Difference between revisions of "Login Page"

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=Configuration - Essentials=
 
=Configuration - Essentials=
 
==Creating a New Login Page==
 
==Creating a New Login Page==
1. Click on the 9-square menu icon on the top right of your page.
+
1. Click on the '''Menu''' icon on the top right of your page.
  
:: {{Icon-Menu}}
+
{{Icon-Menu}}
2. Under the heading '''Configuration, '''select '''Global Settings.'''
+
 
 +
2. Select '''Global Settings.'''
  
 
3. Click on the '''Branding''' tab.
 
3. Click on the '''Branding''' tab.
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4. Click on '''Login Pages.'''
 
4. Click on '''Login Pages.'''
  
:: [[File:Finding login pages branding.png|600px|border]]
+
[[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.
 
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|900px|border]]
+
[[File:List of login pages.png|thumb|none|800px|The list of login pages.]]
6. Staying on the '''Primary''' tab, click the '''+''' icon in the action bar to create a new Login Page.
 
  
7. Modify the settings on the '''General''' tab and press '''Save'''.
+
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|180px|border]]
+
[[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'''.
  
 
==Multiple/Switching Languages==
 
==Multiple/Switching Languages==
 
Administrators need to create a separate login page for each language you want to support. You choose the desired language for a login page when you create a new login page.
 
Administrators need to create a separate login page for each language you want to support. You choose the desired language for a login page when you create a new login page.
  
If you have more than one language login page, the user will see a drop down in the top right of the screen. The user can choose their desired language from this drop down.
+
If you have more than one language login page, the user will see a drop down in the top right of the screen (As long as you are using the default layout or standard template). The user can choose their desired language from this drop down. The language the user chooses will follow through after login.
  
Administrators can choose which language login page is the default via a toggle on the settings page for the desired log in page.
+
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 page. For example, if I wanted to send users to a configured Spanish language login page I would adding '''?&lang=14''' to the login page and send that URL to a user. the URL would look like this:
+
You can also send your users a direct link to a specific language login page by adding '''?&lang=14''' to the login page URL. The URL to a Spanish login page would look like this:
  
 
<pre> https://myalias.smartsimple.com/s_Login.jsp?&lang=14</pre>
 
<pre> https://myalias.smartsimple.com/s_Login.jsp?&lang=14</pre>
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[[File:Singup-routing.png|thumb|none|500px|The routing page takes users to the signup page that is right for them.]]
+
[[File:Singup-routing.png|thumb|none|800px|The routing page takes users to the signup page that is right for them.]]
  
[[File:Routing page.png|thumb|none|500px| The routing page tab and settings.]] 
+
[[File:Login-routing.png|thumb|none|800px|How the configuration page for a routing page looks.]] 
  
 
To create a routing page
 
To create a routing page
  
# Go to Menu Icon > '''Global Settings''' > '''Branding''' tab > '''Login Pages''' link > edit the desired login page > '''Routing Page''' tab.
+
# Go to '''Menu''' Icon > '''Global Settings''' > '''Branding''' tab > '''Login Pages''' link > edit the desired login page > '''Routing Page''' tab.
# Under '''Routing Links''' press the plus button.
+
# Under '''Routing Links''' press the '''+''' button 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 '''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, the description for a user signup page might be '''For applicants who are not associated with an organization'''.
+
# 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 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 example: /s_csignup.jsp?token=XVtQHUUGYVpQRhRRXxNRS1BWZEl2HnFsFA%3D%3D&ptoken=XVtQC1oGYVpQRhRRXxNRS1BWZEl2HnFsFQ%3D%3D. Relative paths will resolve correctly and work on production as well as development/backup.
+
# 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 example: /s_csignup.jsp?token=XVtQHUUGYVpQRhRRXxNRS1BWZEl2HnFsFA%3D%3D&ptoken=XVtQC1oGYVpQRhRRXxNRS1BWZEl2HnFsFQ%3D%3D. Relative paths will resolve correctly and work on production as well as development/backup.
 
# Press '''Save'''.
 
# Press '''Save'''.
  
 
==Agreeing to Cookies==
 
==Agreeing to Cookies==
When we talk about Cookies we are referring to a small piece of data stored on a user’s computer. As of the [https://en.wikipedia.org/wiki/HTTP_cookie#EU_cookie_directive|EU Cookie directive] users must be aware/consent to cookies.
+
When we talk about Cookies we are referring to a small piece of data stored on a user’s computer.
 +
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 Wikipedia article https://en.wikipedia.org/wiki/HTTP_cookie#EU_cookie_directive.
  
The first time a user comes to your system they will be presented with an alert explaining that SmartSimple 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.
 
