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Accessing the Platform

Logging Into Canopy​

  1. Sign In at rhizo-tech.org and request your Canopy environment.
    • When your Canopy environment has been created, you will receive a link in a welcome email.
    • The link to your Canopy environment will also be available on your Rhizo Account page.
  2. Click your Canopy link to access your login page.
  3. Create a username and use the one-time code from your welcome email to sign into Canopy for the first time.
  4. Follow the prompts to change your Canopy password.

How to Create and Send a User Invitation​

tip

Administrators can invite users from the administration panel (see Users & Roles).

  1. Access the Administration Panel.
  2. Click the Create user button (top right). Sending an invitation email is just one option on the dialog - the primary action is creating the account.
  3. Fill in the form:
    • Display Name (required): The user's full name
    • Email (required): The email address they will use to log in
    • Password (optional): If left blank and SSO is disabled, the user receives an email with a password setup link. If SSO is enabled, the user can sign in via their SSO provider without a password
    • Role: Select the role to assign (Admin, Member, Viewer, or any custom role)
    • Send invitation email: Check this to send an email notification to the user with login instructions
  4. Click Create user to create the account.

Users can be bulk imported from spreadsheet upload, and user accounts can be edited as required by the administrator.

Every time a user accesses Canopy, a login screen is displayed.

You can choose to use email and password or social SSO (single sign-on), with enterprise solutions and further support available on request.

Steps to log in to your Canopy account:

  1. Open your web browser and navigate to the Rhizo Tech website.
  2. Click the Sign In button in the top right corner.
  3. Sign in using your credentials of choice - either a specific email and password, or using a social account for SSO.
  4. Click the My Account button in the top right corner.

Logging In with SSO (Single Sign-On)​

If your organisation has enterprise SSO, as the administrator you can choose to allow SSO login for your team.

With SSO configured, a Sign in with [Provider] button appears on the login page below the password form. The button label shows the configured provider name (e.g., "Sign in with Microsoft", "Sign in with Okta", "Sign in with SSO", etc.).

Steps for users to log in with SSO:

  1. Open your web browser and navigate to your Canopy instance.
  2. Click the Sign in with [Provider] button.
  3. You will be redirected to your identity provider's login page (e.g., Microsoft Entra ID, Google Workspace, Okta, or your organisation's OIDC provider).
  4. Authenticate with your corporate credentials.
  5. After successful authentication, you are redirected back to Canopy and logged in automatically.

Notes:

  • If an administrator invites a user by email, the user's SSO login will be linked to that account and the user will inherit the pre-assigned role.
  • If a user's account does not yet exist in Canopy, it will be created automatically on first SSO login or matched to a pre-created invitation.
  • SSO users can still have a local password set as a fallback, if configured by the administrator.

Changing Language​

The platform supports nine languages. To change the language:

  1. Click on your profile icon (top right corner)
  2. Select Language
  3. Choose the desired language:
    • English
    • Español
    • Français
    • Deutsch
    • Italiano
    • Português
    • 中文 (Chinese)
    • Русский (Russian)
    • Dansk