Switching from Custom Application OAuth to the new OAuth

Aaron Corney Updated by Aaron Corney


Why update to the new OAuth?

This article explains why you should update to the new OAuth - Client Portal Office365 Single Sign-On


Am I already using the new OAuth?

You can check this from your Desk Director Admin Portal. If the custom application field contains text then you are using custom application (Deprecated OAuth)

Steps

1. Login to your DD Admin Portal

2. Navigate to System > Authentication > Client Portal Office 365 Single Sign-On

New OAuth (Without Custom Application)

Old OAuth (With Custom Application)





Prepare to switch to the new OAuth

If this is your first time using the new Office365 Single Sign-On (without custom application), an administrator from each customer's tenancy will need to grant permissions to DeskDirector on the first login. This can be performed ahead of your cutover, covered in the steps below.

Steps

1. Login to your Desk Director Admin Portal.

2. Navigate to System > Authentication > TECH Portal Office365 Single Sign-On

3. Select the drop down for "Admin Consent" and select "DeskDirector"

4. Select "Grant Consent"

5. Login with a MS account that has admin permissions for each tenancy, it looks like this:

6. Select Accept

If it worked you should be redirected to the DD Admin portal and see this:

Now contacts from this tenancy can login to the client portal seamlessly without knowing there has been a change.

Granting Consent to the Desk Director Tech portal will also grant consent to the Desk Director client portal for that tenancy.

We recommend granting consent via the Tech portal option outlined above because the client portal consent option will be linked to your existing custom application, until you make the switch to the new OAuth in the next steps below.





Switch over to the new OAuth

These steps will guide you if you are switching from the old Office365 Single Sign-On (OAuth with Custom Application) to the new SSO method, which does not require Custom Application.

Steps

1. Login to your Desk Director Admin Portal.

2. Navigate to System > Authentication > Client Portal Office365 Tab.

3. Select "Delete Custom Application" from the drop down arrow.

4. Make sure the custom application text box is blank and "Allow Office365 Single Sign-On" is ticked.

5. Press Save





How did we do?

Client Portal Office365 Single Sign-On

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