Advisor Portal Prospect (Element) SSO & iFrame

Purpose: This Article will provide steps on how to SSO to specific pages within Advisor Portal.

Simple Use Case: You would like users to land on commonly used pages when they SSO, such as a specific prospect.

Scope and Outputs: How to implement contextual SSO or iFraming for Advisor Portal.

Process Overview: After retrieving the Advisor Portal token (https://developers.orionadvisor.com/guides/generating-an-advisor-portal-element-token/) provide the routeUrl to authenticate to a specific page in Advisor Portal.

Process Steps:

You can directly navigate to a specific Element household by utilizing the Single Sign on and/or iFrame endpoints. There are a variety of query parameters that allow you to pass specific details via a GET request to directly navigate to your specific household, even if you’re starting a new household via an integration.

Environment Base Urls

Environment	BaseUrl
Development	`https://dev.orionelement.com/web/#/login`
Stage	`https://stage.orionelement.com/web/#/login`
Production	`https://www.orionelement.com/web/#/login`

Required Parameters

The following parameters are required, and must be supplied for each call. If only these parameters are supplied, you will be routed to a brand new Prospect

Parameter	Accepted Values	Details
element_token	See Authentication Page	Your element token from your authentication call
routeUrl	/rep/proposal	Enforces navigation to the Prospect

Example :

An example of navigating to a new prospect in the SSO or iFrame experience

https://dev.orionelement.com/web/#/login?element_token=MyToken&routeUrl=/rep/proposal

Optional Parameters