Changes

Login Page

1,557 bytes added, 14:11, 13 August 2019
CAPTCHA on the Login
# Reset your password
This article will show you how to setup and modify login pages within your systemand we will look at other related settings.
[[File:Example of login page.png|thumb|none|500px|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. ]]
==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] you users must get be aware/consent from your usersto cookies.
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 '''OK''' to accept or navigate away. There is also a link to a longer description which explains what cookies are being used and the purpose of each cookiewhy.
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'''.
[[File:cookies.jpg|thumb|none|500px|The Cookies acceptance screen alert shown to all users first time they come to visit your system.]]
=Settings Explained=Privacy and Security Policies==The following settings are available on 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 '''General''' tab:policy and who to contact regarding privacy concerns.
{Learn more about [[Configuring_Privacy,_Confidentiality_and_Other_Policies| class="wikitable"|-!|Setting!|Description|-||'''Language'''||Each login page must have a single language which you can select from the drop down. Available languages are: Configuring Privacy and Security Policies]]
* 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* VietnameseThe login page will have a button called '''Privacy & Security Policies''' in the main panel below the email and password inputs.
|-||'''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 have chosen 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 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.|-||'''Login Title'''||Text entered here appears above the area where you authenticate. Generally it is not modified.|-||'''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.|-||'''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 date 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.|-||'''Logout Redirect URL'''||Enter a URL such as https://www.smartsimple.com/ here and Enforce User Acceptance the user will be redirected brought directly to that site your policies upon logout.|-||'''Link Section'''||Typically people are given the ability to self-register and gain access to your system. You have 3 options in this regardlogin.
'''None''' – You provide no links to =Configuration - Advanced===CAPTCHA on the Login==If you enter the wrong email and password into the login page twice you will see a signup pageCAPTCHA. Users cannot self-register CAPTCHA stands for “Completely Automated Public Turing Test to tell Computers and must be created and activated Humans Apart”. It is used in your system via this case to verify that a different methodology, such as auto loading, importing or manual creation by internal staffperson and not an automated program is attempting to login.
'''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_pagecaptcha-login.jpg|routing pagesthumb|none|500px|CAPTCHA displayed on login page after incorrect email and password attempt]]
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.
|-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.||'''Link Section Title'''||Text entered here appears above Note you can also choose to bypass the register buttonsuse of CAPTCHA for users in countries that are unable to communicate with CAPTCHA servers because of government policy. Typically this This is not modifieddone by selecting a country such as China in the bypass setting.|}
The following settings are available on the '''General tab''', '''Page Formatting''' section: {| class="wikitable"|-!|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.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. ''''''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'''||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.|-||'''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.|-||'''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. |-||'''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.|-||'''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.|} The following settings are available on the '''Routing Page''' tab: {| class="wikitable"|-!|Setting!|Description|-||'''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 some clients have chosen 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 + button.|-||'''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. Using a user signup page as a link you might enter a few words like For applicants who are not associated with an organization.|-||'''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 following settings are available on the '''Template''' tab but they are typically not modified: {| 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 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.|-||'''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). |} =Configuration - Advanced= ==ReCAPTCHA Security==Login pages will automatically enable Google reCAPTCHA functionality in order to ensure security standards. In order to modify or disable this setting, go to '''Global Settings > Security '''and scroll down to the bottom of the page.  :: [[File:Recaptcha.png|800pxthumb|bordernone|500px|Global CAPTCHA Settings]]
==Error Message==
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.
 
=Settings Explained=
The following settings are available on the '''General''' tab:
 
{| class="wikitable"
|-
!|Setting
!|Description
|-
||'''Language'''
||
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'''
||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.
|-
||'''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.
|-
||'''Login Title'''
||Text entered here appears above the area where you authenticate. Generally it is not modified.
|-
||'''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.
|-
||'''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.
|-
||'''Logout Redirect URL'''
||Enter a URL such as https://www.smartsimple.com/ here and the user will be redirected to that site upon logout.
|-
||'''Link Section'''
||
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.
 
'''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]]
 
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'''
||Text entered here appears above the register buttons. Typically this is not modified.
|}
 
The following settings are available on the '''General tab''', '''Page Formatting''' section:
 
{| class="wikitable"
|-
!|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.
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. '''
'''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'''
||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.
|-
||'''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.
|-
||'''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. 
|-
||'''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.
|-
||'''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.
|}
 
The following settings are available on the '''Routing Page''' tab:
 
{| class="wikitable"
|-
!|Setting
!|Description
|-
||'''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 some clients have chosen 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 + button.
|-
||'''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. Using a user signup page as a link you might enter a few words like For applicants who are not associated with an organization.
|-
||'''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 following settings are available on the '''Template''' tab but they are typically not modified:
 
{| 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 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.
|-
||'''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).
|}
=See Also=
Smartstaff, administrator
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