  
We recommend that you should leave this setting always on, However it is possible to disable the cookie warning. Go to Menu Icon > '''Global Settings''' > '''Security''' and toggle off '''Enable Cookie Usage Acceptance'''.
+
The first time a user comes to your system they will be presented with an alert explaining that Platform3 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|500px|The Cookies acceptance alert shown to all users first time they visit your system.]]
+
It is possible to disable the cookie warning, but we recommend that you should leave this setting always on.
 +
 
 +
To access the cookie notification setting go to '''Menu''' Icon > '''Global Settings''' > '''Security''' tab and adjust the '''Enable Cookie Usage Acceptance''' toggle as desired.
 +
 
 +
[[File:cookies.jpg|thumb|none|800px|The Cookies acceptance alert shown to all users first time they visit your system.]]
  
 
==Privacy and Security Policies==
 
==Privacy and Security Policies==
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Learn more about [[Configuring_Privacy,_Confidentiality_and_Other_Policies|Configuring Privacy and Security Policies]]
 
Learn more about [[Configuring_Privacy,_Confidentiality_and_Other_Policies|Configuring Privacy and Security Policies]]
  
The login page will have a button called '''Privacy & Security Policies''' in the main panel below the email and password inputs.
+
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 setup 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 is 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.
 
 
 
=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 a person and not an automated program is attempting to login.
 
 
 
[[File:captcha-login.jpg|thumb|none|500px|CAPTCHA displayed after wrong email and password combination entered]]
 
  
You can toggle the CAPTCHA on or off for your entire system by going to Menu icon > Global Settings > Security tab > and choose either enabled or disabled. The inherit choice only affects signup pages and will not disable CAPTCHA on the login.
+
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.
Note you can also choose to bypass the use of CAPTCHA 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 bypass setting.
 
  
[[File:Recaptcha.png|thumb|none|500px|Global CAPTCHA Settings]]
+
If you are using '''Default''' for the '''Page Layout''' setting, you also have the option to '''Hide''' the '''Privacy Policies''' on the login page.
  
==Popup Blocker Check==
+
==Forgot Password==
The login page can be configured to check whether users have a pop-up blocker enabled; it will enable a suggestion to the user that they disable their pop-up blocker for the SmartSimple system. 
+
A forgot password link appears by default on the login page.
  
The source code of the login page will include a code for a pop-up blocker warning message, but by default this will be disabled.
+
Users can enter an email and if a user with access has the email entered the system will email instructions to that user so they can change their password.
  
[[Image:PBWarning1.png|1200px|border]]
+
If you do not receive an email within a few minutes check your spam/junk mail folder.
To enable the warning message, simply remove the text '''disabled="disabled" '''from the source code, then click '''Save '''at the bottom.
 
  
[[Image:PBWarning2.png|1100px|border]]
+
The forgot password email sent to users can be configured by doing the following:
Any users that are using a browser with a pop-up blocker enabled will consequently see the following alert message on their screen when they access the login page: 
 
  
:: [[Image:PBWarning3.png|300px|border]]
+
# Go to '''Menu''' icon > '''Global Settings''' > '''Security''' Tab > '''Password and Activation Policies''' link > '''Activation Emails''' tab > scroll down to '''Password reset'''.
==JavaScript==
+
# Modify the content as desired.
The following [[JavaScript]] can be added to the login page for further customization. 
+
# Press '''Save'''.
  
===Forgot Password===
+
=Configuration - Advanced=
: '''HTML: '''Forgot your password? Please click .
+
==CAPTCHA on the Login==
: '''JavaScript: '''
+
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 a person and not an automated program is attempting to login.
<pre>function passwdwin(){
 
  
window.open('/s_requestpassword.jsp', 'pwdwin',
+
[[File:captcha-login.jpg|thumb|none|800px|CAPTCHA displayed after wrong email and password combination entered]]
  
'left=200,top=200,toolbar=0,width=300,height=214,directories=no,status=no,
+
You can toggle the CAPTCHA on or off for your entire system by going to '''Menu''' icon > '''Global Settings''' > '''Security''' tab > and choose either '''Enabled''' or '''Disabled'''. The inherit choice only affects signup pages and will not disable CAPTCHA on the login.
  
scrollbars=no,resizable=no,menubar=no,alwaysRaised=yes');
+
Note you can also choose to use an alternate CAPTCHA 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.
  
}</pre>
+
[[File:Recaptcha.png|thumb|none|800px|Global CAPTCHA Settings]]
The system-generated email sent to the user after selecting the '''Forgot Password '''option can be configured from [[Email#Email Templates for User Activation and Password|Email Templates for User Activation and Password]]
 
  
===Branch-Specific Forgot Password===
+
==Popup Blocker Check==
This functionality can be used when a user exists in the system multiple times with the same email address, but against different branches (organizations). The configuration means that only the password for the user account ''under a specific branch ''will be updated.
+
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.
  
