⚙️ Admin Plan Setup

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This guide explains how to configure the WhatsApp Embedded Sign-up feature as a WhatsMarkSaaS administrator. This is an admin-only setup process that enables tenants to use the Facebook sign-in button for WhatsApp connection.

Admin Configuration Process

1. Access Plan Management

• Log in to your WhatsMarkSaaS admin account
• Navigate to "Plans" or "Subscription Plans" section
• Locate the plans where you want to enable WhatsApp Business API connection

2. Enable WhatsApp Embedded Sign-up Feature

• Edit the desired subscription plan
• Find the "Features" or "Capabilities" section
• Locate the "WhatsApp Business API" or "WhatsApp Embedded Sign-up" option
• Toggle this feature to "Enabled" or check the box to activate it
• Save your changes

3. Configure Connection Limits (Optional)

• Define how many WhatsApp Business accounts a tenant can connect
• Set usage limits if applicable
• Configure any additional parameters for WhatsApp API usage

What Tenants Will See

After you've enabled the feature in plan settings:

• Tenants subscribed to plans with this feature will see a "Connect with Facebook" button in their dashboard
• They can start the onboarding process by clicking this button
• The embedded sign-up flow will guide them through connecting their WhatsApp account

Tenant Connection Process

When a tenant uses the feature you've enabled:

1. They click the "Connect with Facebook" button
2. They authenticate with their Facebook account
3. They select or create a WhatsApp Business Account
4. They verify their phone number
5. The connection is established automatically

Managing Connected Accounts

As an administrator, you can:

• View which tenants have connected WhatsApp accounts
• Monitor usage statistics
• Troubleshoot connection issues
• Disable connections if necessary

Technical Implementation Details

Domain Configuration

1. Configure Allowed Domains
   • Access your Facebook applications panel
   • Navigate to Facebook Login for Business → Settings → Client OAuth Settings
   • Add your website domain to "Allowed Domains for the JavaScript SDK"
   • Enable these critical settings:
     • Client OAuth login
     • Web OAuth login
     • Enforce HTTPS
     • Embedded Browser OAuth Login
     • Use Strict Mode for redirect URIs
     • Login with the JavaScript SDK

Facebook Login Configuration

1. Create Business Configuration
   • Go to Facebook Login for Business → Configurations
   • Click "+ Create Configuration"
   • Select "Embedded Signup" variation
   • Configure required permissions:
     • whatsapp_business_management
     • whatsapp_business_messaging

Why These Permissions?

These permissions allow WhatsMarkSaaS to:

• Manage WhatsApp business settings
• Send and receive messages
• Handle template messages
• Manage phone numbers

Integration Process

When a tenant clicks the "Connect with Facebook" button, the following happens:

1. Facebook Login process initiates
2. User authenticates with Facebook
3. Required permissions are requested
4. WhatsApp Business account setup begins
5. Phone number verification process starts
6. Connection is established with WhatsMarkSaaS

IMPLEMENTATION NOTE

The integration uses Facebook's official JavaScript SDK and follows Meta's security best practices for business authentication.

Best Practices for Administrators

• Enable WhatsApp Embedded Sign-up only for plans that include WhatsApp features
• Clearly communicate to tenants that this feature is available
• Provide support resources for tenants who encounter issues during connection
• Regularly check that the connection system is working properly
• Monitor connection success rates and common failure points
• Keep your Facebook App settings up to date with Meta's requirements

IMPORTANT

Always ensure your Facebook App settings are properly configured before enabling the WhatsApp Embedded Sign-up feature for any plan. Incorrect configurations can lead to connection failures for tenants.

For any technical issues with the addon itself, contact Corbital Technologies support.