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Sign in to WordPress using a NeonCRM constituent account. Wordpress Tutorial

Noted That:

  • To install correctly this neoncrm-sign-in.zip .
  • Fisrt Download the neoncrm-sign-in.zip to your computer
  • Extract/Open neoncrm-sign-in.zip to Your Computer.
  • Then, Find readme.txt file inside neoncrm-sign-in.zip and Open readme.txt .
  • Now, Read the Requirements of this plugin. Which Wordpress Version and PHP Version are required to run this Plugin in Your Wordpress Site.
  • Then, Follow the Tips Below.

Start the Tips:

1. First Download " neoncrm-sign-in.zip " Plugin to your Local Computer. (Click Download)

2. Then, Login to your " yourdomain.com/wp-admin " Dashboard.

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3. Then, Click on " Plugins " + " Add New " from left sidemenu of Dashboard.

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4. Now, Click on "Upload Plugin" button.

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5. Now, Browse " neoncrm-sign-in.zip "  Downloaded plugin from your computer, Where you downloaded neoncrm-sign-in.zip According to Step – 1 Above then, click on " Install Now"

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6. Now, Click on " Active Plugin"

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7. Then, See left sidemenu. " NeonCRM Sign-In " folder is added on left sidemenu. Now, Click on " NeonCRM Sign-In " folder.

   Noted that: If you do not see " NeonCRM Sign-In " folder on left sidemenu then, see at left sidemenu " Settings " or " Tools ".

8. Now you configure yourself oR Watch video tutorial below about  NeonCRM Sign-In Configurtions and Settings or How to work " NeonCRM Sign-In " in your WordPress site.

 

oR

After Activated Plugin According to Step-6 then,

  1. Go to " Plugins " + " Installed Plugin " from Wordpress Admin Panel Leftside Menu.
  2. or Direct go to: https://yourdomain/wp-admin/plugins.php
  3. Then, Find " NeonCRM Sign-In " Activated Plugin from Plugin List.
  4. Then, Click on " Settings " from Plugin that is NeonCRM Sign-In
  5. Now, Edit/Add/Config the setting and Click on " Save Changes " button,
WP Plugin Setting



Guide

Setup

  1. Obtain a NeonCRM account. Learn about NeonCRM
  2. Ensure that OAuth is enabled for your NeonCRM system. This guide can help you determine whether the API is enabled for your system:
    OAuth Keys
  3. Generate an API key to be used with this plugin. This guide explains how to generate an API key: API Keys
  4. Extract all files in the ‘neon-events’ plugin to the ‘/wp-content/plugins/’ directory,
  5. Activate the plugin through the ‘Plugins’ menu in WordPress.
  6. Navigate to Settings -> NeonSSO Settings
  7. Enter a valid API Key, Organization ID, OAuth Client ID, and OAuth Secret Key into the plugin settings.

Use

Once the plugin is properly configured (following the steps above), a new login button will appear on your login page.

  1. Users with NeonCRM constituent accounts should click that button to log in.
  2. They will be directed to the NeonCRM login screen.
  3. After entering their credentials, they will be redirected BACK to WordPress and taken to their profile page. The sign-in process will automatically populate their WordPress profile with data retrieved from NeonCRM, including First Name, Last Name, Email, and Login name.

Menus

You can add the sign-in link to your navigation menus by going to Appearance > Menus . You may need to toggle this new section in the Screen Options .

Standard Shortcode

You can use a shortcode to place a login link anywhere on your website. This shortcode will direct users to the admin dashboard upon successful login:
[neon_sign_in_link]

You can also include your own CSS classes in this shortcode:
[neon_sign_in_link class=”btn btn-default”]

And, you can override your default button text like this:
[neon_sign_in_link]Member Login[/neon_sign_in_link]

Redirection Shortcode

Place this shortcode within a page or post. Users who follow this link will be redirected back to the page or post:
[neon_sign_in_link_return]

You can also include your own CSS classes in this shortcode:
[neon_sign_in_link_return class=”btn btn-default”]

You can also send users to a different page on your site:
[neon_sign_in_link_return redirect_to=”https://mysite.org/specific-page”]

And, you can override your default button text like this:
[neon_sign_in_link_return]Sign In and Return to this Page[/neon_sign_in_link_return]

Caveats

  • This plugin expects that your user accounts exist in NeonCRM and do not yet exist in WordPress. If you need to link an existing WordPress user to an existing NeonCRM user, you will need to enter their NeonCRM Account ID in the appropriate field on their WordPress profile page.
  • WordPress requires each user to have a unique email address. NeonCRM does not. This means it’s possible for multiple NeonCRM users to have the same email address. If a user tries to log in to WordPress using this plugin and their email address has already been associated with a WordPress user, the login will fail. The plugin does not yet gracefully deal with this issue, largely due to the structure of NeonCRM.

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