: '''HTML: '''Forgot your password? Please click . 
+
Typically we leave this check disabled and do not warn users that they are using a pop up blocker.
* Where ''12345 ''is the [[Companyid]]. 
 
  
: '''JavaScript: '''
+
[[File:popup-blocker.jpg|thumb|none|500px|text]]
<pre>function passwdwin(branch) { 
 
  
window.open('/s_requestpassword.jsp?branchid='+branch,'pwdin','left=200,top=200,toolbar=0,width=300,height=214,directories=no,
+
If you choose you can enable this check and warning message by doing the following.
  
status=no,scrollbars=no,resizable=no,menubar=no,alwaysRaised=yes');
+
# Go to '''Menu''' icon > '''Global Settings''' > '''Branding''' tab > '''Login Pages''' link > edit the desired login page.
 +
# Make sure '''Page Layout''' is set to '''Custom'''.
 +
# Go to the '''Template''' tab.
 +
# Inside the '''Login Page Template''' text area search for '''disabled="disabled"''' (If you don't see it add the sample template).
 +
# Remove the '''disabled="disabled"''' text.
 +
# Press '''Save'''.
  
} </pre>
+
==Alternate Login Pages==
 +
The '''Alternate '''tab from the Login Page list view is used to create and edit multiple custom login pages with a specific instance URL.
  
A login page can be configured with multiple '''Forgot Password '''links, each including a different companyid as the parameter. Alternatively, you can create multiple login pages with a single link/companyid included on each page. 
+
If you are on the '''Alternate''' tab When you click the '''New Login Page''' button that looks like a '''+''' icon in the action bar then you will create a New Alternate Login Page.
  
When the user clicks on the '''Forgot Password '''link, enters their password, and submits it, then the underlying code will search for the entered email address in the company and all of its sub-organizations. It will then email the password for that branch-specific user account.
+
Alternate login pages work differently then Primary login pages, so you can’t reuse the code from the Primary login pages. Alternate login pages also require more customization and the users are required to enter a long url to use these
  
* The email sent can then be configured with [[Sslogic]] to tailor the content of the email to the specific branch.
+
<pre> https://myalias.smartsimple.com/welcome/MyFolder/?u=1 </pre>
* The error message displayed on this page when an invalid email is entered can be altered using the [[Language Library]].
 
  
==Alternate Login Pages==
+
[[File:Alternate login pages.png|800px|border]]
The '''Alternate '''tab from the Login Page list view is used to view and create multiple custom login pages for various groups of users within the same system. It uses virtual alias to mask their instance [[URL]]. 
 
 
 
When you click the '''+ '''icon at the top of the '''Alternate '''tab to create a '''New Alternate Login Page, '''you will be brought to the following form: 
 
 
 
:: [[File:Alternate login pages.png|800px|border]]
 
{| class="wikitable"
 
|-
 
||'''Login Page Name'''
 
||Name of the virtual alias login page
 
|-
 
||'''Description'''
 
||Description of the virtual alias login page
 
|-
 
||'''Scope Organization'''
 
||Lookup that allows the virtual alias login page to be restricted to users in the selected organization
 
|-
 
||'''Virtual Folder Name'''
 
||User adds a name such as "grants," and then you can direct different users to appropriate logins
 
|-
 
||'''Web Alias'''
 
||User enters the alias they want - for example, "gms" - instead of the instance-defined alias
 
|-
 
||'''Persistent Cookies'''
 
||Enable or disable persistent cookies. Rather than having to log into SmartSimple 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 credentials. 
 
|-
 
||'''Attach User Identifier'''
 
||
 
|-
 
||'''Encrypt URL'''
 
||Enable or disable the encryption of the URL
 
|-
 
||'''Redirect URL'''
 
||Enter URL for users to be redirected to upon successful login
 
|-
 
||'''Primary Role'''
 
||Select from the available system roles to choose the primary default role that a user will have when they log in from this alternate login page. This function is used to force the user to see the correct portal.
 
|-
 
||'''Login Type'''
 
||
 
Select from the drop-down for the three available 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 to capture the user password when they login.
 
|-
 
||'''Login Error Message'''
 
||This is the error message that will appear on the login page after a failed login attempt. 
 
|-
 
||'''Login Page Content'''
 
||'''Insert Sample Template - '''Click this hyperlink to autopopulate the text window with a sample template for a login page. Otherwise, you can insert in your own customized content. You can use the '''HTML Editor '''button at the bottom in order to open a pop-up that displays the content as it will be shown to the user from the HTML. 
 
|}
 
 
==Login Security Features==
 
==Login Security Features==
Login security is related to the '''System Security '''section of your [[SmartSimple]] copy. In order to disable or enable certain security measures relating to the process of logging in and out of SmartSimple, follow these steps: 
+
Other features related to logout, login and session timeouts can be found by going to the '''Menu''' icon > '''Global Settings''' > '''Security''' Tab. many of these settings are outlined in red in the screenshot below. For more information regarding these settings see the [[Security Settings]] page.
 
