Documentation
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  • Getting Started

    • ConnectiveOne Documentation
  • Channel Configuration

    • Channels

      • Integrator — Channels Configuration Hub
      • Explanations

        • What is ConnectiveOne Widget
        • Widget JavaScript API
      • Instructions

        • How to Configure IP Blocking Message?
        • How to Configure Widget in Settings
        • How to Connect Facebook Messenger and Instagram to ConnectiveOne
        • How to Connect Gmail to ConnectiveOne
        • How to Connect Outlook to ConnectiveOne
        • How to Connect Telegram to ConnectiveOne
        • How to Connect Numbered Viber, Telegram, and WhatsApp via e-chat
        • How to Connect Viber to ConnectiveOne
        • How to Connect WhatsApp to ConnectiveOne
        • How to Customize Widget Colors
        • How to Manage Widget from Website
        • How to Pass Parameters from Website to Scenario
        • How to Configure Sending SMS via Alpha SMS
        • How to Configure Sending Viber/SMS via Infobip
        • How to Connect Widget to Website
        • How to Use Custom Code for Widget
        • How to Work with Widget on SPA Applications
  • Request Processing

    • Operator Panel (OperatorLine)

      • Operator — OperatorLine Scenarios Hub
      • Supervisor — OperatorLine Scenarios Hub
      • Administrator — OperatorLine Scenarios Hub
      • Integrator — Operator Panel Hub for OperatorLine
      • Explanations

        • About Processing Requests in ConnectiveOne
        • About Auto-Distribution of Dialogs Between Operators
        • About Automatic Connection of Free Operator to New Dialog
        • About Connecting Chat with Operator Through Operator Panel
        • About Redistribution of Chats from Operator
      • Instructions

        • Change Request Status
        • Create Filter
        • Create Folder
        • Create Outbound Request
        • How to Create a Ticket?
        • How to Link Tickets to Each Other?
        • Manage Folders
        • How to Edit Ticket Fields?
        • How to Manage Ticket Watchers?
        • Monitor Operator Statuses
        • Open Request
        • Reorder Folders
        • How to Reply to a Client?
        • Set Topic and Tags
        • Use Copilot
        • Use Quick Replies
        • How to View Active Dialogs in Client Card?
        • View Chat List
        • View Chats in Table
        • View Request Queue
        • How to View Ticket Logs?
        • How to View Ticket SLA Metrics?
    • Profile

      • Operator — Profile Scenarios Hub
      • Administrator — Profile Scenarios Hub
      • Instructions

        • How to Change Interface Language?
        • Configure Folders
        • Configure Notifications
        • Configure Quick Replies
        • Configure Signature
    • BroadcastUsers (Clients)

      • Operator — BroadcastUsers Scenarios Hub
      • Integrator — BroadcastUsers Scenarios Hub
      • Administrator — BroadcastUsers Scenarios Hub
      • Instructions

        • Create Segment by Filters
        • Edit Client Data
        • Export Client Data
        • Filter Clients
        • Manage Subscription
        • How to Find a Client?
        • Search Clients by File
        • Send Broadcast to Selected Clients
        • How to View a Client Card?
        • View Client Channels
  • Broadcasts

    • Broadcast

      • Operator — Broadcast Hub
      • Integrator — Broadcast Settings Hub
      • Analyst — Broadcast Analytics Hub
      • Instructions

        • How to Activate a Scheduled Broadcast?
        • How to Add Images to Broadcasts?
        • How to Check Broadcast Status?
        • How to Configure an Automatic Broadcast?
        • How to Configure Alias in Broadcasts?
        • How to Configure Broadcast Limits?
        • How to Create a Broadcast Template?
        • How to Create a Broadcast?
        • How to Create a Broadcast Topic?
        • How to Deactivate a Broadcast Topic?
        • How to Edit a Broadcast Draft?
        • How to Edit a Broadcast Topic?
        • How to Export Broadcast Results?
        • How to Format Messages in Broadcasts?
        • How to Launch a Broadcast Immediately?
        • How to Save a Broadcast as a Draft?
        • How to Find Contacts by File?
        • How to Send a Broadcast from the Clients Module?
        • How to Configure a Scheduled Broadcast?
        • How to Configure Subscription to Broadcast Topics?
        • How to View a Broadcast Report?
        • How to View Broadcast Results?
        • How to View Click Statistics?
        • How to View Delivery Statistics?
        • How to View Open Statistics?
  • Automation

