Implement JWT Authentication Mechanism for Help Center

Implement JWT Authentication Mechanism for Help Center

Hello everyone!

 

This feature is released in a phased manner and will be available only to those who request for it. To request early access, click the registration link and provide your details. We will enable the feature for your Desk account. 

In the Desk help center, end-users can be categorized as either guest users or authenticated users based on their decision to log in or not.

 

  1. Guest Users: Guest Users, those who opt not to log in, have access to the knowledge base tab, where they can view help articles, submit tickets, and participate in the user community.

  2. Authenticated Users: Authenticated Users, those who opt to log in to the help center, have access to the knowledge base tab, viewing help articles, submitting tickets, viewing their submitted tickets, and actively participating in the user community. Authenticated users can perform various actions, such as following a topic, adding a topic, and commenting on existing posts. 

 

Authenticated users currently have the option to access the help center through self-signup or SAML authentication mechanisms. 

 

  • Self-signup: The self-signup option enables users to independently register and log in to the help center using their preferred credentials.

  • SAML: Security Assertion Markup Language is a mechanism used for exchanging authentic and authorized data between applications, particularly between an identity provider (IdP). Admins can configure SAML-based single sign-on (SSO) for end users, so they can access the help center without being prompted to enter separate login credentials.

 

We are now introducing another form of authentication mechanism called: JWT.

What is JWT Authentication?

JWT, or JSON Web Token, is a compact, URL-safe means of representing claims between two parties. In simpler terms, it's a secure way to transmit information between parties, ensuring the integrity and authenticity of the data being exchanged. In the context of the Desk Help Center, this means a more robust and reliable authentication process for the end-users. Admins can now configure the JWT-based authentication mechanism in Zoho Desk, adding an extra layer of security and control over user access for the help center.

 



 

JWT Authentication Mechanism



This feature is now available for standardprofessional, and enterprise plan users across data centers. For more information about the configuration, please refer to the help doc on JWT authentication mechanism for help center.


Important Note: Deprecation of Remote Authentication mechanism

Sooner the remote authentication mechanism for the help center will be deprecated hence requesting all existing users relying on the Remote Authentication mechanism to migrate to either SAML or JWT at their earliest convenience. 


We believe that these updates will contribute to a more secure and efficient help center experience. For any questions or feedback, feel free to share them with us in the comments section.


Thanks and have a great day!

 

Regards,

Varsha P.

Zoho Desk | User Education


    Access your files securely from anywhere

        All-in-one knowledge management and training platform for your employees and customers.







                              Zoho Developer Community




                                                    • Desk Community Learning Series


                                                    • Digest


                                                    • Functions


                                                    • Meetups


                                                    • Kbase


                                                    • Resources


                                                    • Glossary


                                                    • Desk Marketplace


                                                    • MVP Corner


                                                    • Word of the Day


                                                    • Ask the Experts



                                                              • Sticky Posts

                                                              • 2024 Email Authentication Standards: Elevating Security with Google and Yahoo

                                                                In contemporary email communication, email authentication plays a pivotal role in mitigating email fraud, spam, and phishing attacks. Brace yourself for a new level of security. Starting February 2024, Gmail and Yahoo will be implementing robust email
                                                              • Using Agent Email Address as From Address

                                                                Currently, while replying to a ticket, it is possible for agents to choose their own email addresses as 'from' addresses. Although we built this just for that little extra flexibility, in hindsight, it hasn't figured much in conventional usage.  Almost all businesses prefer that responses to their customers' tickets be sent from the common support/service email address and NOT from those of individual agents. During personal interactions at events, some of you have even made passing mentions about
                                                              • Edit and Delete options in Comments

                                                                A lot of teams have been using ticket comments extensively to collaborate everyday. Notification Center further improved this experience by bringing real-time updates. As we continue to build more improvements to this experience, we've shipped a small-yet-important
                                                              • Webinar 2: Supercharged customer support for growing business

                                                                Join us for this webinar and learn how to step up your support game using a real-time communication platform to generate happier, more successful customers. In this live webinar, we will will discuss the importance of SalesIQ for your support team and how it can help you:  Understand your customers better and their journeys to proactively support and engage them even before they ask for help.  Integrating real time conversations into Zoho Desk’s Support, providing a conversational customer service
                                                              • Customize Colors of your Customer Self Service Portal

