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→Creating a New Login Page
The login page is used to:
=Configuration - Essentials=
==Creating a New Login Page==
1. Click on the 9'''Menu''' icon on the top right of your page. {{Icon-square menu Menu}} 2. Select '''Global Settings.''' 3. Click on the '''Branding''' tab. 4. Click on '''Login Pages.''' [[File:Finding login pages branding.png|thumb|none|800px|The link to create and edit login pages.]] 5. The list of login pages available in your system will be displayed under the '''Primary''' tab; if there are none, the list will be empty. [[File:List of login pages.png|thumb|none|800px|The list of login pages.]] 6. Staying on the '''Primary''' tab, click the '''New Login Page''' button which looks like a '''+''' icon in the action bar to create a new Login Page. [[File:New login page button.png|thumb|none|800px|The new login page button.]] 7. Select the desired language 8. Modify the settings on the '''General''' tab as needed and press '''Save'''. ==Login Page Branding== There are several settings under '''Page Formatting''' to control the look of the background image and its positioning. Note, background images should be something generic like a solid block of color, a pattern or photo. Avoid graphic elements like logos that must be visible as the same image will be used across all devices, screen sizes and both in portrait and landscape so clipping will occur. The recommended dimensions of background images are 1920 x 1280 with 72 pixels per inch (PPI). You can also adjust the opacity and color of the panel. ==Multiple/Switching Languages==Administrators may create a separate login page for each language they want to support. Administrators will choose the desired language for a login page when they create a new login page. If you have more than one language login page, the user will see a select one drop down in the top right of the screen as long as you have set the '''Page Layout''' setting to '''Default''', alternately you may chose '''Custom''' and add the sample template. The user can choose their desired language from this drop down. The language the user chooses will follow through after login. If you choose to have a single login page for all users instead of separate login pages per language, then upon login users will be directed to the language they last chose within the platform. Administrators can choose which language login page is the default via a toggle on the settings page for the desired login page. This determines which language login page will be displayed if a user goes to https://youralias.smartsimple.com/ without specifying a language ID. You can also send your users a direct link to a specific language login pageby adding '''?&lang=''' to the login page URL. For example the URL to a Spanish login page would look as follows where 14 is the language id <pre> https://myalias.smartsimple.com/s_Login.jsp?&lang=14</pre> ==Creating a Routing Page==Routing pages are created to direct (guide) the end user to the appropriate page which is typically a [[Signup_Page|Signup page]].When a user navigates to a login page they will click a button which is typically labeled register on the login page and that will take the user to an intermediary (routing) page where they can see the list of available signup pages. Routing pages are recommended if you have: * Multiple signup pages to register different kinds of organizations and users* Multiple signup pages for different languages* Multiple eligibility questionnaires [[File:Singup-routing.png|thumb|none|800px|The routing page takes users to the signup page that is right for them.]] [[File:Login-Routing-Page.jpg|thumb|none|800px|How the configuration page for a routing page looks.]] To create a routing page # Go to '''Menu''' Icon > '''Global Settings''' > '''Branding''' tab > '''Login Pages''' link > edit the desired login page > '''Routing Page''' tab.# Under '''Routing Links''' press the '''Add Link''' button (looks like a plus sign "+") to add a new link.# For '''Title''' enter some text to indicate the kind of signup page you will link to. Example Individual, Domestic Organization, International Organization, etc.# For '''Description''' enter some text to help people choose the correct signup page. Example, '''For applicants who are not associated with an organization'''.# For '''URL''' enter the URL to your signup page or use the '''URL Lookup''' to find it. If you paste the Page URL of your signup page into a routing page, make sure you use the relative path. Relative paths will resolve correctly and work on production as well as development and backup Environments. Example: <pre>/s_csignup.jsp?token=XVtQHUUGYVpQRhRRXxNRS1BWZEl2HnFsFA%3D%3D&ptoken=XVtQC1oGYVpQRhRRXxNRS1BWZEl2HnFsFQ%3D%3D</pre># Press '''Save'''. ==Agreeing to Cookies==Cookies are small pieces of data stored on a user’s computer by their browser.Depending on your jurisdiction you may be required to notify your users of the use of cookies.Learn more about cookies and the EU cookie directive in this [https://en.wikipedia.org/wiki/HTTP_cookie#EU_cookie_directive Wikipedia article on cookies]. The first time a user comes to your system they will be presented with an alert explaining that SmartSimple Cloud uses cookies. It also states that by using the system they are consenting to the use of cookies. The user can click '''OK''' to accept or navigate away. There is also a link to a longer description which explains what cookies are being used and why. [[File:cookies.jpg|thumb|none|800px|The Cookies acceptance alert shown to all users first time they visit your system.]] ==Privacy and Security Policies==: ''Main Article: [[Configuring