Operation

Notes before starting

For you to be able to log in to JustRelate CRM, the server must be running, and you need to know where to reach it. Every user requires a username and a password. These credentials can be saved in a client set. Different cli­ent sets (login sets) make it possible to manage different logins if required.

Info

Admin: If you need more than one login, your administrator will help you.

Note: For logging in for the first time without specific user permissions for testing purposes, please use the username salesdemo and the password salesdemo resp. salesdemo1.

Authentication via OpenID Connect

The CRM web client as well as the Touch app (mobile CRM) can use the authentica­tion procedure or authentication services for secure login, if required.

Note: The Windows client is technically not able to support OpenID authentication. Note also that the Windows client is not developed further and is no longer distributed!

Simplified process of an OpenID Connect authentication

  • The client creates an authentication request with the desired request parameters (request token).
  • The client sends the request to the authorization server (OIDC provider with authentication page).
  • The authorization server authenticates the end user.
  • If this is successful, logging in to JustRelate CRM continues. If the OpenID Connect authentication fails, you will receive a corresponding message. The CRM server is not contacted at all in case of a failure.
  • The authorization server returns a response with an authentication code to the end user (client).
  • The client sends the code to the token endpoint to receive an access token and an ID token (user information) in the response.
  • The client verifies the tokens and has access to the subject ID of the end user.
  • If the response is successful, the information provided is forwarded to the CRM server, and it can allow or deny the login.