{"id":5390,"date":"2025-09-19T16:29:51","date_gmt":"2025-09-19T14:29:51","guid":{"rendered":"https:\/\/help.ino.cx\/?post_type=ht_kb&#038;p=5390"},"modified":"2025-10-14T15:35:16","modified_gmt":"2025-10-14T13:35:16","slug":"authentication-methods-set-them-up","status":"publish","type":"ht_kb","link":"https:\/\/help.ino.cx\/index.php\/help-center\/authentication-methods-set-them-up\/","title":{"rendered":"Authentication methods &#8211; Set them up"},"content":{"rendered":"\n<figure class=\"wp-block-image alignright is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1080\" height=\"400\" src=\"https:\/\/help.ino.cx\/wp-content\/uploads\/2024\/09\/Smart-licence-needed-2.png\" alt=\"\" class=\"wp-image-3984\" style=\"width:250px\"\/><\/figure>\n\n\n\n<p>[<em>Reading time: 2 minutes<\/em>]<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"overview\">Overview<\/h2>\n\n\n\n<p>The <strong>Authentication methods<\/strong> module in the Maker allows you to configure authentication methods that can later be reused in different parts of INO cx.<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"712\" src=\"https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/09\/undraw_secure-login_m11a-1024x712.png\" alt=\"\" class=\"wp-image-5392\" style=\"width:250px\" srcset=\"https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/09\/undraw_secure-login_m11a-1024x712.png 1024w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/09\/undraw_secure-login_m11a-300x209.png 300w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/09\/undraw_secure-login_m11a-768x534.png 768w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/09\/undraw_secure-login_m11a-50x35.png 50w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/09\/undraw_secure-login_m11a-1536x1068.png 1536w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/09\/undraw_secure-login_m11a-60x42.png 60w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/09\/undraw_secure-login_m11a-100x70.png 100w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/09\/undraw_secure-login_m11a.png 1586w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>Authentication methods can be used in the following modules of the Maker:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>CRM v2<\/strong> (for integration-type CRM v2)<\/li>\n\n\n\n<li><strong>SSO<\/strong> (for OAuth2-type SSO)<\/li>\n\n\n\n<li><strong>Status syncs<\/strong><\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Access rights<\/h2>\n\n\n\n<p>To access the <strong>Authentication methods<\/strong> module, the corresponding right must be enabled in the user\u2019s role.<br>Within the role, the following rights can be configured:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Creation<\/strong><\/li>\n\n\n\n<li><strong>Modification<\/strong><\/li>\n\n\n\n<li><strong>Deletion<\/strong><\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Authentication methods list<\/h2>\n\n\n\n<p>The main view displays the list of all authentication methods already created. For each method, the following information is shown:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Name<\/strong><\/li>\n\n\n\n<li><strong>Integration type<\/strong><\/li>\n\n\n\n<li><strong>Mode<\/strong> (always OAuth)<\/li>\n\n\n\n<li><strong>Status<\/strong> (<em>Enabled<\/em> or <em>Disabled<\/em>)<\/li>\n\n\n\n<li><strong>Environment<\/strong> (optional)<\/li>\n\n\n\n<li><strong>Client ID<\/strong><\/li>\n<\/ul>\n\n\n\n<p>Next to each method, you will find several action buttons:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u2699\ufe0f Cogged wheel icon<\/strong>: duplicate, view dependencies, or view the history of changes<\/li>\n\n\n\n<li><strong>\u270f\ufe0f Pencil icon<\/strong>: edit the method<\/li>\n\n\n\n<li><strong>\ud83d\uddd1\ufe0f Trash icon<\/strong>: delete the method<\/li>\n<\/ul>\n\n\n\n<p>\u26a0\ufe0f The total number of authentication methods is <a href=\"https:\/\/help.ino.cx\/index.php\/help-center\/limits-client-account-settings\/\" data-type=\"link\" data-id=\"https:\/\/help.ino.cx\/index.php\/help-center\/limits-client-account-settings\/\" target=\"_blank\" rel=\"noreferrer noopener\">limited to <strong>50<\/strong><\/a>. If you reach this limit, you will not be able to create a new method and an error message will appear.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Creating a new authentication method<\/h2>\n\n\n\n<p>To create a new authentication method:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Click <strong>Create<\/strong> in the top-right corner.<\/li>\n\n\n\n<li>Fill in the following fields:\n<ul class=\"wp-block-list\">\n<li><strong>Name<\/strong>: enter a name for the method.