Mastering Customer Identity and Access Management with Auth0

Explore the core concepts of CIAM, distinguishing it from traditional identity and access management, and learn why authentication and authorization are foundational building blocks for businesses.

Explore core authentication methods, including passwords, biometrics, and multi-factor authentication, to understand how strong security protects data and trust, while noting social login tradeoffs and passwordless trends.

Discover passwordless authentication with passkeys built on WebAuthn, using private and public keys, biometrics, and phishing resistance for secure, password-free sign-ins across devices.

Understand how authorization controls what authenticated users may do. Examine RBAC, ABAC, and policy-based access controls with hospital, finance, and training examples to prevent privilege escalation in CCM systems.

Define identity and access management as a framework of policies, processes and technologies that ensure right individuals access right resources, with authentication, authorization, and user management at its core.

Discover how customer identity and access management balances secure data handling, frictionless authentication, privacy, and regulatory compliance for external users and partners.

Compare IAM and CIAM to align security with user experience, revealing how IAM serves internal employees while CIAM handles millions of customer identities with seamless, scalable access.

Explore how CIAM enhances the customer experience with secure data management, frictionless authentication, social login, and single sign-on, powering adaptive MFA, fraud detection, and privacy compliance.

Map out the identity touchpoints across the customer journey—from website visits to support—using single sign-on, adaptive authentication, biometrics, and real-time risk signals to enable a seamless, secure experience.

Evaluate whether to extend your enterprise identity, build a custom solution, or adopt a purpose built customer identity platform to achieve scalable, secure, and privacy-compliant customer experiences.

Explore authentication and authorization protocols powering SIM solutions across devices, focusing on OAuth 2.0, OpenID Connect, and SAML to deliver secure, scalable access without sharing credentials.

Explore how an identity provider like Auth0 verifies user identity and enables secure access via social logins, single sign on, and multi-factor authentication to reduce friction and scale across platforms.

Explore OAuth 2.0 and the roles of claims and scopes in securing access with tokens. Learn how OAuth 2.0 integrates with RBAC, ABAC, and policy-based access control in real-world scenarios.

Explore OAuth 2.0 grant types, including authorization code, implicit, resource owner password credentials, client credentials, refresh token, and authorization code with PKCE, across web, mobile, and machine-to-machine use cases.

Learn key OAuth 2.0 features for CIAM, including delegated access and scope management. Explore token based authorization with short lived access tokens and refresh tokens enabling single sign-on across apps.

OpenID Connect, built on OAuth 2.0, adds an identity layer to verify who the user is and delivers an ID token with user claims for social logins and single sign-on.

Explain what a json web token is, detailing header, payload, and signature. Show how id tokens and access tokens enable authentication and resource access in openid connect and oauth 2.0.

Master SAML, an XML-based protocol for exchanging authentication and authorization data in enterprise environments. Learn how it enables single sign-on and federated identity management with IdP workflows.

Explore the differences between OAuth, OpenID Connect, OIDC, and SAML, examining authentication, authorization, token types, and use cases from delegated API access to enterprise single sign-on.

Compare Auth0 and Okta as two identity and access management leaders, highlighting developer-friendly integration, social logins, passwordless authentication, and adaptive MFA, and explain when enterprise-grade Okta is preferred.

This session explains customer identity and access management, its role in secure, engaging digital interactions, and how OAuth 2.0, OpenID Connect, SAML, and JWT enable it, including Auth0 and Okta.

Create free accounts for Auth0, GitHub, and Postman, and fork a repository to begin. Learn Postman concepts and use it to simulate authentication and authorization flows for the Siam platform.

Create a GitHub account from sign up to dashboard, covering email entry, strong password criteria, captcha verification, and verification code. Proceed with login, onboarding, and first repository setup.

Learn to sign up for Auth0, authorize GitHub via OAuth, and set up a tenant to access the development environment and the author dashboard for managing authentication and identity services.

Fork a pre-built lab, spin up a codespace, and create a dev tenant in Ohio to explore Auth0 settings, OAuth 2.0 scopes, and tenant workflows.

Master Postman to develop, test, and automate APIs for customer identity and access management. Sign up for a Postman account and explore the dashboard to craft requests and manage collections.

Explore Postman basics by organizing requests with collections, switching environments, and using variables, then create your first request to retrieve a random cat fact and receive a 200 response.

Test CIAM functionalities with Postman by simulating the OpenID Connect flow against Auth0, comparing browser-based redirections to the Postman sequence, and validating ID tokens.

Explore how the smart garden management and IoT platform uses Auth0 to secure B2C and B2B access, enabling real-time soil moisture monitoring, SSO, e-commerce, and cross-organization RBAC.

Set up an Auth0 account and GitHub workflow, including forking to access training resources. Build a foundation in postman and clarify the type of application for the CIM.

Explore the Auth0 dashboard and key features to connect the theory in section three with practical exercises and a real-world case study.

Explore four essential Auth0 resources—the Auth0 documentation hub, management API, SDK libraries, and Node.js client documentation—to enable autonomous setup, programmatic administration, and seamless integration in your apps.

