Overview
Single sign-on (SSO) is an authentication method that enables your employees to securely log in to multiple applications, including Forma, by using just one set of credentials.
Pre-built integrations
Forma has established pre-built app integrations with some of the most popular SSO providers:
- Okta
- OneLogin
Custom integrations
If your company uses a provider not listed above or you use an in-house SSO solution, you can manually configure Forma using the instructions below.
- Log in to Forma Admin
- Select “Settings” on the left side menu, then select “Advanced” at the top of the screen.
- Scroll to the bottom of the page to retrieve the Consumer URL, App ID, and Metadata URL. There is also an option to download the metadata as well.
- Select the “New SSO Configuration” button to begin the setup of your SSO configuration.
- Once all data is entered, select “Save” to complete the configuration.
How do I test the SSO connection once it's configured?
If you'd like to test the SSO connection before go-live, work with your Forma team to set up testing.
If you're testing the SSO connection on or after go-live, navigate to https://client.joinforma.com/welcome/member-onboarding > click "sign in" > enter your work email.