Privacy, Confidentiality and Other Policies]]'':Within your system you will need to set up Privacy and Security Policies. You will set these policies up for several language and country combinations. Typically, a privacy policy will say what type of information you collect, why it is collected, how it is collected , what you will use the information for, who will have access to the information, how users will be notified of changes to the policy and who to contact regarding privacy concerns.By default, the login page will have a button called '''Privacy & Security Policies''' in the main panel below the email and password inputs. This link will display any policies you have set up for the '''Default Country''' (default country is a privacy country option that is generally used for all countries if the user has not logged in or if there are no country-specific policies). After the user has logged in, and if the user has a country specified in their profile then the user will be able to see their specific countries/language policies in the header if they have been configured.If you have chosen a date for '''Enforce User Acceptance''' the user will be brought directly to your policies upon login and the user will be forced to accept the policies in order to use the system. A record of that acceptance is also recorded and retrievable. If you are using '''Default''' for the '''Page Layout''' setting, you also have the option to '''Hide''' the '''Privacy Policies''' on the login page. ==Forgot Password==A forgot password link appears by default on the login page. Users can enter an email and the system will email instructions to the user if that email address has been registered and given system access. If you do not receive an email within a few minutes check your spam/junk mail folder. The account recovery email sent to users can be configured by doing the following: # Go to '''Menu''' icon > '''Global Settings''' > '''Security''' Tab > '''Password and Activation Policies''' link > '''Activation Emails''' tab > scroll down to '''Password reset'''.# Modify the content as desired.# Press '''Save'''. =Configuration - Advanced===CAPTCHA on the Login==If you enter the wrong email and password into the login page twice you will see a CAPTCHA. CAPTCHA stands for "Completely Automated Public Turing Test to tell Computers and Humans Apart”. It is used in this case to verify that the user is a person and not an automated program attempting to login. [[File:captcha-login.jpg|thumb|none|800px|CAPTCHA displayed after wrong email and password combination entered]] You can choose Google reCAPTCHA or alternate CAPTCHA or specify alternate CAPTCHA only for users in countries that are unable to communicate with CAPTCHA servers because of government policy. This is done by selecting a country such as China in the '''Countries Using Alternate CAPTCHA Service:''' setting.This setting can be found at '''Menu''' icon > '''Global Settings''' > '''Security''' tab. ==Popup Blocker Check==The login page can be configured to check whether users have a pop-up blocker enabled if you are using a custom page template. If the user does have a popup blocker enabled they will receive a warning with a suggestion that they disable their pop-up blocker. Typically we leave this check disabled and do not warn users that they are using a pop up blocker. [[File:popup-blocker.jpg|thumb|none|500px|Warning message displayed on login page when a pop-up blocker is detected]] If you choose you can enable this check and warning message by doing the following.
<pre> https:: [[File:List of login pages//myalias.smartsimple.png|900px|border]]You will be presented with two tabs:com/welcome/MyFolder/?u=1 </pre>
{| class="wikitable"
|-
!|Setting
!|Description
|-
||'''Language'''
||Select from Each login page must have a drop-down list of languages available that single language which you can change select from the dropdown.|-||'''Is Default Login Page'''||By default, when a user goes to your system's URL without the Language ID, they will be directed to the '''English US''' language login page . If you want users to go toa different language login page by default, toggle this setting on for the login page with your desired language. Note: only one login page can be set as the default.|-* Danish* English* French * Italian* Dutch* Portugese* Russian* Finnish* Swedish* Vietnamese* Turkish* Arabic* Nepali* Hindi* Georgian* Japanese* Traditional OR Simplified Chinese* Korean ||'''Page Layout'''||Leave this setting on '''Default''' unless you specifically need to customize the HTML to your login page as it will ensure you will always have the latest and greatest looking login page. If you choose '''Custom''' you will get a '''Template''' tab where you can modify the underlying HTML of the login page. Note if you opt to go custom, you may need to manually update your login pages to take advantage of improvements or changes in functionality.
|-
||'''Page Title'''
||This is the title your browser displays on it’s title bar or page tab. This text that appears in is used to populate the title bar at tag in the top HTML of the login page. Typically your browserorganization's name is entered into this field.|-||'''Login Title'''||Text entered here appears above the area where you authenticate. Typically the word "Login" is entered into this field.
|-
||'''Content Title'''
||A generic content title might be "''Welcome to *Company Name*" - ''this is Text entered here appears above the text that will appear custom message on the main body right area of the login page next screen. Typically this is replaced with something like "Welcome to the actual login username and password fieldsXYZ".
