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Using a Third-Party Login for Restricted Content in Fin & Help Center

  • February 10, 2025
  • 1 reply
  • 12 views

Hi everyone,

Our company offers a mentoring program when customers purchase a specific product package through a third-party provider. We now want to train Fin with this mentoring knowledge and make certain information visible only to these customers. So instead of watching content they can quickly ask something and Fin provides the answer. 

If I understand correctly, the necessary steps are:

  1. Set up a custom domain and enable cookie forwarding.
  2. Add the login link and set the Help Center to private.
  3. Upload the customer CSV file and add custom attributes.
  4. Assign articles to specific user categories, making them accessible only to the intended audience.

I have a question regarding step 2:
Fin states that the login link should match the custom domain. Is there a way to use the third-party provider’s website for login instead? This would allow us to instantly identify customers who purchased the mentoring program. Or is this only possible via custom attributes?

Would anyone have a better approach to achieve this goal of our company?

Thanks for your help! 😊

Best answer by Diogo Silva

Hello Doro, how are you?

Although using a third-party provider's website for login is not directly supported, you can use custom data attributes (CDAs) to identify customers who have purchased the mentoring program. Here's how:
Create a custom data attribute for the mentoring program.
When a customer purchases the program, update their profile with this attribute.
Use this attribute to filter and segment these customers, allowing you to provide them with specific content or access.
This approach allows you to identify and manage mentoring program client access to Intercom, regardless of where they initially log in.

I hope this helps you 😀

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Diogo Silva
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  • Answer
  • February 11, 2025

Hello Doro, how are you?

Although using a third-party provider's website for login is not directly supported, you can use custom data attributes (CDAs) to identify customers who have purchased the mentoring program. Here's how:
Create a custom data attribute for the mentoring program.
When a customer purchases the program, update their profile with this attribute.
Use this attribute to filter and segment these customers, allowing you to provide them with specific content or access.
This approach allows you to identify and manage mentoring program client access to Intercom, regardless of where they initially log in.

I hope this helps you 😀


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