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| − | === Forgotten Password feature of the End User Portal === | + | =This Content Has Moved House= |
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| − | Emersion provides a sophisticated Forgotten Password feature to Retail Service Providers (RSPs) with an End User Portal. This feature is designed to fully empower your customers to reset their passwords without needing to contact the Retail Service Provider for assistance.
| + | This article has been moved to our new home for documentation and help content, the new Emersion Knowledge Base. |
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| − | The notifications support both sending an email with a link to reset the password, and also simply resetting the password and sending the new password via SMS.
| + | We are sorry for the untidiness while we are shifting locations and we appreciate your patience during the transition to our new home. |
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| − | [[file:1-forgotten-password-link-on-end-user-portal.png]] | + | [https://resources.emersion.com/display/EKB/Forgotten+Password Take me to the Emersion Knowledge Base article] |
| − | * Clicking ''Forgot your Password?'' will take the end user to the next page...
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| − | [[file:2-forgotten-password-page.png]] | + | [[file:new_home_sm.jpg|900px]] |
| − | * One this page the end user has 3 available options to attempt to reset their password. Essentially, these options are the means by which our system will authenticate that the end user is in fact a valid, active customer of yours as a security measure against unauthorized attempts to reset random user passwords.
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| − | {| class="wikitable"
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| − | | Reset Option || Requirements || Outcome
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| − | | '''Reset using Mobile Number''' || An end user must have a mobile configured against their contact. This must be a valid number. The SMS template must be created, mapped & enabled. <br /> (Mandatory variable in SMS template required: ''%%newPassword%%'') || A new password will be SMS'd to the end user's mobile phone.
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| − | | '''Reset using Email Address''' || An end user must have an email address configured against their contact. This must be a valid email address. The Email template must be created, mapped & enabled. <br /> (Mandatory variable in Email template required: ''%%resetLink%%'') || An email will be sent to the end user's email address with a link that needs to be clicked so they may enter a new password.
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| − | | '''Reset using Username''' || An end user must have a user portal username configured against their account. This must be a valid username. The Email template must be created, mapped & enabled. <br /> (Mandatory variable in Email template required: ''%%resetLink%%'') || An email will be sent to the end user's email address with a link that needs to be clicked so they may enter a new password.
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| − | ==== Prerequisite Actions ====
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| − | In order for End Users to reset their own End User portal passwords using the Forgotten Password feature, the Retail Service Provider must:
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| − | * set up an Event template
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| − | * enable the feature and configure the settings.
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| − | | '''It is important that you configure and enable the events prior to enabling the Forgotten Password feature.''' <br />
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| − | If you skip this step, the forgotten password features in the End User Portal will be available to your customers, however when they attempt to reset their password, they will not receive a notification and will be unable to reset their password.
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| − | |}
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| − | ==== Configuring the Forgotten Password Event(s) ====
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| − | By default, Retail Service Providers who use the End User Portal will have the following Event(s) mapped. These can be found under:
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| − | ''Navigation: Events > Templates > Mappings''
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| − | * UserPortal Forgot Password (Email)
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| − | * UserPortal Forgot Password (SMS)
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| − | The SMS event will be automatically mapped to RSPs who subscribe to SMS Events. If you are interested in subscribing to SMS Events, please contact [mailto:sales@emersion.com.au sales@emersion.com.au].
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| − | You will be required to set up an event template for each event. [[SystemEvents/Templates|Click here]] if you need assistance on setting up an Event template.
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| − | {| class="wikitable"
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| − | |+ Sample text for Forgotten Password '''EMAIL''' event notification
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| − | | Dear %%name%%
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| − | Someone at the IP address %%ipAddress%% requested a password reset for you access to the End User Portal on %%requestDate%%. If you did not request this, please contact our help centre to have one of our support staff change your password for you.
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| − | The new password reset link is here: %%resetLink%%
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| − | Please note that this link expires in 24 hours.
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| − | If you have any questions, please contact our support team.
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| − | |}
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| − | |+ Sample text for Forgotten Password '''SMS''' event notification
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| − | | Your username is: %%usernameWithoutRealm%% and your new password is: %%newPassword%%.
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| − | If you did not request this password re-set please contact customer service.
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| − | |}
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| − | Once you've completed the event template and are happy with it, you must ''enable'' the event. Once the event is enabled, you can enable the Forgotten Password feature.
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| − | ==== Configuring the Forgotten Password Feature ====
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| − | To enable and configure the Forgotten Password feature:
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| − | '''Navigate: Admin > Settings > Userportal Setting'''
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| − | # In the ''Forgotten Password'' section, check the '''Enable Forgotten Password Support''' box.
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| − | # Enter a description. This will be displayed to the left of the login link on the Forgotten Password page.
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| − | # Enter error message text. Error(s) will be displayed to the user in various case scenarios where they enter mismatching or incorrect information. In some cases, they may need to be referred to the RSP. Customise this message if you wish. This field is mandatory. If you do not customise this error text, the default error ''Please contact Customer Service for further verification'' will be shown.
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| − | # When you are finished scroll to the bottom and ''save'' the changes.
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| − | [[file:3-Userportal-settings-Forgotten-Password.png]]
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| − | <br />
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This article has been moved to our new home for documentation and help content, the new Emersion Knowledge Base.
We are sorry for the untidiness while we are shifting locations and we appreciate your patience during the transition to our new home.
