Setting up auth0 STEP 1

To enable the auth0 feature in BSS, please proceed with the following guide:
Go to this link: https://bit.ly/34nFpgQ

After login in, click on the Applications > Applications sub-option, from the Main menu.

Open

Then click on the "+ Create Application" button to register an application.

On the following pop-up window, choose as “Platform“ the Regular Web Applications option.

Open

Continue by clicking on the Create button.

From the next page that loads, navigate to the Settings tab, where the application’s general settings exist.

Here you need to save the following information for later use in BSS:

• Domain: This domain will be used in the BSS’s “Authority” field, located on the auth0 Settings page.

• Client ID: This id will be used in the BSS’s “Client Id” field, located on the auth0 Settings page.

• Client secret: This secret will be used in the BSS’s “Client Secret” field, located on the auth0 Settings page.
  
  

Then scroll down where the “Application Properties” section appears. In this section, the option named “Token Endpoint Authentication Method“ must be Basic.

Afterwards, by scrolling further down, you can see the “Application URIs” section. Here, you must provide a dummy URL for the “Allowed Callback URLs” options, in order to proceed. Click on the respective field and fill in the following URL: “http://localhost“.

Eventually, you can click on the Save Changes button at the bottom of the page in order to proceed. For the “Allowed Callback URLs” you can leave it as-is and we will get back to it later in this guide.

Once the “Save Changes” button is clicked, you can navigate to the User Management > Users sub-option, from the Main menu, where you will find the “+ Create User” button. Click it and then create your users. Then by going to the User Management > Roles sub-option, from the Main menu, you can create certain rules and then assign them to the previously created users for your organization that you wish to allow access to the BSS via auth0.

After finishing and Saving the assignment(s), the application is now partially ready and a few steps remain, which are analyzed later in this guide.

Setting up the BSS Mechanism STEP 2

Now on BSS, go to: BSS Setup > Administration > System Options > BSS Login Settings (as explained on this Documentation). 
Click on the auth0 "Settings (OIDC)" button.

ID and Secret - Setup

On the following page, you are required to utilize the previously-stored IDs from the "Step 1" section and paste them into their corresponding fields. More specifically:

• Provide a name to the Instance Name text field. 

• Paste your stored [auth0 domain] to the Authority text field (domain: https://<uniqueDomain>.eu.auth0.com). The part of the domain “.eu.“ has 4 values in total depending on the country you choose (Europe=”eu”, Japan=”ja”, Australia=au, etc.).

• Paste your stored [Client ID] to the Client Id text field.

• Paste your stored [Client Secret] to the Client Secret text field.
  
  

Attribute Mapping - Setup

Concerning the Attribute Mapping section of this page, it is introduced as an easy way to map the JSON response of the identity provider to a Property of the BSS Account/Contact/User.

Next to the first five attribute-mapping fields, there is a question mark icon, that upon hovering over it, it displays the default mapping values for your aid.

You don't need to fill in the Attribute Mapping text fields, since the attributes "ExternalId", "First Name", "Last Name", "Email", and "Phone" already have the default mapping, which you can witness below.

However, if you wish to alter the default mapping, you can do so with either of the two JSON response objects namely IdToken, UserInfo that are utilized for the attribute mapping. 
Please also note that many Attribute Mapping fields can be declared with a comma "," and the priority with which they are written applies (if no value is found in the first, the code checks the second).
Below you will find the two aforementioned JSON files that can be used as an example.

 
As it is evident from the JSON files, any extra parameter set at the OIDC provider can be placed within the ExtraParameters.
For example, if you want to set the Company Name based on the value of the "cp1" field, then as mapping you must set "IdToken.ExtraParameters.extension_cp_gan". The same logic applies to any other extra parameters that are needed.

Saving Configured Changes

After you have finished with this page's configuration, you must click on the "Save" button. 

Now that you have saved all those aforementioned settings of this page, you can copy and store, for later use, the following URIs:

• The “Callback Url“.

• The “Logout Url“.

Setting up auth0 - Continued STEP 3

Now, by going back to the https://bit.ly/34nFpgQ you can perform the next five easy actions:

• Click on the Applications > Applications sub-menu button and locate the application you have previously created.

• Click on it and then click on the Settings tab for the Basic Information section to appear.

• Afterwards, scroll down and locate the “Application URIs” section.

• Then paste your stored [Callback Url] to the “Allowed Callback URLs” text field by deleting the “dummy URI” you have previously used.

• Then, optionally, you can paste your stored [Logout Url] to the “Allowed Logout URLs” text field.

• Lastly, click on the Save Changes button to save all the changes.

Testing & Activation STEP 4

The final steps of the initialization of the External Authentication feature, require you to once more go back to the BSS Setup > Administration > System Options > BSS Login Settings and click on the auth0 "Settings (OIDC)" button.

• Click the "Activate" button on the top bar.

• Copy the "Authenticate Url" and open a new web-browser tab to paste that URL.

• Your web browser will redirect you to auth0 login page in order to log in with your auth0 credentials.

• After a successful login, you will be redirected back to the BSS and our system will log in/register you.

By clicking on the "Show in BSS" button from the top bar and the External Authentication will from now on be available to the BSS.
The same button will then display the “Hide from BSS“ in case you wish to hide this External Authentication option from the BSS.

First BSS Login with auth0 Credentials 

After the configuration and activation of the auth0 external authentication for BSS, you can choose to login to via your auth0 credentials. 

You can click on the "auth0" button, located under the “---- or ----” section.

Provide your corresponding credentials on the new auth0 login page that you are redirected to. 

After a successful login, you are again redirected to the BSS.

As a result, the account and contact that have been created in our BSS are now connected with the auth0 account used to login to the BSS. 

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