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Log into Perspective On Premise (Version 5.1 or Later)

Before starting the login process for Perspective, confirm you have the following:

  • Microsoft Edge
  • .NET Framework 4.8 installed; and
  • Your Perspective business ID.
  1. Ensure ClickOnce Support has been enabled in Edge.  For more information see Launch Perspective in the New Microsoft Edge  

  2. Navigate to your Perspective Services URL, which will be similar to https://<servername>/PerspectiveServices (replacing <servername> in the URL with the Perspective Web server installed with Perspective).

  3. Click the Perspective icon.

  4. If launching Perspective for the first time:

    1. Click Run in the Security Warning window.

    2. Click the Specify Server tab, if it's not already open.

    3. If needed, enter the Perspective Services URL (e.g. https://<servername>/PerspectiveServices) in the Service Folder field.

    4. If your business ID is different from default, enter it in the Business ID field.

    5. Select the database from the Database Name dropdown menu.

    6. Click Back to return to the previous screen.

  5. Enter your login credentials

    Note: If your system uses Windows authentication, the login will be performed automatically. To switch back to the standard Perspective login, press the F5 key on your keyboard.

    1. If you're not logging in using single sign-on (SSO) authentication:

      1. Enter your user name and password in the User Name and Password fields.

      2. Select the Remember Me checkbox if you want Perspective to remember your user name.

      3. Click Login.

    2. If you're logging in using single sign-on (SSO) authentication:

      1. Click Login.

      2. Enter your username, password, and any other information required by your SSO provider to complete the login process. The SSO settings, including the amount of time your session remains active, are determined by the SSO provider selected by your Perspective administrator.

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