    • Scenario Dialog (Legacy)

      • Integrator — Scenario Dialog Scenarios Hub
      • Explanations

        • Actions in Scenarios — What They Are and How They Work
        • About Using autobroadcast__create Action in Scenarios
        • About Copying Existing Bot Scenario
        • About ConnectiveOne Integration with Corezoid Through Operator Panel
        • About Displaying Images to User
        • About Email Categorization Using AI
        • About Facebook Ads Referral Tags
        • About Launching Scenario from Facebook Ads
        • About HTML Text Formatting in Telegram and Widget
        • About Inline Keyboard in Telegram and Widget
        • About Configuring Alias for Outgoing Dialog
        • About Payment via Bot
        • About Telegram Group Bots
        • About Telegram WebApp in Scenarios
        • About Viber Keyboard Styling
        • About Viber Start Message
      • Instructions

        • How to Add Translations to a Scenario?
        • How to Create a New Bot Scenario?
        • How to Create a Scenario Section?
        • How to Edit an Existing Bot Scenario?
        • How to Export or Import a Scenario?
        • How to Use an Action in a Scenario?
        • How to View and Restore Scenario Versions?
    • ActionJail

      • Operator — ActionJail Scenarios Hub
      • Instructions

        • How to Create and Maintain an Action in ActionJail (Administrator)
        • How to Clone an Action in ActionJail
        • How to Quickly Find an Action in ActionJail
        • How to Connect an ActionJail Action to a Bot Scenario (Integrator)
      • Reference

        • Actions Reference — Actions Guide
    • Integrations

      • Integrator — ConnectiveOne Integrations Hub
      • Explanations

        • Launch Scenario via Deeplink
        • Transfer UTM Tags Through Messages
        • What are ConnectiveOne Integrations
      • Instructions

        • How to Integrate Operator Panel as Widget in CRM/ERP
        • How to Configure Product Name for Zoho CRM
        • How to Integrate External System via Custom Channel
        • How to Get Data from API Using send_request
        • How to Send Data from ConnectiveOne via send_request
        • How to Configure User Subscription to Notifications
        • How to Launch Bot Scenario via API call_node
        • How to Integrate ConnectiveOne with eSputnik
        • How to Send Phone Broadcast via Route
        • How to Use ConnectiveOne API
        • How to Configure Operator Panel Webhook
      • Reference

        • API Reference — ConnectiveOne API Reference
    • Custom Data

      • Integrator — Custom Data Scenarios Hub
      • Administrator — Custom Data Scenarios Hub
      • Analyst — Custom Data Scenarios Hub
      • Instructions

        • Add Field to Model
        • How to Configure Field Display in Custom Data?
        • Configure Field Type
        • How to Create an Association Between Tables in Custom Data?
        • Create Group
        • How to Create a Data Model?
        • Edit Model
        • Export Filtered Data
        • How to Export Model Data?
        • How to Extend Client Contacts Table Through Custom Data?
        • How to Find Records by Filters?
        • Import Data from File
        • How to Save Data from Scenario to Custom Data?
        • Sort Records
        • How to Use AI Magic to Create Custom Data Models?
        • How to Use custom_modules__get Action to Get a Record?
        • How to Use Autocomplete Search in Custom Data?
        • How to Use custom_modules__set Action to Create a Record?
        • Validate Data
        • View Model Records
    • FileManager

      • Operator — FileManager Scenarios Hub
      • Instructions

        • How to Create a Jira Task with a File?
        • How to Delete a File or Folder?
        • How to Navigate to a Folder?
        • How to Upload a New File?
        • How to View the File List?
  • Artificial Intelligence

    • FastLinePro

      • Integrator — FastLinePro Scenarios Hub
      • Administrator — FastLinePro Scenarios Hub
      • Instructions

