OAuth Configuration

Connecting OAuth in the Software and Troubleshooting Complex Scenarios

Background and Purpose

This SOP provides a step-by-step guide to connect OAuth in the software at both the agency and your account levels, including solutions for common troubleshooting issues. This applies to users managing multiple accounts or operating AI automation agencies.

Required Resources:

• Software Login Credentials (Agency & Accounts)

• Incognito Browser/Standard Browser

• Access to Account Settings and Account Marketplace

• Stable Internet Connection

Steps to Connect OAuth in the Software

1. Agency-Level OAuth Integration

Navigate to Agency-Level Settings:

• Go to Home or Settings > Integrations.

Initiate OAuth Connection:

• Click on the relevant OAuth option.

• Log in when prompted (ensure credentials are correct).

Confirm Connection:

• If successful, a green link icon will appear next to your account.

Troubleshooting Missing Connection:

• Use an incognito browser to log in.

• Access the platform directly through app.theplatform.com (not your white-labeled domain).

2. Account OAuth Integration

Identify Account Status:

• Log into your account under the agency.

• Look for a red banner indicating “No Active CRM Connection.”

Connect via Agency-Level Integration:

• Go to the agency workspace and click ‘Connect Accounts.’

• Your account will sync automatically if it belongs to the agency.

If Not Working (Stubborn Accounts):

• Log in directly to your account.

• Select Connect to the Software (Direct Connection).

3. Connecting Accounts Outside the Agency

Direct Login:

• Go to app.theplatform.com and log into the external account.

Initiate Direct Connection:

• Navigate to Settings > Integrations.

• Click ‘Connect the Software (Direct Connection).’

Select the Account:

• From the OAuth pop-up, select the specific account name.

Confirm Connection:

• Ensure a green link icon appears.

4. Troubleshooting Complex OAuth Issues

Accounts Refusing Connection:

• Check if the account is owned by your agency.

• Use Direct Connection instead of Agency-Level Integration.

Accounts Outside Agency Scope:

• Log in directly to the external account and follow Step 3.

‘You Don’t Own This Account’ Error:

• May occur with transferred accounts. Use Direct Connection.

Refresh OAuth Tokens:

• Reset the integration in Agency-Level Settings > Reset Connection.

Definition of Done:

• All relevant accounts (agency and external) display a green link icon.

• The “No Active CRM Connection” banner is removed.

• Accounts are successfully connected via Agency or Direct OAuth Integration.

FAQs

What should I do if my OAuth fails repeatedly?

• Use the Direct Connection method and check for account ownership.

Can I connect an account that is not owned by my agency?

• Yes, use Direct Connection and log in directly to the account.

What if I see “You Don’t Own This Account”?

• This may occur for transferred accounts. Use the Direct Connection process.

How do I confirm a successful connection?

• Look for the green link icon next to the account.

Summary

This SOP explains how to connect OAuth in the software at the agency and your account, including external accounts and troubleshooting common connection errors. The process includes logging in directly, using Agency-Level Integration, and utilizing Direct Connection for stubborn or external accounts. A successful connection removes red banners and displays a green link icon, ensuring seamless CRM functionality.