Instance Login Method 

Administrators can enforce a standardized login method (such as SSO) for all users of the FormAssembly Instance or allow logins to be managed by user-level login preferences. 

To adjust the login method for all users:

1. Locate the Instance Login Method section, on the Security page in the Admin Dashboard.
2. Select a login method from the following dropdown options:
   • Manage via user’s settings: The login method set at the user account level will be used.
   • FormAssembly: The standard FormAssembly account login method uses your FormAssembly username and password.
   • LDAP: Uses your LDAP (or Active) Directory as the login method.
     • To configure LDAP for your instance, please open a case with FormAssembly Support and refer to our LDAP authentication article.
   • SAML: Uses your configured SAML identity provider as the login method.
     • To configure SAML for your instance, refer to our SAML authentication article.
3. Select whether to allow administrators to override the login method. 
   • Allowing an administrator to override the login method would enable an admin to quickly recover the instance in the case of an identity provider outage.
4. Click Save at the top of the page to save your settings.

To adjust the login method for a specific user:

1. Navigate to User Management | All Users and select Edit User.
2. Select a login method from the User Login Method dropdown on the General tab. Choose from the following options:
   • FormAssembly: The standard FormAssembly account login method uses your FormAssembly username and password.
   • SAML: Uses your configured SAML identity provider as the login method.
     • To configure SAML for your instance, refer to our SAML authentication article.
   • LDAP: Uses your LDAP (or Active) Directory as the login method.
     • To configure LDAP for your instance, please open a case with FormAssembly Support and refer to our LDAP authentication article.
3. Click Save User at the top of the page to finalize.