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Configure Facebook as an IdP

Once you’ve configured federated login for your organizaiton. Facebook can be configured to be an identity provider (IdP) to authenticate the user’s identity while using their portal.

In order to configure a federated login using a Facebook account, you need to create an app on Facebook. To create a new app:

  • Create or log in to your Facebook Developers account.

  • Go to My Apps, and click Create App.

  • For creating an app, you will need to complete the following:

    • In the App details section, enter your organization’s name and email address in the App name and App contact email fields respectively. Facebook will send important updates to this email.

    • Next, in the Use cases section, select Authenticate and request data from users with Facebook Login. This option creates an app which allows users to sign in to your Zoho Billing customer portal using their Facebook account.

    • In the Business section, you can either add an existing business portfolio or select I don’t want to connect a business portfolio yet to proceed.

    • In the Requirements section, review the publishing requirements needed for your app to access and maintain user and business data.

    • In the Overview section, review your app’s configuration and click Go to dashboard.

    • In the Dashboard page, complete the App customization and requirements to publish your app.

    Insight: These steps ensure your app meets Facebook’s security and privacy policies, allowing it to access user data safely and function properly while your customers log in to the portal.

  • Next, navigate to App Settings and click Basic.

  • Copy App ID and App Secret and paste it in the Client ID and Client Secret fields respectively in the federated login configuration page of Zoho Billing.

  • Next, Go to Use cases in the left side bar of your app in Facebook.

    • In the Customize page, customize your app’s permissions and request the necessary data access grants to enable authentication through Facebook Login.
    • Go to Permissions and features, and click + Add next to email. This permission allows your app to read your customer’s email address with the needed consent.

  • Next, go to Settings and paste the Redirection URL that you copied from Zoho Billing in the Valid OAuth Redirect URIs field.

  • Click Save Changes.

Now, when a customer visits your portal, they can sign in using their Facebook account.

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