|-
||'''Content Text'''
||This is the text that will appear Text entered here appears below the content title. Best practice Typically this area is used to describe who you are, what you do and what the system is used for. Example: "XYZ group provides grants to non-profits in the USA. Register to gain access to the system and apply for funding."|-||'''Logout Redirect URL'''||This is the page the user gets redirected to provide once they logout. Enter a summary URL such as ''https://www.smartsimple.com/'' or leave it blank to have the user redirected back to your system’s login page by default.|} ===Privacy Policies===This section is only visible if you chose a '''Page Layout''' of '''Default'''. {| class="wikitable"|-||'''Section'''||Choose to show or hide the '''Privacy Policies''' for your system on the company or an introduction towards what login page only.|-||'''Section Title'''||This input only appears if you are using the '''Default''' page layout with privacy policies on. Typically people enter "Learn more about our".|-||'''Button Label'''||This input only appears if you are using the '''Default''' page layout with '''Privacy Policies''' on. Enter the name you want to give the button that will open your systems policies that you define. Typically people enter "Privacy and Security Policies" for the button text.|} ===Links===This section is typically used for giving people the user should expect from this siteability to self-register and gain access to your system. {| class="wikitable"
|-
||'''Link Section'''
||The '''None ''' option provides no links to a signup page and hides this section. Users cannot self- register and must be created and activated in your system via a different methodology, such as an autoloader, importing or manual creation by internal staff. The '''You do not want Use Routing page''' option is best if you have multiple signup pages often for different types of users and organizations. The routing page will display a list of signup pages so the user can be directed to display any links on the login signup pagethat is right for them.Learn more about [[Signup_Page#Creating_a_routing_page|routing pages]]
The '''Use Routing Page Custom URL'''- [[Signup Page#Creating a Routing Page|A routing option is best if you only have one signup page created]] in our system . If you choose this option you will direct new users be able to enter a label for the button such as "Register here" as well as the URL to the appropriate desired signup page. For the URL use the relative path to your signup page. This way the register button will work on production and backup and any staging servers you may have. Example:
'''Custom URL '/s_signup.jsp?token=XVtQC1oGYFFaRhNaXxJaQVBRZEl8GnA%3D''- Insert an external URL for this link section.
|-
||'''Link Section Title'''||Add a title that will go Text entered here appears above the link from register buttons. Typically the '''Link Section. '''For example, if you used a [[Signup Page|signup routing page]], which text entered is a page that directs new users to the appropriate [[Signup Page]], your title for that link section could be, "''New to the System''?" .
|}
===Page Formatting===
{| class="wikitable"
|-
!|Setting
!|Description
|-
||'''Background Image'''
||Upload a background The image of your choice to uploaded will appear as behind the background content of your login page(in the background). You may select Upload an image in JPG or PNG format with a resolution of 1920 x 1080 or higher but try to optimize the image to keep the file from your computer with the '''folder icon '''and upload it with the '''upwards arrow '''icon. You can delete any uploaded file with the '''trashcan iconsize low. ''' * Click the '''Note: Browse'''The background image field will only allow you button which looks like a folder icon to look up select a file from your computer and upload files once you have first clicked the click the '''Save Upload'''button for your new login page.* which has an '''Note: upwards arrow '''Currently our system only supports background images that are either in .jpg or .png format with a recommended resolution of 1920 x 1080 or higherto upload the image file.
|-
||'''Background Position'''
||Select how the position that you want your background image will render at different resolutions by choosing where to appear in: anchor the image vertically and horizontally. For example if you choose '''Top, Vertical Center, Bottom, ''' and '''Left''' as the position, Horizontal Center, Rightthen the top left area of the background image will always be visible on screen. ''Anything on the right/bottom of the image may be clipped and not display depending on screen size and aspect ratio of the image and the user's device.
|-
||'''Background Color'''
||Select Adjust this setting to change the [[Colors & Styles|color]] you would like your that will appear over the background image. Enter the desired hexadecimal value here without the # or use the color picker. Example, enter FFFFFF to havea white background. You must enter either 3 or 6 characters if you are manually entering the hexadecimal value.
|-
||'''Background Opacity'''
||Select Adjust this setting to change the level opacity of opacity the background color. For example '''High''' will make the color completely opaque and you want your will not see the background image. '''Low''' will make the background to have, with high opacity being a color completely solid transparent revealing the background image or colour as uploaded. Something in between '''Low''' and '''High''' will create a translucent layer of color over the background and low being nearly transparentimage.
|-
||'''Panel ColourColor'''||Select the [[Colors & Styles|color]] you would like to have surrounding of the login panel that appears behind the content such as the text area username and password but in front of your login page. This colour will be contrasted against the background colour if you choose one depending on the opacitycolor and image.
