it in a suitable way to the end-user.

Step 4: Specify follow-up paths

Finally, after completing setting up the human approval step, it is important to specify how the automation needs to continue when approved or rejected.

How it looks for the end-user

The automation approval step will be shown on two different places: within the messages module of Tekst itself and on the Outlook App side panel, which is the most useful option of the two, since you can view it within Outlook itself.

More info on how to install the Outlook app here.

If a CSV file is used as a variable, it is possible to edit it first before approving. The automation will then continue with the corrected CSV file.

This guide will explain the features of the Tekst Analytics overview, ensuring you can easily access and interpret the data to make informed decisions for your business. It predicts the topics, trends, and patterns emerging from your communications. 

The overview contains 3 main parts:

1. Volume insights

The volume insights offers a detailed view of the quantity of traffic over specific periods.
This allows you to monitor the number of messages sent and received, the response time, resolution time and much more.

By analyzing volume trends, you can gain insights into communication patterns, peak activity times, and shifts in focus areas. Whether you're tracking overall traffic or diving into specific topics, Volume Analytics helps you understand the scale and dynamics of your business communications, enabling more strategic decision-making.

Learn more about how Tekst provides volume insights here

2.  Topic Insights

Topic Insights gives you a deep understanding of the specific themes and topics driving your communication.

The custom model analyzes the content of your messages to identify the most prevalent subjects, emerging trends, and shifts in conversation focus. This feature helps you stay on top of what matters most to your business, allowing you to track the relevance of topics over time and respond proactively to changes in the communication landscape. With Topic Insights, you can better align your messaging with current priorities and enhance the effectiveness of your strategies.

3.  Message Feed

The Message Feed feature provides a real-time overview of your messages.

This allows you to see individual emails alongside their associated topic predictions, giving you immediate context for each communication. By viewing the Message Feed, you can quickly assess which subjects are being discussed, identify important trends, and gain a clear understanding of your email traffic's content flow. This feature streamlines the process of monitoring and managing your communications, making it easier to stay informed and responsive to the evolving needs of your business.

4. Topic Discovery

Topic discovery uses AI to analyze messages across your inboxes and automatically identify the most common topics your team handles. You can use discovered topics to bootstrap a classification model without manual setup.

Learn more about topic discovery.

This guide will discuss what metrics are offered in the volume insights section on the Tekst dashboard. 
The volume insights offers a detailed view of the quantity of traffic over specific periods.
This allows you to monitor the number of messages sent and received, the response time, resolution time and much more.

The dashboard for volume insights contains 5 main components:

1. Group/inbox filter

2. Date range

3. Toggle between conversations, messages, first response time or resolution time

4. Participants

5. Messages

1. Group/Inbox Filter

This filter allows you to filter the metrics on inboxes and/or groups. 
Groups are a list of inboxes that can be created in the 'Inbox' section. By selecting a group, all the metrics will change to those that correspond with the data from that specific group.

The horizontal scroll bar contains all the groups that have been created and that are accessible by the user. 

Besides a group, you can also select 1 or more individual inboxes by opening the dropdown menu under "All". Select the inboxes you want to capture and click "Apply".

The default view of the dashboard displays data from all inboxes over a two-week period. 
You can change the default group by clicking on the desired group.

2. Date Range

Setting the date range allows you to view insights for a specific time period. You can choose from the following options:

• 1 Week (7 days)
• 2 Weeks
• Month
• Quarter
• Year
• Custom

The custom option allows you to select two dates to define a specific time frame. In the example below, the selection will return insights from July 1, 2024, 00:00 to August 27, 2024, 23:59.

3. Conversations, messages, first response time and resolution time

3.1 Conversations

The dashboard displays the number of conversations that are received for the inboxes you have selected. A conversation can include multiple messages and is equivalent to a case in Zendesk or Salesforce, or a mail thread in Outlook.

By hovering over the chart, you can view the exact number of conversations, along with the value of the previous period.

3.2 Messages

The 'Message' tab gives the user an overview of the number of messages. A conversation can contain one or more messages. Customers can use this metric as an indicator as to how much time an agent has to spend (x amount of minutes per message) to solve a case. 
The higher the messages/conversations ratio is, the more messages an agent has to manage to solve a single case.

3.3 First response time

The first response time indicates how long it takes on average for an agent to respond to a new conversation.

