SSO AutoLogin allows users to automatically login with the same credentials as their app credentials. 


Requirements:

  • OAuth (SSO) login to app must be set up prior to setting up this feature

  • sso/html media types are only supported as an import (cannot create this media type manually in the CMS)

  • The URL must be secure: only https links are supported in the app 



Setup:

  1. Contact your internal IT specialist and ensure that cookies persist for the login URLs being utilized in the app.  

  2. In the CMS, do the following:

    • Go to the Media tab

    • Add a data source by choosing the + next to Data Sources

    • Source > CSV URL / CSV Upload
    • Type > Full Data (Default)
    • Name > CONFID_SSOHTML
    • URL > Add URL for CSV or Upload CSV directly
    • Click Next
    • In the Field Map tab, map your field correctly with the following required file headers:
      • Media ID
      • Title
      • Type: in this case - type would need to be sso/html all lower case)
      • URL/URN: secure URL to site where users need to be auto-logged in 
    • Click Import
    • Review Results Page
      • If errors are displayed, review and contact your CRM with any questions


Device Browser Support:

  • Android: Chrome

  • iOS: Safari

  • Webapp/Planner: Chrome 10+

 Important: Must clear browsing data on your browser if logging out as one user and logging back in as another


In-App Use:

  1. To connect from Home screen: create and upload a banner, then connect using the Action Builder
    • Select Action
    • Individual Item
    • Media
    • Search your Title
    • Click Save
  2. To connect from an Agenda Item, add ID to the Media column of your Agenda CSV 
    • To review Data Specifications documentation, go to the CMS and choose Support > Working with Data > and download the Data Specifications PDF
  3. If user is already logged in to the app, the user will be auto-logged in to sso/html site with their same credentials when they access that media.
  4. If a user attempts to access an sso/html site prior to having logged into the app, they will be redirected to the login page.  Once they submit their credentials, they will be redirected to the sso/html site (media they first attempted to access).