Authenticating different roles against separate data sources

This article explains how to configure role-based authentication against a third-party database in Finalsite, including using Role Settings in the ISM and temporarily disabling remote authentication.

đź’ˇQuick answers

  • Where do you set which roles authenticate against a third-party database? In the ISM's Authentication tab, using the Role Settings button to designate which constituent roles use the integrated system versus Finalsite's own authentication.
  • Can remote authentication be temporarily disabled for a role? Yes; click the green check mark next to a role's authentication to turn it into a gray X, which temporarily disables the remote check.
  • What happens to logins when remote authentication is disabled? Users are checked against passwords stored in Finalsite instead of the external database while remote authentication for that role is disabled.
  • Does Finalsite track who disabled a role's remote authentication? Yes; the system displays which user last toggled the authentication setting for a role.
  • What authentication is used for roles not assigned to a remote system? Any role not specifically assigned to a remote system authenticates against Finalsite by default.

If your website uses a third-party database (such as Senior Systems, Veracross, etc.), you can set whether or not members of a particular role are authenticated against passwords saved in that integrated database, or against passwords saved in Finalsite.

You can go to the “Authentication” tab in the ISM and use the “Role Settings” button there to designate which constituent roles should use the integrated authentication system, and which should use Finalsite's own authentication.

You can temporarily disable the authentication in the event the remote system becomes unavailable. Click on the green check mark next to a role authentication to deactivate it temporarily - the green check mark will turn to a gray 'X'. (The system will display which user last toggled the role authentication.)



Remote authentications that are disabled will check user passwords against the records stored in Finalsite instead of against those in the specified database. Additionally, any roles not specifically assigned to use a remote system will authenticate to Finalsite by default.

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