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Single Sign-On (SSO) overview

Pair an existing Apple, Google, Microsoft, or Procore account with your GoFormz profile to streamline the user log-in process.

Single Sign-On (or SSO) gives a streamlined log-in process using an existing third-party user account. GoFormz offers SSO options using an existing Apple, Google, Microsoft, or Procore account.

When SSO is configured, GoFormz users can sign up and log in using the available SSO options.

Sign up for SSO

If you're an account Admin, then you'll determine the available SSO options for your users. Users can then access their profiles using the available options.

Provide Single Sign-On options to users as an Admin

Admins manage the SSO options available to their users in Settings next to the Authentication Providers option.

As an Admin you can give users with access to their profiles using their existing accounts including:

  • Apple,

  • Google,

  • Microsoft,

  • Procore,

  • Or their existing GoFormz credentials.

Note: GoFormz requires that users have access to at least one sign-on option.

If you want to limit your users to one specific provider deselect all providers except your preferred provider.

If you're an existing GoFormz user, your SSO options are set by your Admin. To use an available SSO method your GoFormz profile email must match the account email for your preferred SSO method.

Manage SSO options in the Settings menu.

New Users can create their profile using the available SSO options.

Log in to GoFormz via SSO

When you navigate to the GoFormz app, you'll see the available SSO options. Click your preferred SSO.

Note: GoFormz will provide an error message if your selected SSO is unavailable. If your selected SSO is unavailable, connect to GoFormz using a different SSO provider.

Resetting Passwords for SSO Accounts

If your GoFormz account is configured for SSO, you cannot reset your password directly through GoFormz. Instead, you must use your identity provider’s password reset process. Follow these steps:

  1. Check the email address associated with your SSO login for a password reset message from your identity provider.

  2. Open the email and follow the link or instructions provided to reset your password. This process ensures that your password is updated securely through your identity provider.

Troubleshooting SSO Login Issues

If you are able to log in using SSO but encounter issues when trying to use your regular email and password, the problem may be related to cached or autofilled credentials. To resolve this:

  1. Clear your browser’s cache and cookies. Refer to a comprehensive guide for clearing cache and cookies in your specific browser (e.g., Chrome, Firefox, Edge, Safari).

  2. Manually enter your username and password instead of relying on saved or autofilled credentials.

  3. Retry logging in after completing these steps. Clearing cached data often resolves login issues caused by outdated or incorrect credentials.

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