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feat: add organization authentication notes for Connected Accounts flow#1041

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feat: add organization authentication notes for Connected Accounts flow#1041
eduwp90 wants to merge 2 commits into
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feat/token-vault-orgs

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@eduwp90 eduwp90 commented Apr 27, 2026

feat: add organization authentication notes for Connected Accounts flow

Description

The changes add extra information on how organizations affect the connected accounts/token vault flows


1. Token Vault — Intro paragraph rewording

File: auth4genai/intro/token-vault.mdx

The intro now says "including when the user signs in through an Auth0 Organization" instead of "Once an AI agent has authenticated a user with a supported external provider".

Before After
image image

2. Token Vault — New "Using Token Vault with Organizations" section

File: auth4genai/intro/token-vault.mdx

A new section was added between the flow description and "What is Token Vault". It explains that Organizations define session context, Connected Accounts link to the individual user profile, and Token Vault does not create a shared organization account.

Before After
image image

3. Token Vault — "How it works" step 1 rewording

File: auth4genai/intro/token-vault.mdx

Step 1 now explains that the user authenticates to the application first (including via Organizations) before the AI agent triggers the Connected Accounts flow.

Before After
image image

4. Integrations overview — New Note before Steps

File: auth4genai/intro/integrations.mdx

A <Note> was added before the setup Steps, telling org-enabled apps to configure the Connection the same way but have the user sign in to the correct organization first.

Before After
image image

5. Intro / Call Others' APIs — New Note after intro

File: auth4genai/intro/call-others-apis-on-users-behalf.mdx

A <Note> clarifies that Organizations affect session context, but Token Vault still exchanges tokens for the individual signed-in user.

Before After
image image

6. Get Started / Call Others' APIs — New Note before quickstart

File: auth4genai/get-started/call-others-apis-on-users-behalf.mdx

A <Note> tells org-enabled readers to authenticate in the target organization before initiating the Connected Accounts flow.

Before After
image image

7-9. How-To pages — Account Linking section replaced with shared snippet

Files: check-google-calendar-availability.mdx, list-github-repositories.mdx, list-slack-channels.mdx

The inline Account Linking text was replaced with <AccountLinking connectionLabel="Google|GitHub|Slack" /> from the shared snippet snippets/how-tos/account-linking.mdx.

The new snippet adds:

  • A clarification that Account Linking (merging Auth0 identities) is separate from Connected Accounts for Token Vault (authorizing external providers)
  • An Organizations note: sign the user in to the correct organization before starting the Connected Accounts flow

Before (shown below — old inline text on all three pages):

Google Calendar GitHub Slack
image image image

10. Google Integration — New Organization Note

File: auth4genai/integrations/google.mdx

A <Note> was added after the setup Steps, before "Test connection", explaining that each organization member authorizes their own Google account.

Before After
image image

11. GitHub Integration — New Organization Note

File: auth4genai/integrations/github.mdx

Same pattern: <Note> added after Steps, before "Token Vault configuration Example".

Before After
image image

12. Slack Integration — New Organization Note + text fix

File: auth4genai/integrations/slack.mdx

<Note> added after Steps. Also fixes a copy-paste bug: the Token Vault config text previously said "GitHub" instead of "Slack".

Before After
image image

13. OAuth2 Integration — New Organization Note

File: auth4genai/integrations/oauth2.mdx

<Note> added before "Learn more", explaining the org-aware setup pattern for custom OAuth2 connections.

Before After
image image

Shared snippets (propagate through includes)

These snippets are included in the pages above:

Snippet Change
snippets/how-tos/account-linking.mdx Expanded: Account Linking vs Connected Accounts clarification + Organizations note
snippets/integrations/learn-more.mdx New bullet: sign in to correct org before Connected Accounts
snippets/integrations/NextStepsBlock.mdx New bullet: Organizations + Connected Accounts note
snippets/integrations/next-step.mdx New bullet: Organizations + Connected Accounts note

Changes in docs/main


1. Token Vault Overview — New "Use with Organizations" section

File: main/docs/secure/call-apis-on-users-behalf/token-vault.mdx

A new section was added between "How it works" and "Supported token exchanges". It explains that Organizations define the session context, Connected Accounts link to the individual user profile, and Token Vault does not create a shared organization account.

Before After
image image

2. Connected Accounts for Token Vault — New Note in "How it works"

File: main/docs/secure/call-apis-on-users-behalf/token-vault/connected-accounts-for-token-vault.mdx

A <Note> was added in the "How it works" section, before the flow diagram, advising users to sign in to the correct organization before initiating the Connected Accounts flow.

Before After
image image

3. Configure Token Vault — New Note in "Configure Connected Accounts"

File: main/docs/secure/call-apis-on-users-behalf/token-vault/configure-token-vault.mdx

A <Note> was added in the "Configure Connected Accounts for Token Vault" section explaining that the connection is configured the same way, but the user must sign in to the correct organization first. Connected account and stored tokens remain tied to the user's Auth0 profile.

Before After
image image

4. Refresh Token Exchange — Step 1 updated with org context

File: main/docs/secure/call-apis-on-users-behalf/token-vault/refresh-token-exchange-with-token-vault.mdx

Step 1 ("Connect and authorize access") now mentions that if the application uses Organizations, the user signs in to the target organization before continuing with the Connected Accounts flow.

Before After
image image

5. Access Token Exchange — Step 1 updated with org context

File: main/docs/secure/call-apis-on-users-behalf/token-vault/access-token-exchange-with-token-vault.mdx

Same pattern as the refresh token exchange: Step 1 now mentions that if the application uses Organizations, the user signs in to the target organization before continuing.

Before After
image image

Not changed

File Reason
privileged-worker-token-exchange-with-token-vault.mdx M2M/service worker flow where the user is not present in an interactive session — org sign-in guidance does not apply

References

JIRA TICKET

Checklist

  • I've read and followed CONTRIBUTING.md.
  • I've tested the site build for this change locally.
  • I've made appropriate docs updates for any code or config changes.
  • [] I've coordinated with the Product Docs and/or Docs Management team about non-trivial changes.

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mintlify Bot commented Apr 27, 2026

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@eduwp90 eduwp90 marked this pull request as ready for review April 27, 2026 15:31
@eduwp90 eduwp90 requested review from a team as code owners April 27, 2026 15:31
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github-actions Bot commented Apr 27, 2026

Summary

Status Count
🔍 Total 126
✅ Successful 19
⏳ Timeouts 0
🔀 Redirected 20
👻 Excluded 87
❓ Unknown 0
🚫 Errors 0
⛔ Unsupported 0

Redirects per input

Redirects in auth4genai/get-started/call-others-apis-on-users-behalf.mdx

Redirects in auth4genai/integrations/github.mdx

Redirects in auth4genai/integrations/google.mdx

Redirects in auth4genai/integrations/oauth2.mdx

Redirects in auth4genai/integrations/slack.mdx

Redirects in auth4genai/intro/call-others-apis-on-users-behalf.mdx

Redirects in auth4genai/intro/integrations.mdx

Redirects in auth4genai/intro/token-vault.mdx

Redirects in auth4genai/snippets/how-tos/account-linking.mdx

Redirects in auth4genai/snippets/integrations/learn-more.mdx

Redirects in auth4genai/snippets/integrations/next-step.mdx

Redirects in auth4genai/snippets/integrations/NextStepsBlock.mdx

@lrzhou25 lrzhou25 self-assigned this Apr 27, 2026
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3 participants