Create and Send Usernames and Passwords in Members Only Section

Question

How do I create and send usernames and passwords for Members Only to my members?

 

Answer

The View Profile's Portal, when selected, will take you to a password-protected area of your website where your members can browse the Members Only area. You will need to create the login credentials (username and password) for the profile when they become a member. 

Portal Credentials are stored on the Web Tab of a Profile Record. You can create and manage them individually, or you can have WebLink Connect create portal credentials automatically for every profile without them.

To manually create/edit the username and password of a profile:

1. Find and open the profile, using the Quick Search on the left of your screen or the Profile Selector.

2. Click the Web tab, then the Portal tab.

3. Type into the username and password fields and enter any username and password (letters and/or number).

4. Click Save Credentials.

To automatically assign a username and password to all profiles:

1. Go to Communication > Web > Create Portal Logins.

2. Click Yes. All profiles that do not already have a username and password will have these fields automatically filled in. This process does not affect profiles that already have a username and password.

NOTE: this automated process will fill in the Profile ID number as the username, and the last 4 digits of the phone number as the password.

You can send usernames and passwords in mass using the Mass Communicator.

1. Go to Communication > Send Mass Communication.

2. Fill in the 'To:' field with the profiles you want to send the email to (all members, all related profiles, etc.).

3. In the Message tab, use the HTML Editor to compose your message. To insert the username/password, click the Special Field dropdown and insert 'Portal Login Credentials Link' wherever you want the username and password to appear. When you send the email, this will automatically populate with each individual user's credentials.

4. Send your email as usual. For more information on using the Mass Communicator, see the Communication section of the Knowledge Base.

 

 

 

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Comments

3 comments
  • When a member calls and is experiencing trouble with logging in the registration website because they've forgotten their username and password that is set up for them in the web portal, we can usually view this information by pulling their name through the profile browser, selecting web and then portal on the tool bar. Currently, I can view the username, but the password only shows xxxx and can't be viewed. I use to be able to see the passwords but now they are set to private. How can we fix this screen so we can assist them when they forget their password?

  • HI Mary,

    Yes, it is a rights issue. You will go into Admin>Manage Users> Click on the employee(s) that you want to be allowed to see the password then click the button for Allow this user to view portal passwords in the Profile / Web / Portal tab. Hope this helps!

  • I'm getting the following error when trying to update a user's security for the portal:

    WC_PortalAuth Error. Invalid ProfileID (2q289i).

    What needs to be done to fix this?

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