 
1. Click on the 9-square menu icon on the top right of your page.
 
 
 
:: {{Icon-Menu}} 
 
2. Under the heading '''Configuration, '''select '''[[Global Settings]].'''
 
 
 
3. Click on the tab called '''Security.'''
 
 
 
4. Scroll down until you see the subheading '''System Security. '''
 
 
 
Many system security features will be listed, with a certain few pertaining to login and logout activity for users. These are outlined in red in the screenshot below, and each explained in greater detail in the subsections. 
 
  
 
:: [[File:Login security.png|700px|border]]
 
:: [[File:Login security.png|700px|border]]
For more information regarding aspects of system security not just related to logging in and out, please see our [[Security Settings]] page.
+
==Failed Login Log==
 
+
If a user attempted to login and failed, you can see a list (audit log) of the user names (the email they entered) their IP addresses and the time.
===Enable Logout===
 
Enabling this function will terminate the session and automatically log out the user when they navigate to a different website, close the browser, or click '''Logout. '''
 
 
 
===Disable External Login Shortcut===
 
This function will disable the use of external login shortcut from the URL. '''Because there are security implications to using the external login shortcut (see below), disabling the feature completely is a good preventative measure.'''
 
 
 
=====What is the External Login Shortcut?=====
 
This function allows you to ''bypass ''Login Page Scripting that you have added to the Login Page. However, this technique should only be used when it is completely necessary because there are numerous security implications: 
 
 
 
* The URL being opened may be available to other users on the same machine on which you are browsing
 
* The URL retrieved from the remote machine may be logged elsewhere (i.e. Proxy Server history, DNS server) 
 
* Your browser history may retain the URL, '''including your password'''
 
 
 
The conditions for when you should use this technique include: 
 
 
 
* When the '''Login Page Scripting '''is not functioning correctly
 
* When you ''clone ''a copy of [[SmartSimple]] and the original copy contain a Login Script that prevents you from accessing the clone 
 
 
 
<pre> Never create this technique as a browser shortcut because the username and the password are exposed. </pre>
 
 To employ this method of accessing your SmartSimple [[instance]], you use the following type of URL: 
 
 
 
: http://Alias.smartsimple.biz/exlogin.jsp?alias=alias&user=username&password=password
 
* '''exlogin.jsp '''is case-sensitive
 
 
 
===Disable Session Timeout Alert===
 
This function will disable both a 30-second alert and a re-login prompt for a Session Timeout (if Session Timeout is set).
 
 
 
In order to set Session Timeout, simply scroll up above to the heading '''Business Security. '''The last field box in that section will allow you to set ''x'' amount of minutes of inactivity before the user's session will automatically initiate Session Timeout. 
 
 
 
:: [[File:Session timeout setting.png|600px|border]]
 
===Disable Login Token Check===
 
By disabling this feature, you allow the same user to be logged in from multiple sessions. This is a function primarily used only for load-testing purposes. It is strongly recommended that this feature is ''not ''set when going live. 
 
 
 
==Invalid Login Audit==
 
In order to access a [[List View Overview|list]] of all invalid logins from your [[SmartSimple]] [[instance]], follow these steps: 
 
 
 
1. Click on the 9-square menu icon on the top right of your page.
 
 
 
:: {{Icon-Menu}} 
 
2. Under the heading '''Configuration, '''select '''Global Settings.'''
 
 
 
3. Click on the tab called '''Security.'''
 
 
 
4. Click on the hyperlink called '''Password and Activation Policies.'''
 
 
 
5. Click on the fourth tab labelled '''Invalid Login Audit.'''
 
 
 
The list of invalid logins will be displayed: 
 
  
:: [[File:Invalid login audit.png|950px|border]]
+
To see the Failed Login Log go to '''Menu''' icon > '''Global Settings''' > '''Security''' tab > '''Password and Activation Policies''' > and click on '''Failed Login Log''' in the left navigation.
The fields for invalid logins include '''IP Address, User Name '''(denoted as an email address), and the '''Time '''of the invalid login.
 
  
Using the Search fields on the top right, you are also able to apply [[Filters]] by time period ('''Year '''and '''Month''') and/or by username.
+
Also, in the left navigation at this location, you can see locked accounts and other settings related to failed login attempts.
  
