Neon CRM OAuth and OpenID connect Single Sign-On (SSO) | Neon CRM SSO Login

Neon CRM OAuth and OpenID connect Single Sign-On (SSO) | Neon CRM SSO Login


Neon CRM Single Sign-On (SSO) with WordPress OAuth & OpenID Connect Single Sign-On (SSO) plugin. Enable secure login into WordPress using Neon CRM as OAuth and OpenID Connect provider. Neon CRM Single Sign-On (SSO) with WordPress allows your users to login to your WordPress and access the site by authenticating with their Neon CRM. You can also configure plugin using different IDPs such as Azure B2C, Office 365, and other custom providers. It supports advanced Single Sign-On (SSO) features such as user profile Attribute mapping, Role mapping, multi tenant login etc. Here we will go through a guide to configure Single Sign-On (SSO) between WordPress and Neon CRM for user authentication. By the end of this guide, users should be able to perform secure login to WordPress and access the site with Neon CRM SSO. To know more about other features we provide in WP OAuth Single Sign-On ( OAuth & OpenID Connect Client ) plugin, you can click here.


Usecases

Restricting WordPress content based on Neon CRM Memberships

Using our WordPress OAuth SSO plugin & Neon SSO add-on, users can login into the WordPress site using their Neon credentials. If certain memberships are assigned to users in Neon, then we can also restrict the WordPress site content based on the Membership expiry date.

Restricting WordPress content based on Neon CRM Roles

We can assign different WordPress roles to the SSO users based on different groups coming from the Neon CRM. One can also restrict the WordPress pages, posts and content from the users based on the user role at the time of SSO.


Pre-requisites : Download And Installation


  • Log into your WordPress instance as an admin.
  • Go to the WordPress Dashboard -> Plugins and click on Add New.
  • Search for a WordPress OAuth Single Sign-On (SSO) plugin and click on Install Now.
  • Once installed click on Activate

Steps to configure Neon CRM Single Sign-On (SSO) Login into WordPress

1. Setup Neon CRM as OAuth Provider

  • Go to https://app.neonsso.com/login and sign up/login.
  • neon-login
  • From Configure OAuth tab in OAuth Client Single Sign-On (SSO) plugin , collect Redirect/Callback URL, and enter it into your Neon CRM Application.
  • Copy your Client ID and Client Secret and save it on your miniOrange OAuth Client Single Sign-On (SSO) plugin Configuration.

You have successfully configured Neon CRM as OAuth Provider for achieving user authentication with Neon CRM Single Sign-On (SSO) login into your WordPress Site.

2. Setup WordPress as OAuth Client

  • Go to Configure OAuth tab and click Add New Application to add a new client application into your website.
  • Neon CRM Single Sign-On (SSO) - add application
  • Choose your Application from the list of OAuth / OpenID Connect Providers, Here Custom OAuth 2.0 App.
  • Neon CRM Single Sign-On (SSO) - choose OAuth Custom2.0 app
  • Copy the Callback URL to be used in Neon CRM Configuration. Click Next.
  • Neon CRM Single Sign-On (SSO) - cope the callback url
  • Please refer the below table for configuring the endpoints for Neon CRM in the plugin.

    Client ID : from the Neon CRM SSO application configured
    Client Secret : from the Neon CRM SSO application configured
    Scopes openid
    Authorize Endpoint: https://{{your Neon CRM organization id}}.z2systems.com/np/oauth/auth
    Access Token Endpoint: https://{{your Neon CRM organization id}}.z2systems.com/np/oauth/token
    Get User Info Endpoint: https://api.neoncrm.com/neonws/services/api/account/retrieveIndividualAccount?accountId=
  • Neon CRM Single Sign-On (SSO) - SSO endpoints save settings
  • Enter the Client Credentials like Client ID & Client Secret in the setup dialogue box. Enter the scope value as openid. Click Next.
  • Neon CRM Single Sign-On (SSO) - SSO client credentials
  • Click on Finish to save the configuration.
  • Neon CRM Single Sign-On (SSO) - save configuration

You have successfully configured WordPress as OAuth Client for achieving Neon CRM Single Sign-On (SSO) with WordPress for user authentication.


3. User Attribute Mapping

  • User Attribute Mapping is mandatory for enabling users to successfully login into WordPress. We will be setting up user profile attributes for WordPress using below settings.
  • Finding user attributes

    • Go to Configure OAuth tab. Scroll down and click on Test Configuration.
    • Neon CRM Single Sign-on (SSO) - OAuth Test Configuration
    • You will see all the values returned by your OAuth Provider to WordPress in a table. If you don't see value for First Name, Last Name, Email or Username, make the required settings in your OAuth Provider to return this information.
    • Once you see all the values in Test Configuration, go to Attribute / Role Mapping tab, you will get the list of attributes in a Username dropdown.
    • Neon CRM Single Sign-on (SSO) - WordPress Attribute Mapping

4. Sign In Settings

  • The settings in Single Sign-On (SSO) Settings tab define the user experience for Single Sign-On (SSO). To add a Neon CRM login widget on your WordPress page, you need to follow the below steps.
    • Go to WordPress Left Panel > Appearances > Widgets.
    • Select miniOrange OAuth. Drag and drop to your favourite location and save.
    • Neon CRM Single Sign-on (SSO) - WordPress create-newclient login button setting
    • Go to WordPress Left Panel > Appearances > Widgets.
    • Select miniOrange OAuth. Drag and drop to your favourite location and save.
    • Neon CRM Single Sign-on (SSO) - WordPress create-newclient login button setting
    • Open your WordPress page and you can see the Neon CRM SSO login button there. You can test the Neon CRM Single Sign-On (SSO) now.
    • Make sure the "Show on login page" option is enabled for your application. (Refer to the below image)
    • Neon CRM Single Sign-on (SSO) - WordPress create-newclient login button setting
    • Now, go to your WordPress Login page. (Eg. https://< your-wordpress-domain >/wp-login.php)
    • You will see an Neon CRM SSO login button there. Once you click the login button, you will be able to test the Neon CRM Single Sign-On (SSO).
    • Neon CRM Single Sign-on (SSO) - WordPress create-newclient login button setting

In this Guide, you have successfully configured Neon CRM Single Sign-On (SSO) by configuring Neon CRM as OAuth Provider and WordPress as OAuth Client using our WP OAuth Single Sign-On ( OAuth & OpenID Connect Client ) plugin. This solution ensures that you are ready to roll out secure access to your WordPress site using Neon CRM login credentials within minutes.



Additional Resources


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