Using Windows Authentication in Evolve Plus

This article applies to the following scenario:

  • You use Active Directory Domain Services to log into Windows
  • You would like to use Windows Authentication to log into Evolve PLUS ONLY. 
  • Evolve version 3.9 or higher


To utilise Windows Authentication within Evolve, you will need the following:

  • Active Directory Domain Services to be set up for the firm
  • A User Principal Name (UPN) needs to be to be assigned to all users

Once the Above requirements are met, you can map a UPN to a PracticeEvolve user by going to "Management > Users and Groups" and selecting a user to be logged in with Windows Authentication.

In the User card, untick the "Internal Authentication" checkbox, tick the "Windows Authentication" checkbox and enter the user's UPN:

After clicking OK, the user will be able to authenticate by clicking on the "Login with my Windows Account" option the next time they run the Evolve software.

Have more questions? Submit a request


Please sign in to leave a comment.
Powered by Zendesk