Portal Settings

• 1. Login & Password
  • 1.1 IP Blacklist
• 2. Temporary Login
  • 2.1 Overview
  • 2.2 Add
• 3. Registration Profiles
  • 3.1 Fields
  • 3.2 Groups & Campaigns
  • 3.3 Dialogs
  • 3.4 Standard Fields
• 4. User Policy
  • 4.1 Add
  • 4.2 Actions
  • 4.3 Policy Types
  • 4.4 Add Policy Type
• 5. Portal Master
• 6. Server
• 7. Services
  • 7.1 Connections
• 8. Languages
  • 8.1 Add
  • 8.2 Edit
  • 8.3 Delete
• 9. Translations
  • 9.1 Overview
• 10. Search
  • 10.1 General
  • 10.2 Rebuild Search Index
  • 10.3 Icons
• 11. Background Processes
  • 11.1 Overview
  • 11.2 Add
  • 11.3 History
• 12. Data Maintenance
  • 12.1 Settings
  • 12.2 Campaign
• 13. Error Templates
• 14. Portal Reset
• 15. Versions & Licenses
• 16. Support

v12.1 - Last Mod.: 02/21/2023

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In this section you can conduct important basic settings which you can change at any time.

1. Login & Password

Here you can change password settings and determine how users can log in and sign up to your portal.

1. Click the Portal Manager button to enter the administrative area.
2. Then click Tools & Administration > Portal Settings.

3. In the navigation on the left, below Users & Logins, click Login & Password.

General settings section

4. Enable in the line Portal Access
   • Public Portal to give access to all users or
   • Private Portal to make the portal accessible only to registered users via login.
5. Select the desired checkbox under Login / Signup:
   Allow temporary login as user.
   Notify user if his login is used.
   Deactivate logins from external APIs.
6. In the Security line, select the desired checkbox: Logon from unknown IP with access token.
7. In the Registration row, select the desired checkbox:   

• Allow guests to register.
• Activate the checkbox "Allow users to update their profiles.", if users are allowed to edit their own profile.  
• Enable the checkbox Allow auto-login if users should not have to log in each time they visit the portal.
• Enable the checkbox Automatical login after registration if users are not required to activate their profile via click in an email.

8. In the Activation section, select the desired checkbox.
9. In the Company line, activate the checkbox "Approve companies immediately. " if this is desired.
10. Cookies: activate the option " Use EU Cookie Law " to use them. You can customize the text and link to your own T&Cs. Depending on the language settings of your portal, the text can be customized in multiple languages. If the guidelines are activated, the closing is stored in a cookie - as soon as you close the browser and the cookies are deleted, for example, the notice is displayed again after a browser restart.

Section Password & Email

11. Enable in the checkbox Auto-generate user password if the portal should generate a password whenever a new user creates a user account. This password will be sent to the user via email after registration.
12. Enable in the checkbox Email address must be unique so user records must have a valid and unique email address.
13. From the selection box Password Expiry choose the period of the password validation.
14. Enter in the field Password Size the minimal length of passwords, e.g. "3" for 3 characters.
15. Enable the checkbox Password Alphanumeric if the password should be made up of numeric and alphanumeric characters.
16. Enable the checkbox Lock after 3 failed login if the user should be disabled after 3 failed login attempts.

Section Settings after password reset

17. Enable the checkbox Update Profile if users, who resetted their password, have to update their profile after the first login.
18. Enable the checkbox Update password if users, who resetted their password, have to change their new randomly generated password after the first login.

Section Settings after login

19. Enter in the field Open template after login the template that will be opened upon successful login, e.g. /myPersonalTools/index for My Personal Tools. Leave blank to use standard template.
20. Enter in the field Current Variables specific template parameters that will be appended "after login template".
21. Depending on the language settings of your portal, the text can be customized in several languages.
    If the policies are enabled, closing them is stored in a cookie - as soon as the browser is closed and the cookies are, for example, deleted, the policy is displayed again after the browser is started.
22. Click the button Save when ready.

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1.1 IP Blacklist

In this overview you can manage IPs that have accessed your portal. For example, by blacklisting IP addresses it is possible to limit access by bots.

