Contact Sign In

You can add sign-in functionality anywhere on your website with the Contact Sign In content item. Contacts can sign in, get help if they have forgotten their password or username, or create a new account.

Note: In order for the Contact Sign In content item to create new user accounts, you must enable the Allow “Forgot my username” to automatically create user credentials for existing contactssystem setting.

If a contact’s email has already been added to an organization’s database, for example, when a staff user adds a new contact without selecting to Create an account, the Contact Sign In content item can create a user account for the contact.

Note: The contact cannot have a user account, and a contact cannot have different user accounts based on their emails.

When a contact visits your website and indicates that they have forgotten their username (by clicking the username link) and they enter their email, they will see a message informing them they will receive an email containing their username information. The email includes a link back to your sign-in screen where the contact can set a password for their username.

If the same email exists more than once in your database, then when a contact tries to indicate they have forgotten their username by clicking the username link, the content item responds with a message that multiple accounts with this email exist. The contact will have to seek staff assistance.

If the email for a contact does not exist in your database, then when a contact tries to indicate they have forgotten their username by clicking the username link, the content item responds with a message that the contact’s information does not exist in the system.

Contact Sign In configuration options

This content item uses the Common content item configuration options, in addition to the following:

• Override the system message for this content if sign in fails - Select this option to override the message specified in the system settings.
  • Message if sign in fails - The custom message displayed when a sign-in attempt fails. This field is required if the override message option is selected.
    

  Note: This message will only apply to this particular instance of the content item.

• Display forgot password link - Enable this option to display a link for contacts to reset their password.
  • Forgot password instructions - The message displayed when a user has forgotten their password.
• Display forgot username link - Enable this option to display a link for contacts to request a forgotten username.
  • Forgot user ID instructions - The message displayed when a user has forgotten their username.
• Display create account link - Enable this option to display a link for users to create a new account.
  • Create account link text - The link text shown for creating a new account.

Notes

• Out-of-the-box, the SignIn shortcut is used to display this content item. The Forgot username? and Forgot password? links also use the SignIn shortcut.
• This content item is hidden from logged-in users.
• When you add an instance from the Contact Sign In content item to a content record, its configuration will not be reflected in other instances of this content item.
• The emails sent when a contact has forgotten their username or password uses the email templates defined in Settings > Contacts > Account management.
• Multi-factor authentication can be enabled (Settings > Contacts > Authentication):
  • Each time a system administrator logs in to iMIS over the web, they are prompted to enter a security code.
  • Access to iMIS websites requires a valid security code.
  • Instructions to obtain a security code will be emailed to the system administrator.
  • System administrators must have a valid email address in order to avoid being locked out.
  • Multi-factor authentication is disabled by default.