 
=Settings Explained=
 
=Settings Explained=
 +
==General Tab==
 
The following settings are available on the '''General''' tab:
 
The following settings are available on the '''General''' tab:
  
Line 286: Line 174:
 
|-
 
|-
 
||'''Language'''
 
||'''Language'''
||
+
||Each login page must have a single language which you can select from the drop down.
Each login page must have a single language which you can select from the drop down. Available languages are: 
 
 
 
* Arabic
 
* Danish
 
* Dutch
 
* English - UK
 
* English - US
 
* Finnish
 
* French - Canada
 
* French - France
 
* Georgian
 
* German
 
* Hindi
 
* Italian
 
* Japanese
 
* Korean
 
* Nepali
 
* Portuguese
 
* Russian
 
* Spanish
 
* Swedish
 
* Traditional Chinese
 
* Turkish
 
* Vietnamese
 
 
 
 
|-
 
|-
 
||'''Is Default Login Page'''
 
||'''Is Default Login Page'''
||By default, when a user goes to your system's URL, example https://smart.smartsimple.com they will be directed to the '''English US''' language login page. If you want users to go to a 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.
+
||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 to a 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.
 +
|-
 +
||'''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 underling 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'''
 
||'''Page Title'''
||Text entered here will display in a browsers title bar or a page’s tab. This text is used as the title tag of your web page.
+
||Text entered here will display in the browsers title bar or a page's tab. This text is used as the title tag in the html of the login page. Typically your organizations name is entered into this field.
 
|-
 
|-
 
||'''Login Title'''
 
||'''Login Title'''
||Text entered here appears above the area where you authenticate. Generally it is not modified.
+
||Text entered here appears above the area where you authenticate. Typically the word "Login" is entered into this field.
 
|-
 
|-
 
||'''Content Title'''
 
||'''Content Title'''
||Text entered here appears above the custom message on the right area of the screen. Typically this is replaced with something like Welcome to ABC System.
+
||Text entered here appears above the custom message on the right area of the screen. Typically this is replaced with something like "Welcome to XYZ".
 
|-
 
|-
 
||'''Content Text'''
 
||'''Content Text'''
||Text entered here appears below the content title. Typically this area is used to describe who you are, what you do and what the system is used for. Example, ABC group provided grants to non-profits in small town USA. Press the register button to gain access to the system and apply for funding.
+
||Text entered here appears below the content title. 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'''
 
||'''Logout Redirect URL'''
||Enter a URL such as https://www.smartsimple.com/ here and the user will be redirected to that site upon logout.
+
||Enter a URL such as https://www.smartsimple.com/ and the user will be redirected to that URL upon logout or leave blank to have the user logout to the login page.
 +
|}
 +
 
 +
===Privacy Policies===
 +
This section is only visible if you chose '''Page Layout''' of '''Default'''.
 +
 
 +
{| class="wikitable"
 +
|-
 +
||'''Section'''
 +
||Choose to show or hide the Privacy Policies for your system on the 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 ability to self-register and gain access to your system.
 +
 
 +
{| class="wikitable"
 
|-
 
|-
 
||'''Link Section'''
 
||'''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.
Typically people are given the ability to self-register and gain access to your system. You have 3 options in this regard.
 
  
'''None''' – You provide no links to a signup page. Users cannot self-register and must be created and activated in your system via a different methodology, such as auto loading, importing or manual creation by internal staff.
+
The '''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 the signup page that is right for them. Learn more about [[Signup_Page#Creating_a_routing_page|routing pages]]
  
'''Use Routing page''' – When you have multiple signup pages for different types of users, organizations and languages, this option is used. It will display a list of signup pages so the user can be directed to the signup page that is right for them. Learn more about [[Signup_Page#Creating_a_routing_page|routing pages]]
+
The '''Custom URL''' option is best if you only have one signup page. If you choose this option you will be able to enter a label for the button such as "Register here" as well as the URL to the desired signup page. For the URL use the relative path to your signup page. Example /s_signup.jsp?token=XVtQC1oGYFFaRhNaXxJaQVBRZEl8GnA%3D this way the register button will work on production and backup and any staging servers you may have.
 
 
Custom URL – If you only have one signup page in one language you can choose this option and enter the URL to that page here. Remember to use the relative path. Example /s_signup.jsp?token=XVtQC1oGYFFaRhNaXxJaQVBRZEl8GnA%3D this way the register button will work on production and backup and any staging servers you may have.
 
