Client Portal Auth method - missing ?

TwilightComputer

Hi all,

I have just setup and configured IT Flow - looks amazing. However I am finding differences between Documentation / Forum posts and my version. In particular, I have nothing showing on the Create Client page to set the Portal Auth method ?

I can see the fields in the mySQL tables, but nowhere to set this in the front end ?

Can you point me where this is set / enabled ?

wrongecho

Hey there

I believe the documentation is fairly clear? https://docs.itflow.org/aad_sso

Create the app in Azure. Setup the App Details (ID and Secret) in settings and then set the auth method per contact (not client).

TwilightComputer

None of my clients use Azure - it looks like this whole project won't work for me. My client base are all Small Business / Home users with no AD.

Have I missed the point all together ?

wrongecho

I'm really confused what you're trying to achieve.

The client portal allows your client contacts to login and raise tickets, view invoices, etc. They can be authenticated either locally or via Azure/Entra IDP.

You don't actually need to use the client portal at all if you don't want to. It's just for allowing clients some convenience and visibility.

TwilightComputer

I was expecting to use a "local" password as per this 🇦 Client Portal

The client portal is located at /portal and allows clients to open and track tickets. Authentication to the client portal is performed using the contact's e-mail address and local password. Alternatively, you may set up an Azure App registration and authenticate clients via Azure AD SSO.

TwilightComputer

The whole point of my question, is that I cannot find the field to allow me to add the "local" password.

It is missing / hidden in my version - hence my original question as to whether this was a setup / config thing, to make it appear.

The option to set the Portal Auth method is not visible

wrongecho

I think I understand now!

Please navigate to any client record > Contacts > Edit a contact.

On the modal popup, there's a few tabs. Click on the Access tab. You're able to define a login method, password (if method is local) and roles for the contact.

TwilightComputer

OK - the light has come on.

The hierarchy is CLIENT > then Contact.

I was looking for this at the CLIENT level, and can now see it at the CONTACT level.

Thank you.

wrongecho

Fantastic!

Yes, clients are the top level for most things in ITFlow. Some things are global in settings (e.g. Portal on or off), others are set at the client level (e.g. Hourly rate), and others are set lower (contact auth details).

I guess it's a little confusing at first. Open to suggestions on how to reduce confusion or improve the docs.