The Sign-In Configuration controls how people enter your public-facing application. You connect the Sign-In Configuration to a form template that you can assign to each event's registration setup.
A Sign-In Configuration that allows for Sign In only (Allow Sign In is checked and Allow Sign Up is unchecked) is typically used for internal or limited access public-facing applications where only accounts that already exist in the software can log in.
A Sign-In Configuration that allows for Sign Up is an open access registration site. This allows people to sign up with an email address and create a password to log into the application. The account is created in the software.
To create new a Sign-In Configuration:
- Click the Sign-In (LOGON) link from the Main Menu. The Logon Configurations page opens.
- Click the Add button. The Add Logon Configuration window opens.
- Enter the name of the logon configuration into the Description field.
- Enter a unique alphanumeric code for internal purposes into the Code field.
- Configure the options for the logon configuration:
- Allow Sign In - If checked, existing accounts can sign in. An existing account is an account that is already in the software, has the Internet Logon check box checked, a password and an email address.
- Allow automatic sign in by passing the Account Code in the URL - If checked, the account code is included in the registration URL so when the person clicks on the URL, he/she is automatically logged into the registration site.
- Enable Password Recovery - If checked, a link is available on the sign in screen to send the password via email. If unchecked, no link is available and the person attempting to log in cannot recover his/her password through the system.
- Allow Sign Up - If checked, accounts that do not exist in the software can sign up and log into the registration site.
- Add Organization Account and Contact - If checked, an account is created for the organization and the person who is signing up is added as a contact for the organization. The Organization field must display on the Add Account page and the person signing up must enter a value into the Organization field to create the account, contact and relationship between the two.
- Allow Account With Same Email - If checked, more than one account is allowed with the same email address. This potentially allows duplicate accounts (same user creates two accounts with the same email address); however, it also allows for multiple people to share a single email address. This is necessary if parents are registering minors or multiple people share the same department email address.
- Automatically select existing account - If checked, the system checks for a duplicate account based on the email address used during the sign up process. If the system finds a duplicate account, the account is automatically used to log into the registration site.
- Allow Sign In - If checked, existing accounts can sign in. An existing account is an account that is already in the software, has the Internet Logon check box checked, a password and an email address.
- Select the Details tab.
- Configure the following options:
- Enforce Robust Passwords - If checked, a password policy is enforced. You must check this if your organization requires PCI compliance. Passwords must:
- Be at least 7 characters
- Contain a mix of upper and lowercase letters and numbers
- Enable Captcha - If checked, reCAPTCHA is used on the registration site.
- Account Designations - Select the designation(s) to assign to any newly created accounts.
- Project - Only accounts/contacts in the selected Registration campaign can log in.
- Enforce Robust Passwords - If checked, a password policy is enforced. You must check this if your organization requires PCI compliance. Passwords must:
- Click OK.
Comments
18 comments
I cannot find the v19 equivalent option for the Logon to be positioned before selection page or before the payment page. Please advise.
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Sean, per Product Management this is coming next year.
--Carrie
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Can the v20 LOGON process also be used as a Standalone login? We are looking for the ability to have customers login to confirm/update their details, add/update Products & Services, Affiliations etc.
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Hi Sean. The logon process is simply a process to authenticate users, and the purpose of a Standalone login is only for creating new accounts.
Thanks!
--Carrie
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Thanks Carrie,
So if I want to offer an on-line portal for customers to update their details and opt in/out of mailing lists, what do you recommend?
Thanks.
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Sean,
Membership is your best bet (per Product Management).
--Carrie
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Sean, please keep us posted how you get on with this. We currently have iEBMS configured for "subscriber signup", "update my details/preferences", "password reset" and several other little bits
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In v20.9 L32, there is an option under Allow Sign-up called "Automatically select existing account". I don't see it documented. What is this functionality?
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Hi Pat,
When this parameter is turned on and a registrant attempts to sign up as a new account in public registration, the software will try to determine if there is already an existing account that matches the criteria (email and password). If an existing matching account is found, the software will not create a new account during the sign up process, but instead log in as that existing account.
Hope that helps,
--Carrie
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I'm trying to set this up so that people with existing accounts don't create additional ones. However, I don't see the "Automatically Select Existing Account" as an option in Edit Layout. What is the best configuration for preventing users from creating duplicate accounts?
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Hi Jillian,
That field should still be available on the layout for logon configurations. To prevent users from creating duplicate accounts, you can uncheck the field "Allow Account with Same Email", which will prevent a public user from signing up with an email that already exists in the system. The user will be required to enter a different email address in order to continue. For a more seamless experience, you can check the field "Automatically Select Existing Account", which will sign the user in as the account that uses the same email/password combination that was used to try to sign up.
Thanks,
Kim
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Thanks, Kim.
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I'm trying to add a LOGON Configuration but get the error "This record no longer exists" (see screenshot). I have clicked on "Add" and also am able to edit the Code although both the Code and Description defaulted to an existing Logon Configuration.
Is this a bug? Is there any other way how to use a Campaign to restrict Registration for an Event?
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Hi Elisabeth,
That looks like a software issue. Please submit a ticket with our Customer Support team. How were you adding a new configuration? Were you going to the window from the Main Menu or were you getting to it another way? Have you tried refreshing the browser since this came up?
Thanks,
Mike
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I have a shortcut to "Sign-In (LOGON)" on my Dashboard, then clicked on "Add".
I just tested it again opening it from the Main Menu and got the same error (but Description and Code was not pre-filled):
I'll wait with submitting the ticket until next week once we have the .99B Version on PROD
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That message is actually slightly different. It's telling you that there is another Logon Config with that code in the system. Try changing the code slightly (for example, TESTEB) and saving. Let me know if that works.
Thanks,
Mike
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Thanks, yes, this worked. But strangely I can't see any Configuration in the list with the Code "Test".
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I believe I was trying to recreate your issue at the same time you were trying to add a new configuration so you must have tried to add before my TEST one was deleted. Sorry for the confusion!
Thanks,
Mike
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