                                                                You asked for it. We heard you. We're happy to roll out the most sought after feature request, Customizing the Colors of your Customer Self-service Portal. Now you can set the color of your customer portal to mimic your company's web site, so that your customers visiting the portal will not feel alienated by the default theme.  Go ahead and configure the color of the header, tabs, fonts and background according to your needs. You can either choose between default color themes like Blue, Grey, Green


                                                              Manage your brands on social media



                                                                    Zoho TeamInbox Resources



                                                                        Zoho CRM Plus Resources

                                                                          Zoho Books Resources


                                                                            Zoho Subscriptions Resources

                                                                              Zoho Projects Resources


                                                                                Zoho Sprints Resources


                                                                                  Qntrl Resources


                                                                                    Zoho Creator Resources



                                                                                        Zoho CRM Resources

                                                                                        • CRM Community Learning Series

                                                                                          CRM Community Learning Series


                                                                                        • Kaizen

                                                                                          Kaizen

                                                                                        • Functions

                                                                                          Functions

                                                                                        • Meetups

                                                                                          Meetups

                                                                                        • Kbase

                                                                                          Kbase

                                                                                        • Resources

                                                                                          Resources

                                                                                        • Digest

                                                                                          Digest

                                                                                        • CRM Marketplace

                                                                                          CRM Marketplace

                                                                                        • MVP Corner

                                                                                          MVP Corner









                                                                                            Design. Discuss. Deliver.

                                                                                            Create visually engaging stories with Zoho Show.

                                                                                            Get Started Now


                                                                                              Zoho Show Resources

                                                                                                Zoho Writer

                                                                                                Get Started. Write Away!

                                                                                                Writer is a powerful online word processor, designed for collaborative work.

                                                                                                  Zoho CRM コンテンツ



                                                                                                    Nederlandse Hulpbronnen


                                                                                                        ご検討中の方




                                                                                                                • Recent Topics

                                                                                                                • Deprecation of the Zoho OAuth connector

                                                                                                                  Hello everyone, At Zoho, we continuously evaluate our integrations to ensure they meet the highest standards of security, reliability, and compliance. As part of these ongoing efforts, we've made the decision to deprecate the Zoho OAuth default connector
                                                                                                                • Auto tagging

                                                                                                                  Some of the articles I enter into Notebook get there when I enter them in Raindrop.io and IFTTT copies the articles in Notebook. When this happens the notes are tagged but instead of useful one word tags with topic the tag pertains to the specific article
                                                                                                                • Work Order wont mark as Completed

                                                                                                                  I have a couple of work orders that won't mark as completed even when I've marked the Service Appointments as completed fully.
                                                                                                                • Kaizen #210 - Answering your Questions | Event Management System using ZDK CLI

                                                                                                                  Hello Everyone, Welcome back to yet another post in the Kaizen Series! As you already may know, for the Kaizen #200 milestone, we asked for your feedback and many of you suggested topics for us to discuss. We have been writing on these topics over the
                                                                                                                • How do I save audio files to my PC that I record into Zoho Notebook from my phone?

                                                                                                                  I was thinking of using Zoho Notebook as a way to store composition ideas, as well as for other things if it can handle this. For this to be useful for me though, I need to be able to have an easy way to download those audio files to my PC, either individually
                                                                                                                • Introducing Radio Buttons and Numeric Range Sliders in Zoho CRM

                                                                                                                  Release update: Currently out for CN, JP, AU and CA DCs (Free and standard editions). For other DCs, this will be released by mid-March. Hello everyone, We are pleased to share with you that Zoho CRM's Layout Editor now includes two new field formats—
                                                                                                                • How to filter subform report based upon main form report in dashboard

                                                                                                                  Hi Team, I am creating a dashboard in Zoho Analytics. I want to have a main form report and below I want to show subform report of main form. If I filter the main form with date then I want to show subform records based upon main form. how can I achieve
                                                                                                                • Search mails in shared mailbox

                                                                                                                  Hi everyone, is there a way to search mails in shared mailbox's? Search in streams or mail doesn't return anything from mails in shared mailboxes. Thanks! Rafal
                                                                                                                • Zoho CRM for Everyone's NextGen UI Gets an Upgrade

                                                                                                                  Hello Everyone We've made improvements to Zoho CRM for Everyone's Nextgen UI. These changes are the result of valuable feedback from you where we’ve focused on improving usability, providing wider screen space, and making navigation smoother so everything
                                                                                                                • Kaizen #186 : Client Script Support for Subforms

