Member Security/Password Pages

You can place password protection on any web page. Pages can be secured by either "user security level" or "user security group" or both.

Users can be assigned a security level and security group by the web master only. User groups are great when you want to offer one user or family access to their own portfolio page, and give other users or families similar access to a different set of pages. This approach has been successfully used by building contractors with separate sections for each building project, and also by schools, to have different sections of their website for different children, where only their families can view their own child's profile.

You can also have one global password for any user on your website. No check is placed against individual members, and the member who logs in using this magic password gets automatic access to any page on your website. We suggest you do not use this approach, but it is often used by merchants offering access to their shopping cart only to people who know the password, but without wanting to manage large membership databases. Password reminders are automatically provided, so a user need only know their email address, which they normally do.

1. Login and add a "members registration" page to your website
2. Add the pages you want to be password protected, when adding the page, select the "password required" option. Put some content into those pages, so you know when you're looking at them. Publish Changes
3. Now view your members registration page on your live site and register yourself as a member. (pretend you're your own customer at this stage)
4. Go back to your editing area, click "my members" and see yourself added in that list. Tick your profile then update security to "authorized user". The security of your members must be higher than the privacy level of your pages. "Authorised Users" is the typical setting. By default, new users are only at the "Mailing List" level. It's important to have a manual step here to authorise access by administrators
5. Go check your email to find out your member password. (this is what the customer gets when they registered)
6. Go back to view members page on your live site, scroll down to login area and login.
7. You should see links to view your secure pages. (If not contact support for more help)

Forgotten Password?

If a user forgets their password, you can see it in the  members list, or they can use the forgotten password option on the login form

Customising Text and Emails

Once you understand the procedure you can customise the text of the login/registration page, and the password email sent to the customer, and also add additional questions for the registration form.

Protecting Existing Pages

You can make existing pages secure by clicking options button for a page, then selecting a privacy option of "authorised" user and possibly select a privacy group.

Where to set the Security Level for the Page

When editing a page you can set the Security Level for the page via the SECURITY link available in the small tabs at the top-right.

Member Security Levels

There are many security levels. Mailing list is the default. "Email Confirmed" means that the customer has successfully logged in or otherwise clicked a link in their email to validate their existence. Then there are several levels of Authorised Users.

Member Security Groups

You can also assign/filter security by user groups.Eg if you want two customers to both login, but you want Customer A  to see one page and Customer B to see a different page. A member can belong to multiple groups, but a page can only be secured by 1 group. 

• To do this Create a series of groups in the MEMBERS > Member Groups area.
• To protect/assign a page to a specific group, navigate to the page then choose SECURITY > Page Privacy by Member Group, then choose the relevant group
• To assign a member to a group, edit the member in the MEMBERS area, then in the Tags//Groups section, click to enrol the member in the required groups.
   

Note if you use security groups, you should also set the security level to "authorised user" as a minimum.

Page Layouts

There are also member page layouts with no login, no registration form, or both.

Automatic Registration / Paid Registrations

Members are automatically added to your member list whenever anyone makes contact with you via your website. This is used for mailing lists. You should increase the security level of special customers, and change their user group to identify them as special cases, eg visitors versus validated customers or staff. You can achieve automatic member registration also using the shopping cart. You can set a product to automatically increase a customers membership level and email them a password as soon as they have paid for their order. You should refer to an ordinary shopping cart to achieve this purpose.

Sharing Files with Members or Groups

To share pages of your website, refer the above options. To share files on your website, refer to the "My Files" widget under collaborative pages. My Files is perfect for sharing personal/confidential files with individual users. Whereas if you want to share several common files with several users, but in groups, then you should instead assign the members to groups, and assign "File List" pages to those same groups.