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

Procedure

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.

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