Difference between revisions of "Password Variables to Set or Reset User Passwords"
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* Navigate to '''Menu Icon > Global Settings > Communications > System Email Templates'''. You can filter the list by searching for “Workflow Email”. | * Navigate to '''Menu Icon > Global Settings > Communications > System Email Templates'''. You can filter the list by searching for “Workflow Email”. | ||
* Depending on your specific system configuration you might have many emails to review. | * Depending on your specific system configuration you might have many emails to review. | ||
| − | * The easiest way to do this is to export using the '''Export Emails''' button. | + | * The easiest way to do this is to export them using the '''Export Emails''' button. |
* This will export the list to an excel file. | * This will export the list to an excel file. | ||
* Now you can search excel for all variables. If you find anything which needs to be updated you can go back to the system and update relevant email by clicking on the pencil button next to the relevant template. | * Now you can search excel for all variables. If you find anything which needs to be updated you can go back to the system and update relevant email by clicking on the pencil button next to the relevant template. | ||
Revision as of 08:00, 22 September 2023
Contents
Overview
In the upcoming November 2023 release, the use of password variables will be deprecated to enhance security measures and align with best practices. Instead of using the soon to be deprecated password variable @password@ which sends a password in plain text in the email body, all systems will be required to adopt the following activation link variable. This variable will redirect users to a designated page where they can securely set their desired password:
https://@url@@activationlink@
Therefore, the following variables will be deprecated and will not work after the November upgrade:
-
@password@- Generates a new password for new users -
@randompassword@- Generates a random password for existing users -
@passwordresetlink@- A link that allows existing users to reset their passwords -
@checkactivatedpassword@- Checks if a user is activated. If sent to a user who is not activated, it generates a new password. If the user is activated, it will send the words “existing password”. -
@checkportalpassword@- If sent to a new user, it will generate a new password. If sent to an existing user, it will send the words “existing password” and promote the user to an admin/portal type user.
If you need help updating email templates for new users or password resets, reach out to our Support team.
Areas for review
Depending on the configuration of your system, there may be references to the soon-to-be deprecated variables within your workflow emails. Be sure to check these as well as part of your review. Make sure to check any existing workflow emails for these soon-to-be deprecated variables.
Password and Activation Policies
These email templates are located at Menu Icon > Global Settings > Security tab > Password and Activation Policies > Activation Emails tab. Clicking the Sample Template link will replace the existing email template, with a sample template from SmartSimple which contains the new activation link variable. You can of course modify this template as needed but be sure to place the variable in the appropriate place.
User Signup Pages
Depending on how your user signup pages are configured, you may also need to update signup page templates for new users which can be found at Menu Icon > Global Settings > Communications > System Email Templates. You can filter the list by searching for “Signup Page”.
You can also review the list of all User Signup Pages by navigating to: Menu Icon > Global Settings > Users > Signup Pages
System Email Templates
Password variables can also be found in workflow emails, usually in User workflow type where workflow can activate and send an activation email to a user.
Sometimes password variables can also be used in standard workflow emails. This makes them difficult to find.
The recommendation on how to find them is to follow the following steps:
- Navigate to Menu Icon > Global Settings > Communications > System Email Templates. You can filter the list by searching for “Workflow Email”.
- Depending on your specific system configuration you might have many emails to review.
- The easiest way to do this is to export them using the Export Emails button.
- This will export the list to an excel file.
- Now you can search excel for all variables. If you find anything which needs to be updated you can go back to the system and update relevant email by clicking on the pencil button next to the relevant template.
