Overview

Automatically authenticating users to your Feedback portal and widgets is key to keeping a smooth, flowing experience. Setting up automatic auth ensures your users are seamlessly logged in and don’t have to create a separate Featurebase account to submit feedback or interact with your team.

In short, there are 2 main ways to automatically authenticate users:

• SDK: Easier setup for seamless logins and user data syncing, but requires users to visit from your app. It’s convenient because it automatically imports data as users interact with your app. However, users who come directly from the web are not authenticated.

• Single Sign-On: Seamless login for users who come from your app while also letting users who visit directly from the web log in with your company’s existing account. Ensures that users never have to create a Featurebase account. Syncs data during the authentication process.

Without setting up automatic user authentication, users have to manually create a Featurebase account using the manual authentication methods outlined below.

Automatic authentication:

1. Single Sign-On (SSO)

If your users already have an account in your web app, you can use Single Sign-On (SSO) to let them log into Featurebase with it. This way, they don't have to create a new separate account on Featurebase.

You can also use the SSO to sync user data and control access to your private organization, so users must authenticate before being granted access.

Learn to set it up: Public Portal Single Sign-On (SSO)

2. Featurebase SDK Identify

Use the SDK's identity functionality to automatically log in users visiting Featurebase directly from your app. You can also use it to sync your user data, so you can see who's giving you feedback and filter by user attributes, such as monthly revenue.

Note that when users visit the board directly, the automatic sign-in will not work, and it will look like our regular authentication page (as seen in the OAuth section).

Learn to set it up: SDK auto-authentication & data sync setup

OAuth or Email (default)

OAuth is the default method for users to log in if you haven't enabled automatic authentication methods like SSO or SDK. Users can log in using their existing Google, GitHub, or Discord accounts.

As seen from the screenshot above, users can also choose to log in using their email and password to create a new Featurebase account.

FAQs

More recommended steps:

• Sync customer data

• Web portal single sign-on (SSO) setup

• SDK auto-authentication & data sync setup