When selecting the First Response Time (FRT), you can set the FRT target to be 1h, 6h, 12h, 24h, or 72h. This target will give you visibility on how many messages have been responded to within the target. As with conversations and messages, you can filter data for this metric on group level and on personal inbox level through the group/inbox filter as described in the first chapter of this article.

When reviewing the first response time, the right metric will change to 'Responded Rate' and 'Response Time'.

'Responded rate' is the number of messages that have been responded to for the chosen time range. 
Hovering over the bar will reveal the absolute numbers.

'Response Time' gives an overview in percentage and absolute numbers. 
Changing the FRT target will correspond with the numbers in the graph. 

3.4 Resolution Time

Resolution time is the time it takes for an agent to resolve the case. 
This information is not available for every type of integration. Currently, Tekst provides resolution times for these integrations:

• Zendesk
• Salesforce
• HubSpot

You can change the filter on the resolution time similar to the first response time to reflect the SLA's that you would like to review (1h, 6h, 12h, 24h, or 72h).

Rather then a 'Responded Rate' as displayed when reviewing the first response time, we can now review the 'Resolved Rate'. 
This gives the user an overview of the amount of tickets that have been resolved for the chosen time period.

4. Participants

The bar chart on the right, labeled "Participants," displays the number of people involved in each conversation. This provides insight into how many individuals are impacted by incoming messages.

A participant is counted when a unique user or email address appears in the "to," "from," "cc," or "bcc" fields of a message.

In the example below, 62% of conversations have 2 participants, meaning one person is sending a message to another person (or a shared account).

Generally, a higher number of participants may indicate that resolving the request requires involvement from multiple people, which could suggest inefficiencies and longer resolution times.

5. Messages

Below the 'Participants' chart we find the bar chart that gives an overview of the number of messages. Tekst works with conversations and messages. The messages bar chart gives an overview of the number of messages that are part of a conversation. If a conversation holds 2 conversations, this means that the agent was able to solve and close the ticket with just one response. This metric is a good way of knowing the number of times an agent has to work on a given ticket.

Audit logs give you a detailed record of every significant action taken within your organisation. They help you monitor user activity, investigate security incidents, and maintain compliance by showing who did what, when, and from where.

Prerequisites

• You must have the Admin role to access audit logs.

Access audit logs

On the Tekst platform, click Settings in the bottom navigation menu. Then select the Audit Logs tab to open the audit log overview.

You will see a paginated table showing the most recent audit events, with the newest entries displayed first.

Understanding the audit log table

The audit log table displays four columns:

• Actor - The name of the user who performed the action, along with their IP address.
• Action - The specific action that was performed (for example, user_create or flow_publish).
• Type - The type of resource that was affected (for example, user, flow, or integration).
• Date and time - The exact date and time the action occurred.

The table shows 10 entries per page. Use the pagination controls at the bottom of the table to navigate between pages. You can also change the number of entries per page by selecting 10, 25, 50, or 100 from the page size dropdown.

Filter audit logs

You can narrow down the audit log results using two filters located above the table. Filtered views are reflected in the URL, so you can bookmark or share a specific filtered view.

Filter by date range

Click the date filter button (calendar icon) to open the date range picker. Select a start date and end date to view events within that period. You can optionally set a specific time for more precise filtering. Click Apply to update the results, or Clear to remove the date filter.

Filter by action type

Click the action filter button to open a searchable dropdown of all available action types. Type to search for a specific action, then select it to filter the table. Only one action type can be selected at a time. To remove the filter, select All Actions.

View audit log details

Click any row in the table to open a detail panel on the right side of the screen. The detail panel contains two tabs:

Details tab

• Actor - The name, user ID, and IP address of the person who performed the action.
• Action - The action name and CRUD operation type (created, read, updated, or deleted).
• Target - The type, name, and ID of the resource that was affected.
• Date and time - Both the event creation time and the server insertion time.
• Status - If the action was performed anonymously or if it failed, a status badge is displayed.
• Description - A human-readable summary of what happened.

Raw JSON tab

This tab displays the complete audit log entry as raw JSON data, useful for technical investigation or when sharing details with your development team.

Tracked events

Tekst tracks a wide range of events across your organisation. For a complete list of every event type that appears in audit logs, see the "Audit log events reference" article.

