Using iMIS with PheedLoop

Please note, use of this feature requires iMIS SSO integration to be included in your organization’s contract. This is a paid feature, for pricing information, please reach out to sales@pheedloop.com for more information.

iMIS is one of the many single sign-on integrations we support at PheedLoop. For organizations that make use of iMIS, the key advantage to this integration is the ability to login with their iMIS account.

Please note, PheedLoop Go! and PheedLoop OnSite! do not support SSO integrations.

Step 1) Setting up the client-application in iMIS

For a complete understanding of this process, we recommend reviewing the iMIS guide for more information.

To add the third-party client application to iMIS, do the following:

1. Go to Settings > Contacts > Client applications.
2. Select Add client application.
3. Enter the Client ID. This can be any name you choose. The name is recommended to reference PheedLoop. This name cannot be edited after the client application is saved.
4. Enter the Client secret. The Client secret is used to authenticate the application's identity to iMIS upon an access token request and should not be publicly shared.
5. In the Refresh token lifetime (minutes) field, enter the expiration value of newly generated refresh tokens. The maximum allowed value is 60 and can be invalidated earlier when the cache is cleared. An input of 30 is recommended.
6. Enter the Login redirect URL. This is the link to PheedLoop’s application, where the user will be redirected.
   1. Input https://pheedloop.com/organization/{organizationCode}/imis/redirect/
   2. You can access your organization code by logging into dash.pheedloop.com and copying the 18 digit alphanumeric organization code in the URL. For example, ORGXXXXXXXXXXXXXXXXXX, which would populate as https://pheedloop.com/organization/ORGXXXXXXXXXXXXXXXXXX/imis/redirect/
7. Select Save

Step 2) Add the client-application redirect to a page

The next step is to set up your client application to redirect to an external page. This step is necessary in order for users to be redirected when logging in via PheedLoop. Please refer to the iMIS guide for exact instructions on this step.

Please note that when completing this step, the preconfigured security on the Access Settings tab must be set to Authenticated Users Full Control. This step is important for iMIS to function within PheedLoop.

Step 3) Connecting to iMIS

1. From the Event Dashboard, select your email on the top right corner and select Settings

2. Navigate to Integrations

3. Scroll down to Single Sign On Integrations and under iMIS, select Not Connected

4. Under the iMIS Client ID field, enter the ID you have set within iMIS
   1. Please ensure that what is inputted here matches the Client ID inputted in the “Setting up the client-application in iMIS step” or you may experience issues.
5. Under the iMIS Client Secret field, enter the Client Secret you have set within iMIS
   1. Please ensure that what is inputted here matches the Client Secret inputted in the “Setting up the client-application in iMIS step” or you may experience issues.
6. Under the iMIS Authorize URL field, enter the authorize URL for your iMIS account, which was created in the “Add the client-application to a page” step.
   1. Include the https prefix with the URL. For example, https://pheedloop.imiscloud.com/DEV/SSO/PheedloopDev-SSO-Redirector.aspx
7. Under the iMIS Root URL field, enter your Root URL for iMIS
   1. Please note, the Root URL must not contain any trailing slash or issues may occur. - For example, if the URL is https://pheedloop.imiscloud.com/DEV/SSO/PheedloopDev-SSO-Redirector.aspx, the Root Url will be: https://pheedloop.imiscloud.com
8. Select Submit

iMIS will now be connected to your PheedLoop account. When users are prompted to login to PheedLoop, a new button leading to the login page for iMIS. Once users login with their iMIS credentials, they will be logged into and can proceed in the portal.

Once users have logged in through iMIS, the following information is carried over into PheedLoop:

• First Name
• Last Name
• Email

Step 4) Configuring iMIS within the Event Dashboard

Event Administrators can decide where iMIS appears as a login option in the front end portals. Please review our Configuring your Single Sign-On Provider with PheedLoop article for more information.

Disconnecting iMIS

If your organization would like to swap out credentials you will need to remove the existing keys for your integration.

1. From the Integrations page, scroll down to Single Sign On Integrations
2. Under iMIS, select Connected
3. Select Clear Keys