Single Sign-On Integration with Circle.so
To
use MembershipWorks with Circle.so you will need to be on a Circle plan
that offers Custom Single Sign-On. Please contact Circle for
information on what is required to enable Custom Single Sign-On for your
Circle plan.
Step by Step Instructions
Step 1: Circle.so SSO
At Circle.so go to Community Settings > Single Sign-On.
Step 2: Enable Sign Up
Enable Allow members to sign up via a custom URL and Allow members to sign up via a custom URL.
Step 3: Callback URL
Take note of the Callback URL just under OAuth Provider.
Step 4: Login to MembershipWorks
Log in to MembershipWorks as the primary admin and go to Organization Settings > Apps.
Step 5: Add OAuth2 App
Click on Add App.
Step 6: Set App Type
Make sure the Type is set to OAuth2 Single Sign On.
Step 7: Set App Name
Give a name to the app - eg. Circle.so.
Step 8: Callback URL
Enter the Callback URL from the Circle.so (from Step 3 above).
Step 9: Create App
Click Create.
Step 10: Note Down App Credentials
Take note of the Client ID, Client Secret, Token Endpoint and User Info Endpoint.
Step 11: Enter OAuth Provider Name
In Circle.so enter the name of the OAuth Provider - the name field
is what will display under the login button. For example, if you input
the name MembershipWorks, the login button will say Continue with
MembershipWorks.
Step 12: Enter Credentials
Enter the Client ID, Client Secret (Secret Key), Token Endpoint (Token Fetch URL), and User Info Endpoint (User Info API URL) from
MembershipWorks (from Step 10 above).
Step 13: Set Authorization URL
Under the Authorization URL, enter the URL of your website that has
the MembershipWorks "Member Sign In and Manage Account"
snippet/shortcode (ie. the page on your website where members login to
manage their account).
Step 14: Response Paths
The response paths are:
- User ID -> account_id
- User Email -> email
- User Name -> name
Step 15: Save
Click Save Changes.
Step 16: Enable SSO
Toggle Enable SSO to on.
Get Support Along the Way
