Vault CRM supports OAuth-based authentication using PingFederate.

Before you can connect with this authentication method, you must register a custom OAuth application in the PingFederate Admin Console, as described below:

• Open your PingFederate Admin Console.
• Navigate to Applications in the top menu.
• Select OAuth > Clients from the sidebar. The Client configuration page opens.
• Click the Add Client button.
• Set a unique value in the CLIENT ID and NAME fields. Note the values you set for these fields for later use.
• Next to the CLIENT SECRET input, click the Generate Secret button. Note the value generated for later use.
• In the ALLOWED GRANT TYPES section, enable Client Credentials.
• Set DEFAULT ACCESS TOKEN MANAGER to the Access Token Manager (ATM) instance that you want to designate as the default access token manager.
• Click Save to activate the client application.