Customer Onboarding & Single Sign-On (SSO)
The APEX Customer Onboarding and Single Sign-On (SSO) capabilities provide a configurable, secure way to bring your customers into your product. These capabilities enable you to create customized onboarding flows and secure authentication without building these systems from scratch.
Overview
APEX Onboarding lets you create multi-step registration processes tailored to your business needs. Combined with our Single Sign-On solution, you can provide a seamless experience for your customers from their first interaction with your product.
Single Sign-On with Azure AD B2C
APEX uses Azure Active Directory B2C (Azure AD B2C) as its authentication provider, giving you:
- Enterprise-grade security
- Customizable login experiences
- User management capabilities
- Support for social identity providers
- Password reset functionality
You can configure the SSO experience through the B2C Configuration section in your tenant configuration, specifying details like:
- Authority URLs
- Client IDs
- Redirect URLs
- Required scopes
Configurable Onboarding Process
The onboarding process is fully configurable through JSON, allowing you to define:
- Multiple Steps: Create a logical progression of screens for your users
- Custom Fields: Collect only the information you need
- Conditional Logic: Show or hide fields based on previous responses
- Validation Rules: Ensure data quality and completeness
Configuring Onboarding Steps
Each step in your onboarding process can be configured with:
- Title and description
- Form elements and layouts
- Conditional rules for displaying the step
- Webhooks to integrate with other systems
- Notifications to send to users or administrators
Example use cases:
- Multi-step registration forms
- Document collection processes
- Identity verification
- Company or individual user setup
Data Collection Configuration
The onboarding schema supports collecting various types of information including:
- Contact details
- Company information
- Subscription choices
- Document uploads
- Bank account details
You can configure which fields appear, their validation rules, and how they're grouped on the screen.
Integration Capabilities
The onboarding process integrates with other systems through:
- REST API endpoints for data exchange with external services
- Email notification services with customizable templates
- SMS and WhatsApp messaging for real-time status updates
Getting Started
To implement Customer Onboarding & SSO for your product:
- Define your onboarding requirements and user journey
- Configure your tenant through the JSON schema editor
- Set up your Azure AD B2C connection with appropriate policies
- Test the complete flow with sample users and scenarios
For detailed implementation instructions, configuration options, and API references, please refer to our Technical Documentation: Customer Onboarding & SSO Integration
Contact your APEX solution architect for assistance with configuration and implementation best practices.