Create an app registration
- To start, open Azure active directory. From here, you will need to go to the App Registrations in the left hand menu to create a new registration.
- Name the application something memorable and easily recognisable for all staff who will access it.
- Choose the single tenant option in the supported account type option.
- Once the application registration is created, you will need to create a logout URL. This lets Azure know how to notify the MaxContact system when a user logs out.
- First, select Add redirect URI,
then add a platform and choose web.
- Now you need to add the logout URL to the redirect URI field. This will be https://{domain}.us.autho.com/login/callback
- Select the access tokens and ID tokens at the bottom and click the configure button.
- In the left hand menu, select certificates and secrets.
This is where you can create a 'secret' for the application. This will need to be copied and provided to MaxContact to setup up the connection.
You can manually enter an expiry date but bear in mind, a new one will have to be created and passed to MaxContact.
- Once this action is completed, you can no longer access the secret or copy it so its important to add it immediately or save it somewhere.
Roles
- Navigate to app roles in the left hand menu. Here, you can create the roles being used e.g. MaxContact Sysadmin, MaxContact Agent.
- Select create app role at the top and then complete the form. The most important field to complete here is the value field. This is used to assign the user to the equivalent MaxContact role. The format should be MaxContact.RoleName e.g. MaxContact.SysAdmin
Create the role then select apply. Repeat this process until you have all your roles created.
Users and roles
- Navigate to your company name in Azure, its usually in this format Home > Company name > Manager Portal
(In the above example, the company name is xz2j5)
- In the left hand menu, navigate to Enterprise applications and in the list of applications, select the previously created item.
- Navigate to the users and groups page and select user/group.
- Select the link None selected under users and groups.
- Here you will see individual users or groups of users you can select. Once you select multiple users/groups, click select.
- Under select a role, you can click the relevant role to assign to the user(s)/group(s) then click select.
- Once you have selected your users/groups and the roles you want to assign to them, click assign at the bottom of the page.