SSO recap:
SSO, or Single Sign-on, is a login authentication service that allows a user to access multiple different sites and applications via a single username / password. SSO is used in our system to simplify the login process so that you do not have to have a SocialLadder-specific username and password: Your users can simply login with the same SSO login they use for their other systems.
A fully embedded SSO experience allows ambassadors to access their dashboard from inside their existing website, without a need to create separate login information for SocialLadder. In this model, Ambassadors are required to log into an account on your website before applying to be an ambassador or accepting an invitation. Their existing login account on your site is then matched up with their SocialLadder profile to allow them to view their dashboard right inside your website on the page of your choice.
Installation overview:
This is a 2 step installation process. Firstly, We need to install the application on your website which will be used by users to signup and login and submit ambassador applications.
Second installation is the dashboard installation, This dashboard can be put anywhere post login page. This login works without having to create an account with SocialLadder. This dashboard displays the ambassador all the information related to sales, challenges, points, rewards etc.
These installations require access to an experienced web developer who can help integrate the experience onto your website. After these installations are completed, We need to test various scenarios for different user flows. The information on these scenarios on various types of users is listed below in this document.
Application install overview:
This will explain all the high level requirements for installing our application onto your page.
Onboarding flow:
The ambassador can be categorized into 2 ways i.e. New user and Migrated user. Both users observe a different kind of flow when signing up with their ambassador application.
New user: These users are signing up with your account for the first time. When they go through the application after sharing required information and signing in, They will be asked to login on the SSO page. After they submit their application, Their application can be reviewed on SocialLadder. After being accepted, They will be able to access the dashboard through SSO. All users can see the dashboard regardless of whether they are an ambassador or not. But the page will display that they are not an ambassador and prompt them to apply for one if they haven't already.
Migrated user: These users have been migrated from different platforms to SocialLadder. These users are already accepted users and don’t need to fill out all their information. Based on the information received from the other source, we send them a link to go through the migration application. They are asked to fill out and submit. As soon as they submit, this will register their account with that logged in user and they can access their dashboard through SSO.
2. High level Install:
Firstly, It's up to the company's discretion on where they would like the users to view this login page to sign up as an ambassador. Few examples where it could placed are below:
After this is decided, We need to install this application on that page. The ambassador login page will look similar to the normal login page. Check the screenshots below for reference:
This page should ideally be easily accessible to the users so that it gets more users to login and join the program. It can be a tab or a menu item or even a link in the footer. It's entirely up to the client's discretion.
It is also important to ensure that all the parameters get passed through this login page, as there are instances or test scenarios where parameters are essential for the user flow to work or else it would break the application. For more information on the parameters check the end of this document for the install guides.
Web Dashboard install overview:
This will explain all the high level requirements for installing a dashboard onto your page.
High level install: Dashboard page is viewed by all users all the time. But only ambassadors can access their data after they fill their application via the above app and are accepted into the program. If non ambassadors open the Dashboard tab, It just asks them to register to become ambassador to view data. Dashboard location and the flow to access it is left to the company’s discretion. There are few flows where the dashboard is located in the user login menu and also flows where they are located in a completely different page. Please find the screenshot below for reference.
Once the dedicated page is decided, This dashboard can be hosted on the site. The step by step installation instructions are mentioned below.
Install guide for Application:
This link redirects you to the article with complete installation instructions of the SSO application on your site.
Install guide for SL Web:
This link redirects you to the article with complete instructions of installing the dashboard on a page.