Agen.co enables organizations to securely expose enterprise context to internal agents, copilots, and AI workflows through an identity-aware control layer that governs access, reduces risk, and centralizes oversight.
A low-code CIAM platform for managing customer identity as you scale.
Empower your workforce with secure agents
For B2B SaaS, customer identity and access management (CIAM) is not just a way to add a login screen. It supports the work that starts when a company becomes a customer: creating its account, admitting its people, connecting its identity provider, changing their access, and letting them administer their own workspace. These seven use cases are organized by the job a customer needs to complete and the result your team should verify.
This is a use-case guide, not a vendor ranking. For the underlying identity model, read the CIAM architecture guide. If you are choosing a platform, use the separate CIAM solutions comparison.
When it matters: A new company has signed up or signed a contract, but its people cannot yet use the product.
The workflow includes creating an account, connecting it to the right application or environment, admitting an initial administrator, and making the first login work. “Account created” is not the same as “customer ready”: an empty account with no usable invitation or admin path is still blocked. Frontegg documents account creation and management; your application still owns its customer records and resource-to-account mapping.
Done when: A new administrator can accept an invitation, sign in to the intended account, and perform only the initial tasks you designed for that role. A wrong-account invitation cannot attach that person to another customer’s workspace. Record which steps are self-serve and which require your team.
When it matters: A consultant, partner, or group administrator works across multiple customer organizations.
The same identity can have different memberships and roles in different accounts. Account switching therefore has to establish an active context for the next operation; belonging to two accounts must not turn their permissions into one global role. Frontegg’s JWT claims documentation describes tenantId and tenant-scoped role and permission template values. Verify the claim template and integration used in your deployment rather than assuming every token is identical.
tenantId
Done when: An operator who belongs to two accounts can switch between them and see the correct active context. An operation intended for Account A cannot use a role held only in Account B. Your backend must also check that each requested resource belongs to the active account; a valid token alone does not establish resource ownership.
When it matters: One customer requires a stronger sign-in policy than another, or an enterprise contract specifies how its users must authenticate.
The useful distinction is between login methods available to the SaaS application and the settings an individual customer account is permitted to use. A customer may need to require its SSO connection or MFA without changing every other customer’s experience. Available controls, administrator permissions, and self-service surfaces depend on the enabled configuration. Frontegg’s organization-space module documentation describes the relevant account-facing controls. Describe only the controls enabled for your deployment.
Done when: A test customer can apply the intended policy through an authorized path, a lower-privilege user cannot relax it, and another customer remains unaffected. Test a new login and a policy-change scenario separately; do not infer how already-issued sessions behave from the new-login result.
When it matters: Customer employees need to sign in through their own SAML or OIDC provider.
Each enterprise account needs a connection and onboarding path that works for that customer’s IdP. A successful SSO demonstration with one account does not prove account discovery, configuration ownership, or troubleshooting will work for the next. SSO handles authentication; it does not automatically provision a complete user lifecycle or grant access to an application resource. Frontegg’s SSO overview describes tenant connections and the self-service route where the relevant module is enabled.
Done when: Two test customers can configure distinct IdPs and reach their intended accounts after login. The team knows who can change a connection, how account discovery is resolved, and who handles a failed or misrouted sign-in. Verify that the chosen plan and enabled portal module support any promised customer self-service.
When it matters: A customer’s joiners, movers, and leavers are managed in its directory, not by your support team.
SCIM provisioning can synchronize users and groups for a customer account. It is a different workflow from SSO: being able to authenticate does not prove that group updates or removal reached the correct membership. Frontegg’s SCIM management documentation also distinguishes dashboard deletion options from API deletion behavior for a provisioning connection; the cleanup result should be observed, not assumed.
Done when: Provisioning, group changes, and removal affect the intended customer account without changing unrelated memberships. Observe a fresh sign-in, an already-open session, refresh, and application API access separately. Do not claim that membership removal immediately invalidates an already-issued access token without a tested result and product guarantee. Assign an owner to reconcile directory and application state when they disagree.
When it matters: Enterprise customers expect to invite colleagues, manage access, or configure enabled identity features without filing a vendor support ticket.
Delegated administration is an operating workflow, not merely another end-user role. Decide which tasks a customer administrator may perform, which module exposes them, and where vendor or application operators must still intervene. Frontegg’s organization-space modules cover user management, SSO, provisioning, and other surfaces, subject to module enablement and permissions. The documentation notes that an invite-link recipient receives the roles of the link creator; review that behavior before using links in a lower-privilege onboarding path.
Done when: An account administrator can complete the promised tasks inside that account, while a lower-privilege user and an administrator from another account cannot. Check the privileges assigned by each invitation method, not just whether the invited user can log in.
When it matters: Customers share one SaaS application, but their projects, invoices, reports, and exports must stay within their authorized scope.
The identity system can supply authenticated user and account context. Your application knows which resources belong to which account and must enforce that boundary for reads and writes. A check on a single object is insufficient if a list, count, facet, export, or pagination cursor still reveals another customer’s data. The authorization architecture guide covers decision placement and safe collection-access patterns.
Done when: With Account A active, requests for Account B’s object, list entries, totals, search facets, exports, and cursor metadata reveal nothing unauthorized. An A-owned object must also be denied when the active role lacks the requested action. The implementation may use scoped queries, authorized-ID enumeration, or another reviewed pattern; the required outcome is the boundary, not one prescribed database technique.
Pick the workflow that currently blocks a customer or creates the most risk. A self-serve product may start with onboarding and invitation. Enterprise deals may hinge on customer-managed SSO or provisioning. A product serving multiple organizations should test account switching and data isolation early. For each selected workflow, write down what the identity platform supplies, what your application enforces, and what the customer administrator controls. Then test the negative path as well as the successful one.
If you are replacing an existing identity stack, plan the cutover as a separate project: importing users does not, by itself, move sessions, account mappings, or enterprise SSO configurations. Use the staged CIAM migration guide for that workstream. To evaluate products against the use cases above, continue to the B2B SaaS CIAM comparison; for Frontegg’s product route, see Frontegg CIAM and the linked developer documentation.