  
 
|-
 
|-
||'''Link Section Title'''
+
||'''Section Title'''
||Text entered here appears above the register buttons. Typically this is not modified.
+
||Text entered here appears above the register buttons. Typically the text entered is "New to the System?".
 
|}
 
|}
  
 +
===Page Formatting===
 
The following settings are available on the '''General tab''', '''Page Formatting''' section:
 
The following settings are available on the '''General tab''', '''Page Formatting''' section:
  
Line 354: Line 239:
 
|-
 
|-
 
||'''Background Image'''
 
||'''Background Image'''
||The image uploaded will appear behind the content of your login page (in the background). Upload an image in JPG or PNG format with a resolution of 1920 x 1080 or higher.
+
||The image uploaded will appear behind the content of your login page (in the background). 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 size low.
Browse a file from your computer using the '''folder icon ''' and upload it with the '''upwards arrow '''icon. You can delete any uploaded file with the '''trashcan icon. '''
+
Click the '''Browse''' button which looks like a folder icon to select a file from your computer and click the '''Upload''' button which has an '''upwards arrow '''to upload the image file.
'''Note: '''The background image field will only allow you to browse and upload a file once you have clicked the '''Save '''button on a new login page.
 
 
|-
 
|-
 
||'''Background Position'''
 
||'''Background Position'''
||Select how the image will render at different resolutions by choosing where to anchor the image vertically and horizontally. For example if you choose '''Top''' and '''Left''' as the position, then the top left area of the background image will always be visible on screen. Anything on the right/bottom of the image may not display depending on screen size and aspect ratio of the image and the users device.
+
||Select how the image will render at different resolutions by choosing where to anchor the image vertically and horizontally. For example if you choose '''Top''' and '''Left''' as the position, then 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 users device.
 
|-
 
|-
 
||'''Background Color'''
 
||'''Background Color'''
||Adjust this setting to change the color that will appear above the background image. Enter the desired hexadecimal value here without the # or use the color picker. Example, enter FFFFFF to have a white background.
+
||Adjust this setting to change the color that will appear above the background image. Enter the desired hexadecimal value here without the # or use the color picker. Example, enter FFFFFF to have a white background. You must enter either 3 or 6 characters if you are manually entering the hexadecimal value.
 
|-
 
|-
 
||'''Background Opacity'''
 
||'''Background Opacity'''
Line 368: Line 252:
 
|-
 
|-
 
||'''Panel Color'''
 
||'''Panel Color'''
||Select the color of the panel that appears behind the content such as the username and password. 
+
||Select the color of the panel that appears behind the content such as the username and password but in front of the background color and image
 
|-
 
|-
 
||'''Panel Opacity'''
 
||'''Panel Opacity'''
||Select the level of opacity for the panel that appears behind the content such as the username and password. '''Low''' will make the panel transparent, '''High''' will make the panel opaque.
+
||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'''
 
||'''Font Color'''
||Select the color used for all text that appears on the panel. Example '''Content Title, Content Text, Link Section Title, '' etc. Note you must make sure there is enough contrast between the foreground text and the panel or background image. Typically text is black on a white panel or white on a black panel.
+
||Select the color used for all text that appears on the panel. Example '''Content Title, Content Text, Section Title, '' etc. Note you must make sure there is enough contrast between the foreground text and the panel 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:
 
The following settings are available on the '''Routing Page''' tab:
  
Line 383: Line 268:
 
!|Setting
 
!|Setting
 
!|Description
 
!|Description
 +
|-
 +
||'''Page URL'''
 +
||This area displays the direct link to the routing page and gives you a preview button so you can see how the routing page looks without logging out.
 
|-
 
|-
 
||'''Button Label'''
 
||'''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.
+
||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".
 
|-
 
|-
 
||'''Header Title'''
 
||'''Header Title'''
||The text entered here will appear at the top of the routing page. Typically you will enter something like Registration Options.
+
||The text entered here will appear at the top of the routing page. Typically you will enter something like "Registration Options".
 
|-
 
|-
 
||'''Introduction Text'''
 
||'''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:.
+
||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'''
 
||'''Trailing Text'''
||The text entered here will appear under the list of signup pages. Typically you will leave this blank however some clients have chosen to add contact information here in case the user needs assistance
+
||The text entered here will appear under the list of signup pages. Typically you will leave this blank however you may want to add contact information here in case the user needs assistance.
 
|-
 
|-
 
||'''Routing Links'''
 
||'''Routing Links'''
 
||This dynamic section enables the administrator to add links to their desired signup pages onto the Routing Page.
 
||This dynamic section enables the administrator to add links to their desired signup pages onto the Routing Page.
To create a new link, click the + button.
+
To create a new link, click the '''Add''' button which has a '''+''' icon.
 +
|}
 +
 
 +
Each routing link has the following settings
 +
 
 +
{| class="wikitable"
 +
|-
 +
!|Setting
 +
!|Description
 
|-
 
|-
 
||'''Title'''
 
||'''Title'''
Line 404: Line 300:
 
|-
 
|-
 
||'''Description'''
 
||'''Description'''
||Text entered here will appear below the title and is used to clarify what kind of user should click this link. Using a user signup page as a link you might enter a few words like For applicants who are not associated with an organization.
+
||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'''
 
||'''URL'''
||The relative URL that the user will be taken to upon clicking on the link. You can use the lookup button to pick the desired signup page.
+
||The relative URL to the desired signup page.
 
