Hi
We would our clients to log in to their QF account directly from our website, would it be possible and how can this be done?
Thank you
There are a few ways you can do this.
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The simplest is to just add a link from your website to the login page (e.g.
http://myclientarea.quickfile.co.uk). -
If you want to retain the URL your site runs under you could iFrame the login page and link to that.
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For more sophisticated integrations (i.e. without secondary logins) there are some functions in the API to request tokenised links to the client area (Client_Get method). This method would be ideal if you were asking the client already to login into your system and you wanted to provide a link direct to their client area in QuickFile, without asking them again to login.
Yes, I’d like to include a link on my website to the login page, unfortunately, there is no such thing as a login page in QuickFile or am I missing something?
The login page is the page where you login as the administrator e.g. http://myclientarea.quickfile.co.uk, this also serves as a login page for your clients.
Oh, I think I know where the confusion is…
I don’t want my clients to log in to see invoices I issued to them.
I would like my clients to be able to login to their QuickFile accounts.
Hope this makes sense, if not please let me know and I will try to explain it better.
Are you an Affinity user? I assumed you were a regular QF user looking to provide access to clients.
With Affinity any account your’re managing will work on a specific sub-domain e.g.
https://company2.quickfile.co.uk
https://company3.quickfile.co.uk
https://company4.quickfile.co.uk
etc...
Each client can only login through their own sub-domain. If you log into a given account from Affinity and have a look at your address bar you will see the sub-domain here.
For this to work you’d need to keep a record of all your clients sub-domains and expose it on their account within your application.
Thank you. Yes, that’s what I thought. So there is no easy way of doing it?