Zoho billing logo Help Docs
/

Federated Login for Customer Portal

Federated Login is a login method that lets users access multiple applications or portals using one trusted account from an external identity provider like Google or Microsoft. Setting up federated login for the Customer Portal allows customers to access the portal using their existing accounts in other applications, without needing to use their portal login credentials each time. These third-party applications act as identity providers (IdPs) and verify your customers’ identity to sign in to the customer portal.

Let’s understand how federated login works with a help of a scenario.

Scenario: Let’s say you run an organization called Zylker, which uses Google as an identity provider for federated login in your customer portal. With federated login, your customers can simply use their Google account credentials to sign in to the portal, instead of their portal email and password each time. This not only simplifies the sign-in process but also enhances security by leveraging Google’s trusted authentication system.

Configure Federated Login

Set up federated login for the Customer Portal to allow your customers to access the portal using their existing accounts from multiple IdPs. Here’s how:

  • Log in to your Zoho Billing organization.
  • Go to Settings in the top right corner of the page.
  • Select General under Customer Portal.
  • Scroll to Portal Login and select Default Login. This enables customers to sign in using their email and password as the primary login method by default.
  • Click +Configure New under Login Using Portal Credentials.
  • In the Configure Login Method popup, select the app from the App Name dropdown to list it as a login option for your customers.
  • Copy the Redirection URL This URL should be entered in your IdP to redirect users back to Zoho Billing after successful authentication.
  • You will then have to create a new application in your IdPs to generate the Client ID and Client Secret. These tokens will be used to configure your federated login.
Insight: The Client ID informs the identity provider which app is requesting to log in, while the Client Secret authenticates that the request is raised from your app.

Supported Identity Providers

You can set up the federated login for the following identity providers:

Delete Federated Login

If you no longer want to list an IdP in your customer portal, you can delete it from your organization. Here’s how:

  • Log in to your Zoho Billing organization.
  • Go to Settings in the top right corner of the page.
  • Select General under Customer Portal.
  • Scroll to Portal Login.
  • Hover over the IdP and click the More icon.
  • Click Delete.

Your customers will no longer be able to log in to the portal using that app. You will have to set up the configuration again if required.

Was this document helpful?
Yes
No

Thank you for your feedback!

ON THIS PAGE