                                                                                                                  Hello everyone! Welcome back to another exciting Kaizen post on Client Script! In this edition, we’re taking a closer look at Client Script Support for Subforms with the help of the following scenario. " Zylker, a manufacturing company, uses the "Orders"
                                                                                                                • Change eMail Template for Event-Invitations

                                                                                                                  Hello ZOHO-CRM Team How I can change the eMail Template for Event-Invitations? I work with the German Version of the Free Version. I know how I can modify eMail alerts or Signature Templates, but where I can other eMails modify you send out? Thank you for your answer. Regards, Juerg
                                                                                                                • Changes to the send mail Deluge task in Zoho CRM

                                                                                                                  Hello everyone, At Zoho, we continuously enhance our security measures to ensure a safer experience for all users. As part of our ongoing security enhancements, we're making an important update on using the send mail Deluge task in Zoho CRM. What's changing?
                                                                                                                • Fail to send Email by deluge

                                                                                                                  Hi, today I gonna update some email include details in deluge, while this msg pops up and restrict me to save but my rules has run for one year. can you tell me how to use one of our admin account or super admin account to send the email? I tried to update
                                                                                                                • Writing SQL Queries - After Comma Auto Suggesting Column

                                                                                                                  When writing SQL Queries, does anyone else get super annoyed that after you type a comma and try to return to a new line it is automatically suggest a new column, so hitting return just inputs this suggested column instead of going to a new line? Anyone
                                                                                                                • Introducing Multiple Sandbox Types and Support for Module's Data Population

                                                                                                                  Register here for the upcoming Focus Group webinar on Multiple Sandbox | Help documentation to learn more about the new enhancements Hello everyone,  Sandbox in CRM is a testing environment for users to create and test new configurations like workflow
                                                                                                                • Is It Possible to Convert a Custom Module to a Quote?

                                                                                                                  I recently created a custom module in our CRM environment for RFQs so that our sales team can submit quote requests directly in Zoho rather than by email/phone. This allows for a cleaner overall process, minimizing potential errors and potentially encouraging
                                                                                                                • Convert invoice from zoho to xml with all details

                                                                                                                  How to convert an Invoice to XML format with all details
                                                                                                                • Importing into the 'file upload' field

                                                                                                                  Can you import attachments into the file upload field. I would expect it to work the same way as attachments do, But can't seem to get it to work.
                                                                                                                • Sync your Products Module for better context.

                                                                                                                  In customer support, context is everything. The integration between Zoho Desk and Zoho CRM helps your sales and support teams function as one, delivering better customer experiences. With the latest update to this integration, you can now sync the Product module in your Zoho CRM with your Zoho Desk portal. This feature enables products from Zoho CRM to reflect in the "product" field in Zoho Desk. This can save your support team valuable time and effort.    Some things to note when syncing the two:
                                                                                                                • CRM verify details pop-up

                                                                                                                  Was there a UI change recently that involves the Verify Details pop-up when changing the Stage of a Deal to certain things? I can't for the life of me find a workflow or function, blueprint, validation rule, layout rule ect that would randomly make it
                                                                                                                • Does Zoho Writer have Dropdowns

                                                                                                                  I want to add a drop down field in Zoho writer. Is this possible?
                                                                                                                • How can Data Enrichment be automatically triggered when a new Lead is created in Zoho CRM?

                                                                                                                  Hi, I have a pipeline where a Lead is created automatically through the Zoho API and I've been trying to look for a way to automatically apply Data Enrichment on this created lead. 1) I did not find any way to do this through the Zoho API; it seems like
                                                                                                                • Transitions do not update fields until the record moves to next stage

                                                                                                                  We have a blueprint where a couple of stages have multiple transitions. If only some of the transitions are completed, but not all, Zoho does not update any of the fields impacted by the completed transitions. Is there any way Zoho can udate the fields
                                                                                                                • Blueprint enhancements - Parallel and multiple transitions, and more

                                                                                                                  Last modified on Sep 4, 2023: All Zoho CRM users can now access these enhancements. Initially, these features were available only on an early access basis and by request. However, as of August 2, 2023, they have been made available to all users in all
                                                                                                                • Optimum CRM setup for new B2B business

                                                                                                                  Can some advise the most common way to setup Zoho CRM to handle sales for a B2B company? Specifically in how to handle inbound/outbound emails. I have spent hours researching online and can't seem to find an accepted approach, or even a tutorial. I have
                                                                                                                • using the Client script on the load of the form if service no is empty means then i want to make issue relate to is Service

                                                                                                                  using the Client script on the load of the form if service no is empty means then i want to make issue relate to field is Service if Purchae no is empty means then i want to make issue relate to is Purchase
                                                                                                                • Multiple header in the quote table???

