Configure External Providers

NOTE: The use of external providers is an advanced SmarterTrack feature. Because external providers are designed to meet specific company needs, the development and integration of external providers requires programming knowledge.

System administrators can use external providers to extend the functionality of SmarterTrack. External providers can be used for login and authentication; to verify if customers are authorized to submit tickets or initiate live chats; and other various configurations.

Applies to SmarterTrack 11.x-12.x

Follow these steps to configure an external provider:

  1. Log in to the SmarterTrack management interface as a system administrator.
  2. Click the Settings icon.
  3. Expand the Tools folder and click External Providers in the navigation pane. The external provider settings will load in the content pane.
  4. On the Options tab, enable the appropriate external provider: Login Provider, Registration Provider, Custom Field Provider, Ticket Provider, Live Chat Provider, User Information Provider, or Events Provider.
  5. Select the appropriate external provider tab: Login Provider, Custom Field Provider, Ticket Provider, Live Chat Provider, User Information Provider, or Events Provider.
  6. In the Web Service URL field, type the URL to the Web service.
  7. In the Web Service Password field, type the password used to authenticate the Web service.
  8. Click Save.

Applies to SmarterTrack 8.x-10.x

Follow these steps to configure an external provider:

  1. Log in to the SmarterTrack management interface as a system administrator.
  2. Click the settings icon.
  3. Expand the System Settings folder. Select the Setup tab.
  4. Click External Providers in the navigation pane. The external provider settings will load in the content pane.
  5. Enable the appropriate external provider: Login Provider, Custom Field Provider, Ticket Provider, Live Chat Provider, User Information Provider, or Events Provider.
  6. Select the appropriate external provider tab: Login Provider, Custom Field Provider, Ticket Provider, Live Chat Provider, User Information Provider, or Events Provider.
  7. In the Web Service URL field, type the URL to the Web service.
  8. In the Web Service Password field, type the password used to authenticate the Web service.
  9. Click Save.

Any other settings are optional. For more information, refer to the External Providers section of the SmarterTrack Online Help.

 

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