A prerequisite to this article is to first understand what single sign on (SSO) is.
To enable single sign on, click System Settings in the left side navigation and then click Login Configuration.
Click Use 3rd Party Corporate Authentication and then select the CRM that you work with.
Different fields will appear for each CRM depending on which credentials are required. Enter the proper credentials for your CRM.
Different Options for Canned Integrations
Some of our canned integrations have additional options available.
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Allow Both External Users and New Users
This means that OpenWater will still allow users to create new accounts in OpenWater that are not in your membership system. The first option will not create new users in your system if they create OpenWater accounts. The second option will make a best effort to create a new account, but it is not guaranteed.
How the login works in this scenario -- When a user logs in, OpenWater will first check to see if the email address exists in your database. If it does, it will try to authenticate. If the email does not exist in your database, it will check against the locally created OpenWater accounts and try to login there.
Restrict Access to Only External Users
This will not allow users to create accounts in OpenWater. Users will have to create accounts on your own membership database in order to login.