                                                                                                                  Hello, Is it possible in Zoho CRM to add multiple headers or sections within the Quote product table, so that when the quote is printed it shows separate sections (for example “Products” and “Services”)? To clarify, I’m asking because: This does not appear
                                                                                                                • using the Client script I want to Hide Show the Fields

                                                                                                                  if Related to service means some of the field like service no want to shoe and hide Amc no , purchase no how i achive this let issu = ZDK.Page.getField('Issue_Related_To').getValue(); if (issu == 'Service') { var field_obj = ZDK.Page.getField('Warranty_Cases');
                                                                                                                • openUrl in blueprints

                                                                                                                  My customer wants to open a URL at the end of a blueprint transition. Seems this isn't possible right now but it would be very useful. In this thread, https://help.zoho.com/portal/en/community/topic/openurl-not-working the Zoho agent said that it's logically
                                                                                                                • Dropshipping Address - Does Not Show on Invoice Correctly

                                                                                                                  When a dropshipping address is used for a customer, the correct ship-to address does not seem to show on the Invoice. It shows correctly on the Sales Order, Shipment Order, and Package, just not the Invoice. This is a problem, because the company being
                                                                                                                • Prepayment of a sales order

                                                                                                                  How does everyone handle this common (at least it is common for us!) situation? We require all our orders to be fully prepaid before shipment since we manufacture made to order, custom products. Since ZOHO does not allow a sales order to be prepaid, we are forced to create an invoice at the time an order is placed to allow the customer to pay it. Our sales category is therefore skewed, since the sale was actually booked at the time an order was placed, rather then at the time it is shipped, which
                                                                                                                • Access to Specific Zoho Desk layout for external parties

                                                                                                                  Hi, We have a partner who handles for us sales requests from specific markets. He is not a Zoho Desk user. But we want him to b part of a specific Zoho Desk layout to handle inquiries.  How to achieve it in the easiest way possible?
                                                                                                                • Deposit on a Sales Order

                                                                                                                  Good day, 100% of my business is preorders, no inventory. I am trying to run away from QB for one of my businesses, but I require two options that I don't seem to find with Zoho Books. 1 - If there is a way to apply a deposit on a sales order, as with
                                                                                                                • How Does Knowledge Base Search and Article Recommendation Work?

                                                                                                                  Hello, I would like to understand how the Knowledge Base search engine works. Specifically, does it search based on: The article title only? The full article content? Both, the article and the content? Keywords? Tags? Also, how does the system determine
                                                                                                                • validation rules doesn't work in Blueprint when it is validated using function?

                                                                                                                  I have tried to create a validation rule in the deal module. it works if I try to create a deal manually or if I try to update the empty field inside a deal. but when I try to update the field via the blueprint mandatory field, it seems the validation
                                                                                                                • Bulk Delete Attachments

                                                                                                                  Is there a way to bulk delete attachments on the form entries? our storage is full and deleting files one by one is pain taking process.
                                                                                                                • How do I sync multiple Google calendars?

                                                                                                                  I'm brand new to Zoho and I figured out how to sync my business Google calendar but I would also like to sync my personal Google calendar. How can I do this so that, at the very least, when I have personal engagements like doctor's appointments, I can
                                                                                                                • Zoho CRM || Unable to Bulk Assignment of Territories for Contacts

                                                                                                                  Dear Zoho CRM Support Team, I hope this email finds you well. We recently performed a bulk upload of Contacts into Zoho CRM using the official sample Excel template downloaded from the CRM. The upload itself was completed successfully; however, we encountered
                                                                                                                • Cannot get code to work with v2.mergeAndStore!

                                                                                                                  Please can someone help me pass subform items into a repeating mail merge table row using v2.mergeAndStore? I have a mail merge template created in Writer and stored in Workdrive. This template is referenced by a custom CRM function which merges all of
                                                                                                                • Ability to CC on a mass email

                                                                                                                  Ability to CC someone on a mass email.
                                                                                                                • Next Page