Difference between revisions of "Sign-In Integrations"

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<div class="docs-alert-info"><i class="fa fa-info-circle"></i> This page describes a feature that is available in version 7.3 and above</div>
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Sign-In integrations allow customers to connect popular services with a WHMCS installation for faster registration and sign-in.
  
Sign-In Integrations is a feature that allows customers to connect popular services with a WHMCS installation for faster registration and sign-in.
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You can access this feature at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Sign-In Integrations''' ('''Setup > Sign-In Integrations''' prior to WHMCS 8.0).
  
This feature currently supports: Facebook, Google and Twitter.
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This feature currently supports Facebook, Google, and Twitter. For more information, including troubleshooting steps, see [[Using Sign-In Integrations]].
  
[[File:Signinintegrationslogin.png]]
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==Activate a Provider==
 
 
==How it Works==
 
 
 
When you enable it, the registration and login pages will present "Sign Up with Xxxx" and "Sign In with Xxxx" options that the user can choose from.
 
 
 
After initially connecting a service, either when signing up or, later, when they log in using the customer portal, a customer can select the desired service sign-in option. This allows them to log in to WHMCS without needing any additional passwords.
 
 
 
==Configuration==
 
  
 
Enabling Sign-In Integration for a provider requires that you provide WHMCS with API credentials for the given provider.
 
Enabling Sign-In Integration for a provider requires that you provide WHMCS with API credentials for the given provider.
  
To manage and configure Sign-In Integrations, navigate to '''Setup > Sign-In Integrations'''
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To activate and begin using a provider:
 
 
===Services===
 
 
 
* '''Facebook''' — For information regarding configuring Sign-In with Facebook, see [[Configuring Sign-In using Facebook]].
 
 
 
* '''Google''' — For information regarding configuring Sign-In with Google, see [[Configuring Sign-In using Google]].
 
 
 
* '''Twitter''' — For information regarding configuring Sign-In with Twitter, see [[Configuring Sign-In using Twitter]].
 
 
 
==Disconnecting Services==
 
 
 
Customers can view and manage connected services by navigating to '''Profile > Security Settings''' within the client area.
 
 
 
[[File:Securitysettings.png]]
 
 
 
From here a user can connect their account with any of the available sign-in services. They can also view any connected accounts and, if they wish, unlink them.
 
 
 
[[File:Sign-in-integrations-management-800.png]]
 
 
 
<div class="docs-alert-warning">'''Warning:''' The Sign-In Integrations feature is not compatible with the Modern or Boxes order form templates.</div>
 
 
 
==Troubleshooting==
 
Whenever possible, WHMCS will log any errors it encounters using Sign-In Integrations under '''Utilities > Logs > Activity Log'''. You can find explanations for common errors on the following pages:
 
  
* [[Troubleshooting Sign-In using Facebook]]
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# Click '''Activate''' for that provider.
* [[Troubleshooting Sign-In using Google]]
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# Enter the required API credentials. Each provider requires different configurations. For configuration steps, see:
* [[Troubleshooting Sign-In using Twitter]]
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#*[[Configuring Sign-In using Facebook]]
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#*[[Configuring Sign-In using Google]]
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#*[[Configuring Sign-In using Twitter]]
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# Click '''Save & Activate'''.

Latest revision as of 21:41, 14 April 2022

Sign-In integrations allow customers to connect popular services with a WHMCS installation for faster registration and sign-in.

You can access this feature at Configuration () > System Settings > Sign-In Integrations (Setup > Sign-In Integrations prior to WHMCS 8.0).

This feature currently supports Facebook, Google, and Twitter. For more information, including troubleshooting steps, see Using Sign-In Integrations.

Activate a Provider

Enabling Sign-In Integration for a provider requires that you provide WHMCS with API credentials for the given provider.

To activate and begin using a provider:

  1. Click Activate for that provider.
  2. Enter the required API credentials. Each provider requires different configurations. For configuration steps, see:
  3. Click Save & Activate.