NeonCRM offers an exciting feature: a secure ID provider service, also known as SSO (single sign-on). This feature brings numerous advantages for your donors and supporters:
Easy login for your donors: Simplifies the login process for donors, enhancing convenience and accessibility.
High-security standards: Ensures robust security measures, safeguarding sensitive donor information.
Smooth user experience: Provides a seamless and intuitive user experience, enhancing donor satisfaction and engagement.
How set the SSO with NeonCRM
Inside Teachfloor, navigate to Settings > Integration, and click on the Single Sign-On Configuration button.
Enable the Single Sign-On toggle, and from the dropdown menu, select NeonCRM.
Enter all required data available on your NeonCRM account. (For more details, refer to the bottom of this article.)
Logout Provider Option: Enabling this option will log the user out from both Teachfloor and NeonCRM simultaneously when they log out from Teachfloor.
To gather the necessary data for integration:
Organization ID: Inside NeonCRM, go to Settings > Organization Profile. Here, you'll find the Organization ID.
Client ID & Client Secret: Navigate to Settings > Global Settings in NeonCRM to find the Client ID and Client Secret.
API Key: Finally, navigate to Settings > User Management in NeonCRM. Select a user with an Administration role, enable the API toggle, and copy the API Key.