If you have any questions or need help investigating a specific event, don't hesitate to contact our support team - we're here to help.

This article lists every event type that Tekst records in the audit logs. Use this as a reference to understand what each action means when reviewing your audit log history. To learn how to access and filter audit logs in the Settings UI, see the "View audit logs" article.

Organisation

User

Integration

Flow

Model

Tag

App

Invite

Account

Process mining

API key

Auth method

The IP firewall restricts access to your Tekst project so that only users connecting from approved IP addresses can log in. When enabled, any request from an IP address that is not on the allow list is blocked. Use this feature to limit access to your office networks, VPNs, or other trusted locations.

Prerequisites

• A Tekst account with an Admin or Contributor role. Users with the Reader or Sales role cannot manage the IP firewall.

Enable the IP firewall

Step 1: Open the IP firewall settings

Go to Settings > Security. In the IP Firewall card, click Edit to open the IP allow list settings dialog.

Step 2: Add your IP addresses

Before enabling the firewall, add every IP address or range that should be allowed to access your project. In the dialog you will see a form with two fields:

• IP Address - enter a single IPv4 address (for example 203.0.113.10), a CIDR range (for example 203.0.113.0/24), or an IP range (for example 203.0.113.1-203.0.113.50).
• Description - enter a short label for the entry, such as "Amsterdam office" or "Company VPN". The description is required and can be up to 100 characters.

Click Add to add the entry to the list. Repeat this step for every network that needs access.

Your current IP address is detected automatically and shown with a Current badge in the table. You cannot remove your own IP address, which prevents you from accidentally locking yourself out.

Step 3: Enable the firewall

Toggle the Enable switch at the top of the dialog. A warning will appear reminding you that users connecting from IPs that are not on the list will be blocked.

Step 4: Save your changes

Click Save to apply the new settings. Once saved, the IP firewall is active and only the listed IP addresses can access the project.

Manage the allow list

To make changes after initial setup, go to Settings > Security, click Edit on the IP Firewall card, and update the list:

• Add an entry - fill in the IP address and description fields and click Add.
• Remove an entry - click the delete button next to the entry you want to remove. You cannot delete the entry that matches your current IP address.

Remember to click Save after making changes. If you close the dialog without saving, Tekst will warn you about unsaved changes.

Disable the IP firewall

Open the IP allow list settings dialog and toggle the Enable switch off. Your saved IP entries are preserved and will be applied again if you re-enable the firewall later.

Supported IP formats

The IP firewall accepts three formats:

Troubleshooting

If a user is blocked by the IP firewall, they will see an error message stating that their IP address is not in the allowed list. To resolve this:

1. Ask the user for their public IP address.
2. Go to Settings > Security > IP Firewall > Edit.
3. Add the IP address or a range that includes it.
4. Click Save.

If you have locked yourself out and cannot access the platform, contact Tekst support for assistance.

Tekst outbound IP addresses

If you need to allow traffic from Tekst to reach your own services (for example, webhook endpoints or custom step URLs), see Troubleshoot Firewall for a list of Tekst's fixed outbound IP addresses.

This guide will explain the different security settings and how to configure them in the Tekst App to ensure your sensitive information remains protected.

On the Tekst platform, locate and click on the "Settings" option. This is typically found in the bottom navigation menu, providing access to various configuration and account management features. Within the "Settings" section, find and click on the "Security" tab.

Compliance Settings

Messages can be viewed

When enabled, messages become visible on the Analytics page. This allows users to view sample messages related to specific (sub)topics. When disabled, no message content will be shown.

Compliance banner

The compliance banner serves as a warning to users that personally identifiable information (PII) may be visible. It encourages responsible handling of such data.

You can choose when the banner should appear: "Always", "First time only", or "Never" when viewing message data.

PII warning

When enabled, a PII warning is shown when inputting possible sensitive information.

Data can be exported

Enabling this option allows administrators to export analytics data. When active, an export field appears, providing access to a downloadable CSV file containing the relevant data. When disabled, no export can be made.

Authentication Settings

Automatic logout after time

Configure the automatic logout after a specified amount of time by clicking on the relevant bar. This adds an extra layer of security, automatically logging out the user after a set number of minutes. Adjust the number field to select the desired time in minutes according to your company needs.