        • Activate KB Plugin
        • How to Check AI Agent Response in Scenario?
        • Check Synchronization Status
        • Configure Agent Prompt
        • How to Configure Agent Variables in FastLinePro?
        • How to Configure Chunking in FastLinePro Knowledge Base?
        • Configure KB Plugin Synchronization
        • Configure Knowledge Synchronization
        • How to Connect Knowledge Base to AI Agent in FastLinePro?
        • Create Agent
        • How to Create a Chatbot?
        • How to Create a Knowledge Base?
        • Deactivate KB Plugin
        • How to Prepare a File for FastLinePro Knowledge Base?
        • Run KB Synchronization
        • Update KB Files
        • Upload Files to KB
        • How to Use action_fastline_pro Action in Scenario?
    • Quality Assurance

      • Supervisor — Quality Assurance Scenarios Hub
      • Administrator — Quality Assurance Scenarios Hub
      • Analyst — Quality Assurance Scenarios Hub
      • Instructions

        • How to Adjust AI Assessment Criteria?
        • How to Approve Assessment?
        • Assess Request
        • Conduct Quality Check
        • How to Create a New Dialogue Assessment?
        • Export Assessments
        • Filter Assessments
        • Use Checklist
        • View Assessment Details
        • How to View Assessments List and Find the Needed One?
        • View Quality Dashboard
        • View Quality Reports
  • Statistics

    • Statistics

      • Supervisor — Statistics Scenarios Hub
      • Administrator — Statistics Scenarios Hub
      • Analyst — Statistics Scenarios Hub
      • Instructions

        • Apply Filters to Report
        • How to Configure CSAT (Customer Satisfaction) in Statistics?
        • How to Create and Configure a Funnel in Statistics?
        • Create Detailed Report
        • Create Funnel
        • Export Report
        • How to Export Statistics Data?
        • Set Target Metrics
        • View Daily Report
        • View Dashboard
        • How to View Metabase Dashboards in Statistics Module?
        • How to View Operator Schedule in Statistics?
        • View Shift Report
      • Reference

        • Statistics Metrics — Reference
  • Administration

    • Settings

      • Supervisor — Operator Panel Settings Hub
      • Administrator — System Settings Hub
      • Instructions

        • How to Activate or Deactivate a Bot?
        • How to Configure Authentication and Access Management?
        • How to Configure a Bot?
        • How to Configure Operator Calendars?
        • How to Configure Chat Parameters?
        • How to Configure Client Card Fields?
        • How to Configure Client Fields?
        • How to Configure File Parameters?
        • How to Configure Hot Keys?
        • How to Configure Instance Parameters?
        • How to Configure Operators in Chats?
        • How to Configure Roles and Access Rights?
        • How to Configure Styles and Scripts?
        • How to Configure Ticket Topics?
        • How to Configure General System Settings?
        • How to Configure Ticket Parameters?
        • How to Configure Timers for Chats?
        • How to Configure User Fields?
        • How to Create a New Bot?
        • How to View Bots List?
        • How to View System Status?
        • How to View Users List?
      • Reference

        • What Are Server Requirements for Hosting ConnectiveOne?
    • Access Recovery

      • Access Recovery — Scenarios Hub
      • Instructions

        • How to Enable Password Recovery Flow (Administrator)
        • How to Generate a Password Reset Link Manually (Administrator)
        • How to Reset Password Through "Forgot Password?"

How to Configure Authentication and Access Management?

Authentication and access management allow you to configure user login methods and centralized access management. ConnectiveOne supports SSO (Single Sign-On) through Google and integration with Microsoft Active Directory.

When You'll Need This

  • You need to configure Google login for users.
  • You need to integrate the system with Microsoft Active Directory for centralized access management.
  • You need to simplify the authorization process for users.
  • You need to centrally manage roles and access rights.

What's Important to Know

  • SSO (Single Sign-On) — technology that allows users to use one set of credentials to access the system.
  • Microsoft Active Directory (AD) — tool for centralized management of user accounts through LDAP.
  • SSO and AD settings are configured by technical support.
  • SSO does not automatically create new users — the user must be pre-created and activated.

Before You Start

  • You are logged in with administrator rights.
  • You have access to technical support or manager for configuration.
  • For AD: you have an Enterprise support package.