<\/li>\n\n\n\n<li><strong>Integration type<\/strong>: select the external system (Hubspot, Salesforce, Zoho, Zendesk, MSO, etc.).<\/li>\n\n\n\n<li><strong>Mode<\/strong>: this field is always set to <em>OAuth<\/em>.<\/li>\n\n\n\n<li><strong>Environment<\/strong> <em>(optional)<\/em>: enter a value if needed.<\/li>\n\n\n\n<li><strong>Client ID<\/strong>: enter the client identifier.<\/li>\n\n\n\n<li><strong>Token<\/strong>: enter the token. This value must be provided by the client.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>Click <strong>Add authentication method<\/strong> to save.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"957\" height=\"1024\" src=\"https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/09\/Capture-decran-2025-09-19-a-14.21.03-957x1024.png\" alt=\"\" class=\"wp-image-5416\" style=\"width:300px\" srcset=\"https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/09\/Capture-decran-2025-09-19-a-14.21.03-957x1024.png 957w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/09\/Capture-decran-2025-09-19-a-14.21.03-280x300.png 280w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/09\/Capture-decran-2025-09-19-a-14.21.03-768x822.png 768w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/09\/Capture-decran-2025-09-19-a-14.21.03-47x50.png 47w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/09\/Capture-decran-2025-09-19-a-14.21.03-56x60.png 56w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/09\/Capture-decran-2025-09-19-a-14.21.03-93x100.png 93w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/09\/Capture-decran-2025-09-19-a-14.21.03.png 970w\" sizes=\"auto, (max-width: 957px) 100vw, 957px\" \/><\/figure>\n\n\n\n<p>\ud83d\udccc When duplicating an existing method, all fields are copied <strong>except for the Token<\/strong>, which must be entered again.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Managing authentication methods<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Enable \/ Disable<\/strong>: you can manually enable or disable a method.<\/li>\n\n\n\n<li><strong>Edit<\/strong>: allows you to modify the method\u2019s parameters.<\/li>\n\n\n\n<li><strong>History<\/strong>: accessible from the cogged wheel icon, it displays the list of modifications (creation, changes, etc.).<\/li>\n\n\n\n<li><strong>Dependencies<\/strong>: also available from the cogged wheel icon, it shows which modules currently use the method.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">use it! <\/h2>\n\n\n\n<p>Now, you can use your authentification method in: <\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/help.ino.cx\/index.php\/help-center\/crm-v2-set-them-up\/\" data-type=\"link\" data-id=\"https:\/\/help.ino.cx\/index.php\/help-center\/crm-v2-set-them-up\/\" target=\"_blank\" rel=\"noreferrer noopener\">CRM v2<\/a> module<\/li>\n\n\n\n<li><a href=\"https:\/\/help.ino.cx\/index.php\/help-center\/configuring-single-sign-on-sso\/\" data-type=\"link\" data-id=\"https:\/\/help.ino.cx\/index.php\/help-center\/configuring-single-sign-on-sso\/\" target=\"_blank\" rel=\"noreferrer noopener\">SSO<\/a> module<\/li>\n\n\n\n<li><a href=\"https:\/\/help.ino.cx\/index.php\/help-center\/status-syncs-set-them-up\/\" data-type=\"link\" data-id=\"https:\/\/help.ino.cx\/index.php\/help-center\/status-syncs-set-them-up\/\">status syncs<\/a> module<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>[Reading time: 2 minutes] Overview The Authentication methods module in the Maker allows you to configure authentication methods that can later be reused in different parts of INO cx. Authentication methods can be used in the following modules of the Maker: Access rights To access the Authentication methods module, the&#8230;<\/p>\n","protected":false},"author":5,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[107],"ht-kb-tag":[],"class_list":["post-5390","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-configuring"],"_links":{"self":[{"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/ht-kb\/5390","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/users\/5"}],"replies":[{"embeddable":true,"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/comments?post=5390"}],"version-history":[{"count":10,"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/ht-kb\/5390\/revisions"}],"predecessor-version":[{"id":5546,"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/ht-kb\/5390\/revisions\/5546"}],"wp:attachment":[{"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/media?parent=5390"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/ht-kb-category?post=5390"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/ht-kb-tag?post=5390"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}