How do I send SSO links to clients instead of adding an account on my PC?

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1

What are you trying to achieve?

I made an automatic invoicing system for my uncle and instead of him paying someone else to do them he now pays me, however i want to find out how can i send him him a link to create a connection to an app eg. Google docs instead of me having to add his account to my pc.

Steps taken so far

I already created his scenario i just want to know for future reference.

2

Hi @Tyreece_S,

I am not sure if I follow your logic here. Could you elaborate on your setup and what you want to happen?

Please, follow these steps when asking a question, and you’ll be more likely to get a helpful answer:

:writing_hand: Give us a detailed explanation of what you’re trying to achieve

:footprints: Tell us about any steps you’ve tried so far

:camera_flash: Include screenshots of:

  • your scenario flow and setup (functions, mappings, variables, etc.)
  • module configurations and outputs
  • any error messages you are getting

:card_file_box: Share the blueprint of the scenario you are asking a question about. (this does not contain any connection or personal information)

Scherm­afbeelding 2024-05-20 om 07.38.48
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Henk
Certified Make Expert and Partner

3

I want to start my own automation creation agency , but modules require account connections , i don’t want to be adding client accounts to my own PC to gain access to their google sheets for example, how do i set up something where i can create a connection to a module by just sending them a SSO link:)

4

Well, there are several ways of working with customers and their connections. You might find this useful: How do people monetize the use of Make? - #2 by Henk-Operative

Generally, there is nothing wrong with adding customers’ connections to your Make account. As long as you can keep the overview and don’t mind that operations cannot be traced easily.

On the other hand, I’d advise you to open (or have open) new Make accounts for your customers, which you can access as an App developer. This makes everything nice and separated, you can do your thing and if in the future the customer wants to move on, it can happen with a few clicks.

If you are technical enough, you can also use Make’s API to programmatically add connections to your Make account: https://www.make.com/en/api-documentation/connections-post#connections-post

Cheers,
Henk

5

Thank you so much , you’re a star :pray:. So how do i invite myself as a developer onto their account, and will i be able to edit their scenarios from my personal account or from theirs

6

You can find all the information you need right here: https://www.make.com/en/help/access-management/organizations#adding-users-to-organizations

Cheers,
Henk