There are four ways for your customers to gain access to your advanced portal.

1. Manually set the company and contact with “Portal Access”
2. Single Sign On (SSO)

3. Allow your customers to “Auto Register”
OR
4. Allow your customers to “Request Access”

Manually Grant Access

To grant your users access to your portal, please follow these steps:

  1. Navigate to the Customer section.
  2. Click on the customer name you would like to grant access.
  3. Click on the Edit Organization link.
  4. Check the box labeled Portal Access and click Save.

At this point, the company has been granted access to your portal.

Now you can determine which contacts within this company can log in to your portal. To do this, follow these steps:

  1. While still under the Customer section, click the Contacts tab, select the contact of interest and click the Edit Contact.
  2. Check the box labeled Portal User and then click the button labeled “Send contact a new portal password”. Click Save.

This will email the contact a temporary password and a link to your portal. Once they log in, they will be required to create a new password.

Single Sign On (SSO)

The TeamSupport Advanced Portal typically requires a user to log in with a username and password. While this works fine for some TeamSupport customers, requiring a password creates a problem if the portal is being embedded into another application which already has authentication.

First you will need to create an “authtoken” encrypted value.

To generate the authtoken you will need to combine the users email and your GUID along with AES encryption.

Below are examples of creating the encrypted authtoken.

Javascript example: If you do not want the encryption method exposed to users with javascript you can run the code server side and pass just the encrypted string to the front end.

<script src="https://app.teamsupport.com/vcr/1/Js/aes.js"></script>
<script type="text/javascript">
var encrypted = CryptoJS.AES.encrypt(Date.now() + ",{users email}", 
"{GUID}");
</script>

PHP example:

$microtime = microtime();
$comps = explode(' ', $microtime);
// Note: Using a string here to prevent loss of precision
// in case of "overflow" (PHP converts it to a double)
$milliseconds = sprintf('%d%03d', $comps[1], $comps[0] * 1000);
$data_to_encrypt = $milliseconds . ",{users email}";
$passphrase = {GUID};
$salt = openssl_random_pseudo_bytes(8);
$salted = '';
$dx = '';
while (strlen($salted) < 48) {
$dx = md5($dx.$passphrase.$salt, true);
$salted .= $dx;
}
$key = substr($salted, 0, 32);
$iv = substr($salted, 32,16);
$cipher_text = openssl_encrypt($data_to_encrypt, 'aes-256-cbc', $key, true, $iv);
$str = sprintf("Salted__%s%s", $salt, $cipher_text);
$auth_token = base64_encode($str);

When passing this information to the portal, you will need to pass the authtoken as well as the standard OrganizationID parameter. The URL behind your “login button” will look something like this:

portal.[ServerName].TeamSupport.com?OrganizationiD=1234&authtoken={encrytped auth token}

You will also need to reference this help document to understand how to integrate the TeamSupport portal into your website.

  1. Go to the Customers section, select a company then from the Details tab, select Edit Organization to the right. Check the box labeled Portal Access.
  2. Staying in the Customers section, click a contact within the company and select Edit Contact to the right. Check the box labeled Portal User.

Auto Register

To set this, go to Admin>My Portal>Advanced Portal and check the box labeled “Enable Self Register”, then save.

Auto Register allows your customers to grant themselves access to your portal by filling out a simple form. When they visit your portal login, they will be presented with the following:

When they click Register, they will be presented with this:

Once they fill this in and click Submit, they will be taken directly into the portal. At the same time, we will create them as a contact and put them into the _Unknown Company within your TeamSupport customer database. You are free to leave them in the _Unknown Company, or you can move them to another company within your account. To move a contact, simply look them up and edit their record.

Request Access

To set this, go to Admin>My Portal>Advanced Portal and check the box labeled “Show Request Access Button”, then save.

When they click “Request Access” they will be prompted to fill out a simple form, which will make a ticket in your TeamSupport system. You would then need to manually grant the customer access using the “Manually Grant Access” from above.

Need more help with this?
Don’t hesitate to contact us here.

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