Managing Web Portal Credentials (Browser)

In order to access your Members Only Portal, your members and their related profiles need a username and password. You can either create the login credentials (username and password) for the profile when they become a member, or the member can create their own password using their email address.

Adding a Username and Password

  1. Go to the Profile Edit screen.
  2. Click on the Web Portal Credentials tab (left side).

  1. Click Change Credentials.
  2. Enter a Username.
  3. Enter a Password.
  4. Click Save and Continue Editing.

The password you entered will be encrypted and the screen will update to be read-only again and display a placeholder for the password. It will not have the same number of characters as your password.

Pushing a Link out to the Member

The profile MUST have an email address under the General Information tab for this work.

  1. Go to the Profile Edit screen.
  2. Click on the Web Portal Credentials tab (left side).
  3. Click Send Password Reset Email.

  1. Click Yes to confirm.

The member will then receive an email with a link to set their new password. This link will expire after 24 hours for security compliance.

Pushing a Link in a Customized Email

To send a customized email with the password link (to one or more profiles):

  1. Click on the Communication menu and Send Email.
  2. In the Message tab, use the HTML Editor to compose your message.
  3. To insert the username and password, click the Special Field dropdown and insert "Portal Login Credentials Link" wherever you want the username and password to appear.
  4. If you are Organization Member based and wanting to use the [[PORTALLOGINLINK]] special field to send credentials to employees of Member Organizations, you have to build the list a bit differently. Start in the Profile Selector to target Members and run this search first. Then, scroll down to Related Profiles and run a second search to "Replace Results" with primary related profile OR employee relation type. That way, the individual will be sent their login credentials for their unique profile, not the Organization's profile.

When you send the email to one or more profiles, it will automatically populate with each profile's username/email address, and a unique link to set or reset the password.

The link will expire after 24 hours for security compliance. 

  1. Complete the process to send your email. Click here for more information.

Editing a Password

  1. Go to the Profile Edit screen.
  2. Click on the Web Portal Credentials tab (left side).

  1. Click Change Credentials.
  2. Make the desired changes and click Save and Continue Editing.

Resetting a Password

  1. Go to the Profile Edit screen.
  2. Click on the Web Portal Credentials tab (left side).
  3. Click Send Password Reset Email.

  1. Click Yes to confirm.

The member will then receive an email with a link to set their new password.

The link will expire after 24 hours for security compliance.

Deactivating a User

Inactive means the user will not be able to log in even if you configured your portal to be available for all profiles with a username and password.

  1. Go to the Profile Edit screen.
  2. Click on the Web Portal Credentials tab (left side).
  3. Place a check next to Inactive.

  1. Click Save and Continue Editing.

If your portal is restricted to Members and Related Profiles, you do NOT need to inactivate dropped members or former employees. They will automatically be denied access.

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