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PSA/docs/integrations/provider-setup-order.md
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Initial import of AlgaPSA codebase from PSA server 
Excluded: .git, node_modules, secrets/, compose.env, assemblyscript tgz

Source: /opt/alga-psa on psa.joliet.tech
2026-06-22 16:12:17 -05:00

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Provider Setup Order (Google + Microsoft)

Use this order for all CE/EE environments:

  1. Open Settings -> Integrations -> Providers.
  2. Configure provider credentials first:
    • Google: google_client_id, google_client_secret
    • Microsoft: microsoft_client_id, microsoft_client_secret, optional microsoft_tenant_id (common default)
  3. Save provider settings.
  4. Configure MSP SSO login domains for tenant discovery in Settings -> Integrations -> Providers:
    • Add one or more tenant-owned login domains (for example: acme.com).
    • Discovery uses these domains to map login email domain -> tenant provider configuration.
  5. After provider settings and login domains are ready, configure integration-level connections:
    • Settings -> Integrations -> Communication (Inbound Email)
    • Settings -> Integrations -> Calendar (Calendar Sync)
  6. Run OAuth connect/authorize from the integration forms.

Notes:

  • Microsoft and Google integration forms no longer require per-form client ID/client secret entry in CE.
  • MSP login SSO uses tenant-discovered provider credentials first.
  • If a login email domain is unresolved (no mapping or ambiguous mapping), MSP login falls back to app-level *_OAUTH_* provider availability.