Automatic logout after inactivity

Similarly, click on the bar next to this setting to automatically log out the user after a defined period of inactivity. Adjust the number field to select the desired time in minutes according to your company preferences.

Enforce multi factor authentication

This setting requires every user in the organization to enable a two factor authentication method. For a step-by-step setup guide, see Enabling Multi-Factor Authentication (MFA).

Default user role

All changes are automatically saved.

IP Firewall

The IP firewall restricts access to your project so that only users connecting from approved IP addresses can log in. When enabled, any request from an IP address that is not on the allow list is blocked.

For a detailed guide on enabling the firewall, managing the allow list, and supported IP formats, see Set up the IP firewall.

If you have any questions or run into any issues along the way, don't hesitate to contact our support team - we're here to help you get the most out of our secure platform.

This guide will go through the process of enabling MFA on your account.

Multi-Factor Authentication (MFA) adds an extra layer of protection to your account, ensuring that only you can access it, even if your password is compromised. 

Step 1: Navigate to "Account"

In the "Settings" page, go to the "Account" tab. This will take you to the section where you can manage various account settings, including the Multi-Factor Authentication setup.

Step 2: Enable MFA

Under the Authentication Settings, you can find the option to enable Multi-Factor Authentication. 

Step 3: Verification and confirmation.

Once you've completed the setup, you may be asked to verify your identity to ensure the Multi-Factor Authentication is functioning correctly.

For administrators: monitoring MFA status.

If you are an administrator, you have the capability to monitor the MFA status of members in your team. Simply navigate to the admin dashboard or designated admin section, where you'll find a list of team members and their respective MFA status.

If you ever need to make changes to your MFA settings or encounter any issues during the setup process, our support team is here to assist you.

This guide outlines how to authenticate users using Single Sign-On (SSO) instead of password authentication.

Prerequisites

Users who were added with password authentication will retain the ability to log in with their password even after SSO is enabled. Both authentication methods will work unless you disable password authentication organization-wide.

Make sure you have:

• Admin access to your identity provider (Azure AD, Google, Okta, etc.)
• Admin permissions in Tekst
• Communication plan to inform users about the change

Step 1: Enable SSO for your organization

First, set up SSO authentication for your organization so users can log in with their work credentials:

1. Navigate to Settings → SSO in your Tekst dashboard
2. Click Create new SSO
3. Select your identity provider and follow the setup guide:
   • Using Azure AD for SSO with Tekst
   • Using Google for SSO with Tekst
   • Using Okta for SSO with Tekst
4. Complete the configuration and enable the SSO method

Once SSO is enabled, all users in your organization will see the SSO login option on the Tekst login page, even if they were originally added with password authentication.

Step 2: Communicate the change to users

Since Tekst doesn't automatically force users to switch authentication methods, you need to inform your team:

1. Send an email to all users explaining that SSO is now available
2. Provide clear instructions on how to log in with SSO:
   • Go to your organization's Tekst login page (e.g., https://<yourcompany>.tekst.com)
   • Enter their work email address
   • Click the SSO option (e.g., "Continue with Microsoft", "Continue with Google")
   • Complete authentication through their identity provider
3. Let users know that their existing password will still work if they prefer

Create a short video or screenshot guide showing the new SSO login process. This helps users understand exactly what changed and reduces support requests.

Step 3: Verify users are using SSO

After enabling SSO, you can check which authentication methods your users are using:

1. Navigate to Settings → Users
2. Review the Authentication column in the members table
3. Look for badges showing:
   • "UPA" means the user is still using password authentication
   • Provider names like "google", "microsoft", or "okta" indicate SSO usage

When a user logs in with SSO for the first time, their authentication methods are automatically updated to include the SSO provider. You'll see this reflected in the Authentication column.

Troubleshooting

Limitations

• Admins cannot manually change a user's authentication method - it updates automatically when the user logs in
• Users added before SSO was enabled will retain password authentication unless they log in with SSO
• There is no bulk migration tool to force all users to SSO
• Both password and SSO authentication can coexist unless password authentication is explicitly disabled

Getting help

If you encounter issues switching users to SSO, collect the following information before contacting support:

• The email address of affected users
• The identity provider you're using (Azure AD, Google, Okta, etc.)
• Screenshots of any error messages
• Whether the SSO configuration was recently changed
• Confirmation that SSO is enabled in Settings → SSO