SSO Authorization Google

What is SSO?

SSO (Single Sign-On) is a technology that allows users to use one set of credentials (login and password) to access multiple systems or applications. This simplifies the authorization process, increases convenience and security.

Supported SSO Method

Currently the system supports only one SSO method — Google. This means users can use their Google account to log in to the system.

Work Logic

Existing user (activated):

  • If the user is already registered in the system and their account is activated, they can log in in two ways:
    • Through standard login (login/password)
    • Through SSO using Google credentials

New user or inactive account:

  • If the account does not exist in the system or is inactive, authorization will be blocked, even through SSO.

⚠️ Important: SSO does not automatically create new users. The user must be pre-created and activated in the system.

Examples of Login Page Appearance

SSO is the primary login method:

  • The page displays a large and bright element for login through Google SSO
  • Additionally, a button for standard login with login and password is indicated
  • Convenience and speed of login through Google is prioritized

Standard login is the primary method:

  • First, a login form with login and password is displayed
  • Google SSO is available as an additional option with less prominent visual hierarchy

SSO Configuration

💡 Note: For SSO configuration, contact technical support or your manager.

SSO configuration is performed by technical support and includes:

  • OAuth 2.0 configuration with Google
  • Redirect URI configuration
  • Email address mapping configuration
  • Authorization testing

SSO Limitations

  • Only Google SSO is supported
  • User must be pre-created and activated in the system
  • Email in Google account must match email in ConnectiveOne
  • SSO does not automatically create new users

SSO Benefits

  • Convenience — one login for all systems
  • Security — centralized access management
  • Speed — faster login without entering password
  • Fewer passwords — reduced risk of password loss

Microsoft Active Directory (AD) for Access Management

What is Active Directory?

LDAP (Lightweight Directory Access Protocol) is a protocol for accessing information about users and resources stored in a corporate directory, for example, Microsoft Active Directory (AD).

Active Directory is a Microsoft tool for centralized management of user accounts, their rights, and access to organization resources.

Work Logic with Active Directory (AD)

In ConnectiveOne, Active Directory capabilities are used for managing employee authorization. User management is fully performed through AD, and authorization is based on data verification through LDAP.

User verification:

  • If user email is found in AD, they are granted the ability to log in to the system
  • If email is not found in AD, login will be blocked

User data updates:

  • On each login attempt, the system updates user role according to the one passed from AD
  • Other data synchronized through LDAP is also updated (for example, name, position, etc.)

Access blocking:

  • If the user is deleted from AD or their account is deactivated, login to the system will be impossible

Configuration and Connection

Connection to Active Directory and synchronization configuration through LDAP is performed by technical support.

⚠️ Important: Availability of this function is provided only within the Enterprise support package.

Configuration includes:

  • Specifying AD server address (LDAP URL)
  • Role and user data synchronization configuration
  • Access and rights correctness verification
  • Synchronization frequency configuration (if necessary)

Integration Features

This approach allows centralized management of employee access and roles, reducing administrative load.

Changes in user access rights in AD are automatically updated in our system on the next authorization.

Authorization Errors

In case of an error, you receive a description of the problem.

Typical errors:

  • "User not found in AD" — user not found in Active Directory
  • "LDAP connection failed" — error connecting to AD server
  • "Invalid credentials" — incorrect credentials
  • "Account disabled" — account deactivated in AD

AD Limitations

  • Function is available only for Enterprise clients
  • Configuration by technical support is required
  • User email must match in AD and ConnectiveOne
  • Changes in AD are reflected on next authorization (not in real time)

AD Benefits

  • Centralized user management
  • Automatic role and rights synchronization
  • Reduced administrative load
  • Increased security through centralized access management

What Happens Next

After configuring SSO or Active Directory, users can use new login methods. When using AD, changes in access rights are automatically synchronized on the next authorization.

How to Verify Everything Worked

  • Check that SSO or AD is configured by technical support.
  • Test login through SSO or AD with a test user.
  • Ensure that users have correct access rights.
  • Check that role synchronization works correctly (for AD).

Related Materials

  • Configure general settings
  • Server requirements
  • Administrator guide
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