|}
 
|}
  
The following settings are available on the '''Template''' tab but they are typically not modified:
+
==Template Tab==
 +
The following settings are available on the '''Template''' tab:
  
 
{| class="wikitable"
 
{| class="wikitable"
Line 418: Line 315:
 
|-
 
|-
 
||'''Sample Template'''
 
||'''Sample Template'''
||Clicking this link inserts the HTML, CSS and other code which is used to render the login page. Typically you would only add the sample template in two scenarios. First you have an older custom login page and you want to update your login page to use the new look and features, or you want to create your own customized login page with a different look and feel.
+
||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'''
 
||'''Login Page Template'''
||You can enter your custom code into this text area or modify the 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).  
+
||You can enter your custom code into this text area or modify the 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).
 
|}
 
|}
  
=See Also=
+
=Alternate Login Page Settings=
* [[Password Policy]] 
+
Settings from Alternate login pages which are typically only used in special circumstances
  
* [[Signup Page]] 
+
{| class="wikitable"
* [[Accessibility]]
+
|-
* [[Content management]]
+
||'''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 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'''
 +
||'''Insert Sample Template - '''Click this 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 Pages]]
+
[[Category:Interface]]

Latest revision as of 15:24, 27 August 2020

Overview

The Login page allows a user to gain access to your SmartSimple System. The user will authenticate on this page, typically by entering a username and password. You will need Global Administrator access to setup or edit login pages.

The login page is used to:

  1. Authenticate the user
  2. Switch languages
  3. Direct people to a signup page via the (routing page)
  4. Ask the user to accept the use of cookies
  5. Enforce agreement of your systems privacy and security policies.
  6. Reset your password

This article will show you how to setup and modify login pages within your system and we will look at other related settings.

In the above example the login section and the language drop down that enables you to switch to the other language specific login pages are both highlighted.

Configuration - Essentials

Creating a New Login Page

1. Click on the Menu icon on the top right of your page.

052919 MenuIcon.png

2. Select Global Settings.

3. Click on the Branding tab.

4. Click on Login Pages.

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.

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.

The new login page button.

7. Select the desired language

8. Modify the settings on the General tab as needed and press Save.

Multiple/Switching Languages

Administrators need to create a separate login page for each language you want to support. You choose the desired language for a login page when you create a new login page.

If you have more than one language login page, the user will see a drop down in the top right of the screen (As long as you are using the default layout or standard template). The user can choose their desired language from this drop down. The language the user chooses will follow through after login.

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 page by adding ?&lang=14 to the login page URL. The URL to a Spanish login page would look like this:

 https://myalias.smartsimple.com/s_Login.jsp?&lang=14

Creating a Routing Page

Routing pages are created to direct (guide) the end user to the appropriate page which is typically a 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


The routing page takes users to the signup page that is right for them.
How the configuration page for a routing page looks.
 

To create a routing page

  1. Go to Menu Icon > Global Settings > Branding tab > Login Pages link > edit the desired login page > Routing Page tab.
  2. Under Routing Links press the + button to add a new link.
  3. For Title enter some text to indicate the kind of signup page you will link to. Example Individual, Domestic Organization, International Organization, etc.
  4. For Description enter some text to help people choose the correct signup page. Example, For applicants who are not associated with an organization.
  5. 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 example: /s_csignup.jsp?token=XVtQHUUGYVpQRhRRXxNRS1BWZEl2HnFsFA%3D%3D&ptoken=XVtQC1oGYVpQRhRRXxNRS1BWZEl2HnFsFQ%3D%3D. Relative paths will resolve correctly and work on production as well as development/backup.
  6. Press Save.

Agreeing to Cookies

When we talk about Cookies we are referring to a small piece of data stored on a user’s computer. 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 Wikipedia article https://en.wikipedia.org/wiki/HTTP_cookie#EU_cookie_directive.


The first time a user comes to your system they will be presented with an alert explaining that Platform3 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.

It is possible to disable the cookie warning, but we recommend that you should leave this setting always on.

To access the cookie notification setting go to Menu Icon > Global Settings > Security tab and adjust the Enable Cookie Usage Acceptance toggle as desired.

The Cookies acceptance alert shown to all users first time they visit your system.

Privacy and Security Policies

Within your system you will need to setup Privacy and Security Policies. You will set these polices 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.

Learn more about Configuring Privacy and Security Policies

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 setup 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 is 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 if a user with access has the email entered the system will email instructions to that user so they can change their password.

If you do not receive an email within a few minutes check your spam/junk mail folder.

The forgot password email sent to users can be configured by doing the following:

  1. Go to Menu icon > Global Settings > Security Tab > Password and Activation Policies link > Activation Emails tab > scroll down to Password reset.
  2. Modify the content as desired.
  3. 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 a person and not an automated program is attempting to login.