|-
||'''Panel Opacity'''
||Select the level of opacity for the panel that appears behind the login content such as the username and password. '''Low''' will make the panel transparent, '''High''' will make the panel opaque.|-||'''Font Color'''||Select the color used for all text that appears on the panel. Example '''Content Title, Content Text, Section Title, '' etc. Note you want your must make sure there is enough contrast between the foreground text and the panel colour or background image. Typically text is black on a white panel or white on a black panel.|} ==Routing Page Tab==The following settings are available on the '''Routing Page''' tab: {| class="wikitable"|-!|Setting!|Description|-||'''Page URL'''||This area displays the direct link to havethe routing page and gives you a preview button so you can see how the routing page looks without logging out.|-||'''Button Label'''||The text entered here will be used as the label for the button that will open the '''Routing Page'''. This button is displayed on the login page. Typically you will enter the text "Register".
|-
||'''Font ColourHeader Title'''||Select The text entered here will appear at the [[Colors & Stylestop of the routing page. Typically you will enter something like "Registration Options".|-|color]] |'''Introduction Text'''||The text entered here will appear under the title but before the list of signup pages. Typically you will enter something like "I am applying as:".|-||'''Trailing Text'''||The text entered here will appear under the font that list of signup pages. Typically you will be included leave this blank however you may want to add contact information here in case the login pageuser needs assistance. |-||'''Routing Links'''||This will effect all fonts on dynamic section enables the administrator to add links to their desired signup pages onto the pageRouting Page.To create a new link, including click the '''Content Title, Content Text, Link Section Title, Add''' button which has a '''+'''and so onicon.
|}
Each routing link has the following settings {| class="wikitable"|-!|Setting!|Description|-||'''Title'''||Text entered here will appear in bold for each link. Typically you would enter a few words like Individual, International Organizations, Domestic Organizations.|-||'''Description'''||Text entered here will appear below the title and is used to clarify what kind of user should click this link. Example "For applicants who are not associated with an organization".|-||'''URL'''||The relative URL to the desired signup page.|} ==Template Tab=See Also=* [[Adding The following settings are available on the '''Template''' tab: {| class="wikitable"|-!|Setting!|Description|-||'''Sample Template'''||Clicking this link inserts the HTML, CSS and other code which is used to render the login page. Typically you would only use a custom template if you wanted to add some functionality that is not typically used or you wanted to radically customize the look and structure of the login page.|-||'''Login Page Template'''||You can enter your custom code into this text area or modify the SmartSimple existing content added by clicking the sample template link. Although you can enter your own code here we generally don’t recommend it. If you do add your own code here make sure your code meets accessibility guidelines and make sure it is responsive (works on all devices including mobile).|} =Alternate Login Page Settings=Settings from Alternate login pages which are typically only used in special circumstances {| class="wikitable"|-||'''Login Page Name'''||Name of the virtual alias login page|-||'''Description'''||Description of the virtual alias login page that is not exposed to end users.|-||'''Scope Organization'''||Lookup that allows the virtual alias login page to be restricted to users in the selected organization.|-||'''Virtual Folder Name'''||Enter a name which will appear in the login URL and be used to differentiate logins.|-||'''Web Alias'''||Enter the desired alias you want instead of using the instance-defined alias.|-||'''Persistent Cookies'''||Enable or disable persistent cookies. Rather than having to log into your system each time you open your web browser, a "cookie" can be installed on your computer that will automatically authenticate you, allowing you to bypass the login screen and having to re-enter your Website]]credentials.|-||'''Attach User Identifier'''|||-||'''Encrypt URL'''||Enable or disable the encryption of the URL|-||'''Logout Redirect URL'''||Enter URL for users to be redirected to upon logout. If left blank users go to the login page on logout.|-||'''Primary Role'''||Select from the available system roles to choose the primary default role that a user will have when they log in through this alternate login page. This function is used to force the user to see a specific Role based portal.|-||'''Login Type'''||Select from the desired options: All Users, Activated Users Only, No Access |-||'''User Field'''||This is the field that will be used on the login page to uniquely identify the specific user when they log in. This is typically set to '''Email Address'''.|-||'''Password Field'''||This is the field on the login page that will be used for the password.|-||'''Login Error Message'''||This is the error message that will appear on the login page upon a failed login attempt.|-||'''Login Page Content'''||Click the '''Insert Sample Template''' hyperlink to auto-populate the text window with a sample template for a login page. Otherwise, you can insert in your own customized content. Note that the Alternate login page content works differently than primary login pages so you cannot use the same template for both.|}
[[Category:System Management]][[Category:Glossary]][[Category:Login PagesInterface]]