Most companies use a mix of off-the-shelf and/or custom applications to do business with their channel partners. Ideally, all these resources are accessible via Single Sign-On (SSO) from a central partner portal.
Channeltivity offers a number of tools that make it easy to integrate external applications into your partner portal. This article takes you through the steps of securely embedding and integrating a custom Web application with Channeltivity.
Step 1: Set up SSO
Single Sign-On (SSO) allows Channeltivity Users to log into your custom application without having to enter a separate username and password. Channeltivity offers two SSO methods:
- SAML 2.0 (recommended): This is an open standard for SSO and is supported by many applications. We recommend SAML because it's a standard and doesn't lock you into our proprietary SSO process.
- DEPRECATED: Channeltivity's Proprietary Outgoing SSO: Before we supported SAML, this was the only way to do SSO with Channeltivity. We don't recommend using this method and may stop supporting it in the near future.
You'll need to implement one of these SSO methods in your application.
Step 2: Embed your Application within Channeltivity
Once you have SSO working, add an iFrame Page or Link to the left navigation menu with the SSO jump page link (for SAML) or application link with placeholders (for Channeltivity's Proprietary Outgoing SSO).
Step 3 (optional): Get Additional Information
Your custom application is now securely linked from Channeltivity, but you may want to pull additional information about the User or their Organization to use within your application. Channeltivity's Data API allows you to easily look up a User's profile fields, Deal Registrations, Organization information etc.