Explore the key settings of your ortho tenant, including friendly name, environment tag, languages, subscription, tenant members, and session management, for secure, user-friendly access.

Identify Auth0 application types—regular web, spa, native, and machine-to-machine—and compare public and confidential apps, PKCE, and OAuth 2.0 grant types such as authorization code flow and client credentials.

Explore essential Auth0 application settings for managing user sessions, logins, and logouts in a high-level, postman-based workflow, focusing on login url, callback url, logout url, and backchannel logout uri.

Explore how APIs act as resource servers in OAuth 2.0, and how Auth0 issues access tokens with scopes and permissions to control app and user access.

Explore Auth0's authentication menu, covering database, social, enterprise, and passwordless connections, and learn how authentication profiles, bcrypt-backed storage, and single sign-on create secure, friction-reducing sign-ins.

Use the organizations feature to represent each business customer as a separate entity, enabling branded and federated login, organization-level membership, and API-driven self-management of users and roles.

Enable dynamic organization-based roles in Auth0 by injecting the appropriate role into the user's ID token at login. Define and deploy organization-specific roles using Auth0 actions to support cross-organizational access.

Centralize authentication across applications with universal login and a single Auth0 login page. Enable single sign-on, customize branding and languages, and secure flows with MFA and anomaly detection.

Customize email templates to align branding and tailor the customer experience for password resets, verifications, and welcome emails, and configure a custom provider like SendGrid or SES to apply them.

Explore Auth0 security features, including attack protection with brute force and breached password detection, adaptive multi-factor authentication, and the Security Center, then monitor real-time events and integrate with Splunk.

Use Auth0 actions, serverless functions that customize authentication flows at login, post login, and registration, with custom logic, security policies, third-party integrations, and enriched user profiles.

Create customizable forms in Auth0 with a visual editor that extends identity flows, provides front- and back-end validation, and keeps users in your tenant for progressive profiling and policy acceptance.

Master the Auth0 cli to backup, deploy, and manage resources like actions, branding, and client grants across multi-environment setups using export and import commands in npm-driven workflows.

Explore key configuration elements—applications, APIs, security settings, and actions—that secure and streamline user identity management, laying a foundation for practical implementation in an IoT customer identity and access management solution.

Configure an Auth0 CIAM tenant to support secure, multi-method authentication for B2C and B2B customers on a smart garden IoT platform, using organizations, RBAC, progressive profiling, and secure device communication.

Configure the Auth0 database for password and passkey logins, set password policies, enable universal login with identifier-first flow, and add Google and passwordless email code options for seamless authentication.

Configure two regular web applications in Auth0 for the IoT platform and the e-commerce app, serving B2C and B2B users via OpenID Connect, with authorization code grant and callback URL.

Test the OpenID Connect login flow using Postman with Auth0, register a user via Google, obtain an ID token, and create a session while configuring OAuth 2.0 and callback URLs.

Configure a machine-to-machine application in the Auth0 tenant to enable IoT devices to authenticate, obtain access tokens via the client credentials grant, and securely access the API.

Configure a new api named iotp in Auth0, explore the management api and scopes, and grant machine-to-machine permissions for the IoT application; test using the api explorer.

Test configured IoT application and API endpoint with Postman, obtaining an OAuth 2.0 client credentials access token from Auth0 to authorize requests using the scope and audience for IoT platform.

Configure organizations for b2b clients by creating organization records with a lowercase name and a display name, enable user/password, google, and passwordless connections, and disable automatic addition via email authentication.

Configure B2C and organization-level roles via dashboard and API, enabling B2B consultants to hold roles per organization. Create maintenance and admin roles and verify via endpoint.

Explore Auth0 security settings, enabling attack protection, IP throttling, brute-force and breached password detection, and configure MFA options; review the security center and threat monitoring.

Test 3 demonstrates validating security features by triggering authentication with postman, verifying CAPTCHAs and Toufar MFA, and debugging login flows in Auth0 with a new user.

Create and deploy a post-login action to add custom claims to the ID token, including user roles and organization details, enabling authentication and authorization in Auth0.

Explore testing B2C versus B2B user roles, assigning roles and organizations via dashboard or API, and verify id tokens and logs show correct authentication and authorization, including organization context.

Demonstrates adding a user to two organizations with distinct roles using the Auth0 API, assigning organization roles, and verifying role changes via ID tokens.

Create an onboarding form in Auth0 forms and flows, wire it to a flow with a router, store secrets in a vault, and update user metadata via the API.

Implement action progressive profiling by embedding a post-login form that checks fields, full name, job title, account type, and company name, and prompts for missing data via API prompt render.

Test progressive profiling by registering a new user via Postman, populate user metadata, verify token claims, and confirm the form appears only on first login and cookies persist between sessions.

Export and import Auth0 tenant configurations via the deploy CLI to back up with a single line of code, then store the config in a public GitHub repo.

Configure and deploy identity and access management via code by importing YAML settings with the CLI, creating a new application, and adjusting token lifetimes across dev and production tenants.

Master customer identity and access management with Auth0 by reviewing authentication, authorization, OAuth 2.0, OpenID Connect, SAML, identity providers, JWT, and MFA for a CRM.