CAPTCHA displayed after wrong email and password combination entered

You can toggle the CAPTCHA on or off for your entire system by going to Menu icon > Global Settings > Security tab > and choose either Enabled or Disabled. The inherit choice only affects signup pages and will not disable CAPTCHA on the login.

Note you can also choose to use an alternate CAPTCHA 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.

Global CAPTCHA Settings

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.

text

If you choose you can enable this check and warning message by doing the following.

  1. Go to Menu icon > Global Settings > Branding tab > Login Pages link > edit the desired login page.
  2. Make sure Page Layout is set to Custom.
  3. Go to the Template tab.
  4. Inside the Login Page Template text area search for disabled="disabled" (If you don't see it add the sample template).
  5. Remove the disabled="disabled" text.
  6. Press Save.

Alternate Login Pages

The Alternate tab from the Login Page list view is used to create and edit multiple custom login pages with a specific instance URL.

If you are on the Alternate tab When you click the New Login Page button that looks like a + icon in the action bar then you will create a New Alternate Login Page.

Alternate login pages work differently then Primary login pages, so you can’t reuse the code from the Primary login pages. Alternate login pages also require more customization and the users are required to enter a long url to use these

 https://myalias.smartsimple.com/welcome/MyFolder/?u=1 

Alternate login pages.png

Login Security Features

Other features related to logout, login and session timeouts can be found by going to the Menu icon > Global Settings > Security Tab. many of these settings are outlined in red in the screenshot below. For more information regarding these settings see the Security Settings page.

Login security.png

Failed Login Log

If a user attempted to login and failed, you can see a list (audit log) of the user names (the email they entered) their IP addresses and the time.

To see the Failed Login Log go to Menu icon > Global Settings > Security tab > Password and Activation Policies > and click on Failed Login Log in the left navigation.

Also, in the left navigation at this location, you can see locked accounts and other settings related to failed login attempts.

Settings Explained

General Tab

The following settings are available on the General tab:

Setting Description
Language Each login page must have a single language which you can select from the drop down.
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 to a 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.
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 underling 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 Text entered here will display in the browsers title bar or a page's tab. This text is used as the title tag in the html of the login page. Typically your organizations 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 Text entered here appears above the custom message on the right area of the screen. Typically this is replaced with something like "Welcome to XYZ".
Content Text Text entered here appears below the content title. 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 Enter a URL such as https://www.smartsimple.com/ and the user will be redirected to that URL upon logout or leave blank to have the user logout to the login page.

Privacy Policies

This section is only visible if you chose Page Layout of Default.

Section Choose to show or hide the Privacy Policies for your system on the 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 ability to self-register and gain access to your system.

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 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 the signup page that is right for them. Learn more about routing pages

The Custom URL option is best if you only have one signup page. If you choose this option you will be able to enter a label for the button such as "Register here" as well as the URL to the desired signup page. For the URL use the relative path to your signup page. Example /s_signup.jsp?token=XVtQC1oGYFFaRhNaXxJaQVBRZEl8GnA%3D this way the register button will work on production and backup and any staging servers you may have.

Section Title Text entered here appears above the register buttons. Typically the text entered is "New to the System?".

Page Formatting

The following settings are available on the General tab, Page Formatting section:

Setting Description
Background Image The image uploaded will appear behind the content of your login page (in the background). 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 size low.

Click the Browse button which looks like a folder icon to select a file from your computer and click the Upload button which has an upwards arrow to upload the image file.

Background Position Select how the image will render at different resolutions by choosing where to anchor the image vertically and horizontally. For example if you choose Top and Left as the position, then 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 users device.
Background Color Adjust this setting to change the color that will appear above the background image. Enter the desired hexadecimal value here without the # or use the color picker. Example, enter FFFFFF to have a white background. You must enter either 3 or 6 characters if you are manually entering the hexadecimal value.
Background Opacity Adjust this setting to change the opacity of the background color. For example High will make the color completely opaque and you will not see the background image. Low will make the background color completely transparent revealing the background image as uploaded. Something in between Low and High will create a translucent layer of color over the background image.
Panel Color Select the color of the panel that appears behind the content such as the username and password but in front of the background color 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 must make sure there is enough contrast between the foreground text and the panel 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:

Setting Description
Page URL This area displays the direct link to the 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".
Header Title The text entered here will appear at the top of the routing page. Typically you will enter something like "Registration Options".
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 list of signup pages. Typically you will leave this blank however you may want to add contact information here in case the user needs assistance.
Routing Links This dynamic section enables the administrator to add links to their desired signup pages onto the Routing Page.

To create a new link, click the Add button which has a + icon.

Each routing link has the following settings

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

The following settings are available on the Template tab:

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 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

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 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 Insert Sample Template - Click this 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.