Current IPs on the blackist:
Here you can see which IPs you have already added to the blacklist - clicking the "Delete" Symbol under Actions will remove the IP from the blacklist.

IPs of the last days:
Here you can see the IP adresses that have accessed your portal as well as the number of accesses.
Clicking the "Lock" Symbol under Actions will put the IP on the blacklist.
Adding IPs to the blacklist will mark them in this overview.

Add more IPs:
Here you can add more IPs - simply enter the IP adress into the text field and press Save.



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2. Temporary Login

Here you can assign temporary logins in order to allow users to login with another user profile for a limited time, for example for support purposes.

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2.1 Overview

Here you can view all temporary logins, edit or delete them and view the history of all expired logins.

1. Click on the "History" tab to view all previous logins.
2. Click on the action icon for a temporary login in order to edit or delete it.
3. With the status filter you can restrict the view and sort it with the dropdown selection.
4. The button Delete expired temporary logins removes all expired logins.

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2.2 Add

1. Click on + Cologin to assign a temporary login.

2. Enter the user to whom you would like to assign the login in the "User" field.
3. In the field "Temporary Login" you can enter the user as which you can login temporarily.
4. Select the timeframe for the login under "Duration".
5. You can enter a comment for the login under "Comment".
6. Click the button Save when ready.

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3. Registration Profiles

In this section you can individually customize registration profiles so visitors can enroll indepentently. You decide which fields are active and obligatory.

Please log in as "Portal Master."

1. Click the button Portal Manager to get to the administrative area.
2. Then click Tools & Administration > Portal Settings.
3. In the navigation on the left, below Users & Login, click Registration Profiles.

You get the overview of all profiles. There are five different profiles by default.

• Name/ID Shows the name of the profile and the corresponding ID.
  By clicking the name you get to the editing mode, q.v. 3.1 Fields.
• Description Shows a description of the profile.
• Actions By clicking the icon you can select to manage 3.1 Fields, select 3.2 Groups & Campaigns the user can subscribe to and customize 3.3 Dialogs.

There are two types of profiles:

• Profiles which are used by administrators only in the Portal Manager, Marketing & CRM, to add new users (Add User (for administrators), Add Users (quickly) (for administrators))
• Profiles which are used by the users themselves if they register newly on the website or update their profile (Edit contact profile, Edit personal profile, Sign up form).

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3.1 Fields

Here you can modify the fields of each profile.

1. In the overview click the icon Manage Fields of the desired profile.
2. You can change the positions of the fields via drag & drop.
3. You can add additional fields by selecting the standard field from the drop down and clicking on the blue "Add" button.
4. Activate the checkboxes, if the field should be active:
   • On Create
   • On Update
   • On Show
5. Click the icon Delete if you want to delete the field from the profile.
6. Click the button Save when ready.

In the area Switch language selection to you can change the language of your administrative surface. Just click the desired language.




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3.2 Groups & Campaigns

1. Select the group(s) to which users can selfenroll to in the Groups area.
   • You can also select which group the user will be automatically assigned to.
2. Select the campaign(s) users can selfenroll to in the Campaigns area.
   • You can also select which campaigns the user will be automatically subscribed to.
3. Click the button Save when ready.

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3.3 Dialogs

To edit the dialogs of a profile please do the following:

1. Click the Action Icon next to the registration profile and select Dialogs.
   A list opens up in which you can change headline and description of the different registration steps. The first line Profile ID shows the ID of the profile, which is set by the system and cannot be changed.
2. Edit in each step the fields Headline and Description.
   Note: Use plain HTML code in all fields.
   You can modify the following steps (dependent on the chosen profile):
   • Create Profile When a new user gets created.
   • Profile Created When a new user was created.
   • Update Profile When a profile gets updated.
   • Profile Updated When a profile was updated.
   • Profile Show When a profile gets displayed.
3. Enter in the area Welcome email for newly generated users the fields Email subject, Email sender and Email body with the correspondig content.
   Note: If these fields are empty, then the email body of the corresponding system email will be used. Herewith you can overwrite the email body of certain profiles.
4. In the area Placeholder you see the placeholders, which you can use in the fields.
5. Click the button Save when ready.