Portal Login/New User
When an individual is unauthenticated and then clicks Login or clicks a secure Portal page, the individual is presented with a Login page.
- If the individual already has a User account, they can input their username and password to log in. Checking the box to "keep me logged in" will remember a User's credentials until the Logout button is selected or up to three months.
- If the individual already has a User account but doesn't remember their username or password, they can click Forgot Password/Reset Password to be emailed a temporary password.
- If the individual does not yet have a User account, they can complete the New User form.
When an individual creates a new User account, the Portal attempts to match the information provided in the New User form with a Contact record in MinistryPlatform.
- If a match is made, the individual is given a default username and access to their User account. Note that there is no way to change the structure of the default username, but a user can change their username on My User Account (the default username is the first part of the mail address with the Contact ID appended).
- If a match is not made, one of two next steps occur:
- If NewUserCanCreateContact is set to Yes, a new Contact record is created and the individual is given a default username and access to their User account.
- If NewUserCanCreateContact is set to No, a custom message is displayed using the content of the NewUserContactNotFoundMessage setting.
Initial Setup
- NewUserCanCreateContact: If No, the Portal does not allow a user to create a new User account if the information provided in the login form does not match an existing Contact record.
- NewUserContactNotFoundMessage: This message displays when a Portal user attempts to create a new User account and the information provided is not accepted. The information may not be accepted because either:
- The NewUserCanCreateContact Configuration Setting is No and no matching Contact record is found for the individual, or
- The email address provided is already in use by a User account.
- DaysTilTemporaryPasswordExpires: The number indicated here controls how many days a temporary password remains valid. A temporary password is issued when a user creates an account or requests a Reset Password email.
Additionally, a SPoC can control the length of inactive time is allowed to pass before the user must log in to their User account again. This is done on the server.
Reset Account
If a User forgets their username or password, they can click Reset Account on the Login page and follow the prompts to enter their email. An email with a reset link will be sent to that address. Follow the link to reset your username and/or password.
A direct link for resetting a User account can be created using this URL: https://[your domain]/portal/login.aspx?resetAccount=true
.