OAuth, specifically OAuth 2.0 is the industry standard for authentication across multiple platforms. Popular platforms such as Google, Facebook, and LinkedIn support sign in through OAuth. OpenWater supports these three providers out of the box. In addition, many IT departments have implemented OAuth as their protocol of choice for third party systems. We can work with your implementation of OAuth.
OAuth is used by a lot of places and systems, here is a small list of compatible providers:
GrowthZone
Member Clicks
Microsoft 365 / Microsoft Dynamics
Neon AMS / Neon CRM
Novi AMS
Personify
Wild Apricot
YourMembership
CiviCRM (Drupal / WordPress)
Auth0
Okta
Get Started with Integrations Hub
Add a new Single Sign On connector for Basic OAuth
You will have to give your IT provider a redirect URL, this is the Process Url
In return your IT admin should give you the following:
Login Url (Auth Url)
Client ID
Client Secret
Token Url Endpoint
User Info / Profile Url Endpoint
Scope(s)
Give the connector name, then paste in the Login Url (Auth Url) into the Login Url. Then click on Credentials and add new credential. Paste in the Client ID, Client Secret, Token Endpoint and User Info Endpoint. Finally click to add a scope.
Alternate approach: It is also possible to use an admin token link instead of the above password information. If choosing to use the admin token link, ask the client to have a team member who is a salesforce admin login to salesforce and open that link in a new tab. Once they do they'll get a message when they open it that says "done". After the admin activates the link click Publish.
Press Save
Toggle to Field Mapping and click on the No Fields have been provided yet, hyperlink
If all worked well you'll see a message like this
Refresh the integrations hub page, and now proceed to map the fields.
Click the gray area to configure that field.
Click on any of the matched texts to map the field, then press Save
Press Save
Press Publish
Now head back to Settings, and Copy the Begin Url
Then head to OpenWater and update the Login Configuration. Set it to Json Web Token and paste in the Begin Url to the Login Url, and enter the shared secret set in step 1.
Great, you can now save this and load up your site in an incognito window, then test out your login.