How to Configure User Login Settings in Intapp (User Set‑Up Options)

Overview

Administrators can configure how users log into Intapp using a set of options within the User profile. These settings determine whether a user can log in, whether single sign‑on (Windows Login) is used, and whether the user account is active.

🧩 User Login Configuration Options Explained

1. Windows Login

Windows Login Ticked

• Enables single sign‑on (SSO).
• User logs in automatically with no username/password prompt.

Windows Login Unticked

• User must enter a username and password to log in.

2. Active User

• Must be set to Active = Yes for the user to be able to log in.
• Accounts are activated or deactivated using the control in the top‑right of the profile.
• Inactive accounts (Active = No) are often retained for staff who have left the organisation, ensuring their user ID remains available in historical records (e.g., BTK/OTK).

3. Can Login

Can Login Ticked

• User will be able to log in, provided the account is also Active.

Can Login Unticked

• User cannot log in, even if the account is Active.

📝 Key Notes

• All three settings work together to determine a user’s ability to log in.
• A user must have:
  • Active = Yes, and
  • Can Login = Ticked
    to successfully gain access.
• Windows Login determines whether credentials are required at login time.