Vincere CRM Single Sign-On (SSO) WordPress OAuth | Vincere CRM SSO

WordPress OAuth & OpenID Connect Single Sign-On (SSO) plugin enables secure login into WordPress using Vincere CRM as OAuth and OpenID Connect provider. You can also configure plugin using different custom providers and standard IDPs. It supports advanced Single Sign-On (SSO) features such as user profile Attribute mapping, Role mapping, etc. Here we will go through a guide to configure SSO between WordPress and Vincere CRM. By the end of this guide, users should be able to login to WordPress from Vincere CRM. To know more about other features we provide in WP OAuth Single Sign-On ( OAuth & OpenID Connect Client ) plugin, you can click here.

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 Vincere CRM Single Sign-On (SSO) Login into WordPress

1. Setup Vincere CRM as OAuth Provider

• Go to the developer account of Vincere CRM and signup/login.
• Click on Add Application to create a new application.
• Enter the app name and click on Save Button.
• Go to the OAuth tab in the left section and enter the Redirect URL which you will get from the OAuth Single Sign-On (SSO) plugin. click on Save Button.
• Copy the Client ID and Client Secret and save it under the Client ID and Client Secret in your WordPress OAuth Single Sign-On (SSO) Plugin Configuration

You have successfully configured Vincere CRM as OAuth Provider for achieving Vincere CRM login into your WordPress Site.

2. Setup WordPress as OAuth Client

• Go to Configure OAuth tab and configure App Name, Client ID, Client Secret from provided Endpoints.
• openid is already filled but if it doesn't work then configure scope as User.Read and for fetching group info use scope is Directory.read.all.

• Please refer the below table for configuring the scope & endpoints for Vincere CRM in the plugin.

  
  

  Client ID :	Received from app configured in Vincere CRM
  Client Secret :	Received from app configured in Vincere CRM
  Scope:	openid
  Authorize Endpoint:	https://id.vincere.io/oauth2/authorize
  Access Token Endpoint:	https://id.vincere.io/oauth2/token

• Click on Save Settings to save the configuration.


You have successfully configured WordPress as OAuth Client for achieving Vincere CRM login into your WordPress Site.




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.

• 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.


4: Role Mapping [Premium]

• Click on “Test Configuration” and you will get the list of Attribute Names and Attribute Values that are sent by your OAuth provider.
• From the Test Configuration window, map the Attribute Names in the Attribute Mapping section of the plugin. Refer to the screenshot for more details.

• Enable Role Mapping: To enable Role Mapping, you need to map Group Name Attribute. Select the attribute name from the list of attributes which returns the roles from your provider application.
  Eg: Role


• Assign WordPress role to the Provider role: Based on your provider application, you can allocate the WordPress role to your provider roles. It can be a student, teacher, administrator or any other depending on your application. Add the provider roles under Group Attribute Value and assign the required WordPress role in front of it under WordPress Role.
  
  For example, in the below image. Teacher has been assigned the role of Administrator & Student is assigned the role of Subscriber.

• Once you save the mapping, the provider role will be assigned the WordPress administrator role after SSO.
  Example: As per the given example, Users with role ‘teacher’ will be added as Administrator in WordPress and ‘student’ will be added as Subscriber.

5: Login Settings / Sign In Settings

• The settings in Single Sign-On (SSO) Settings tab define the user experience for Single Sign-On (SSO). To add a Vincere CRM login widget on your WordPress page, you need to follow the below steps.

1. Sign in settings for wordpress 5.7 and before :

• Go to WordPress Left Panel > Appearances > Widgets.
• Select miniOrange OAuth. Drag and drop to your favourite location and save.


2. Sign in settings for wordpress 5.8 :

• Go to WordPress Left Panel > Appearances > Widgets.
• Select miniOrange OAuth. Drag and drop to your favourite location and save.

• Open your WordPress page and you can see the Vincere CRM SSO login button there. You can test the Vincere CRM Single Sign-On (SSO) now.
In this Guide, you have successfully configured Vincere CRM Single Sign-On (SSO) by configuring Vincere 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 Vincere CRM login credentials within minutes.



Additional Resources

• What is OAuth 2.0?
• Frequently Asked Questions (FAQs)



Mail us on oauthsupport@xecurify.com for quick guidance(via email/meeting) on your requirement and our team will help you to select the best suitable solution/plan as per your requirement.