Contact Actions Menu - Web Login

Overview

Updated 07/07/2021

This Web Login option is located in the Contact Actions drop-down menu. Selecting this menu item displays a contact-specific Web Login User wizard which allows Avionté users the ability to manage web login credentials for individual contacts. 

Prerequisites

Ensure that the Web Login and Web Portal Menu User tabs are active by following the steps in Admin Tools: Wizard. If the tabs are not marked as active for the specific branch, they will not display.

Access the Web Login Window

1. From the Main Menu, navigate to Front Office > Contact.
   
   
2. Search for a Contact using the search fields at the top of the application.
   
   
3. Click on the contact for whom you are managing web login access. The Summary sub-tree item will open. 
   
   
4. Click the Actions drop-down menu. 
   
   
5. Select Web Login from the list. The Web Login User window displays.
   
   
   
   

Configure the Web Login Tab

1. The Web Login User window may display two tabs, the Web Login tab and the Web Portal Menu User tab. Enter the information in the fields according to the definitions outlined in the Web Login Tab Definitions section below.
   Note: The Web Portal Menu User tab only displays if the cnt_WebLogin config option has been enabled. 
   
   

Login Info Section

Field	Description
Login Name	(auto-populated) The username based on the Avionté Core application username.
Password	(asterisks displayed for security) The password that will be used to log into the Customer portal.  Note: If a password is not entered, a 16-character password will be generated for the user. Check the "Email Web Login" box to send the password to the user's email. Click on the asterisks in the field. Delete the asterisks. Type in the user's new password. Web Login password requirements: At least eight characters One special character One capital letter One number Passwords with 16 or more characters may be any combination Five failed password attempts will disable entry attempts for 15 minutes
Reset	Click the Reset button to populate the Password field with a random password. The user may type over the password to install a custom password.
User Description	(auto-populated, but editable) A free-text description of the user.
Related User	This drop-down menu selection provides the ability to conveniently configure the contact's credentials based on a role or other, already-existing contact.

Options Section

Field	Description
Account Locked	When unchecked, the contact is unable to access their account.
Reset Password at Next Login	When checked, the contact will be prompted to reset their password during the next login.
Email Web Login	When checked, an email containing login credentials is sent to the contact.

1. Click Next to proceed to the Web Portal Menu User tab, if the config option has been enabled. If the config option has not been enabled and the tab does not display, go to Step 11. 
   
   
   
   
2. Click Generate Web Portal Menu Users. A list of web items will populate in the grid. 
   
   
   
   
3. Select the specific items listed in the grid that this selected user is allowed to view/access by placing a checkmark in the IsVisible column.
   
   
   
   
4. Click the Finish button in the lower right corner of the Wizard. 
   
   

Web Login Tab Definitions

See the list of definitions below for more on completing the Web Login tab of the Web Login User window.

Login Info Section

Field	Description
Login Name	(auto-populated) The username based on the Avionté Core application username.
Password	(asterisks displayed for security) The password that will be used to log into the Customer portal.  Note: If a password is not entered, a 16-character password will be generated for the user. Check the "Email Web Login" box to send the password to the user's email. Click on the asterisks in the field. Delete the asterisks. Type in the user's new password. Web Login password requirements: At least eight characters One special character One capital letter One number Passwords with 16 or more characters may be any combination Five failed password attempts will disable entry attempts for 15 minutes
Reset	Click the Reset button to populate the Password field with a random password. The user may type over the password to install a custom password.
User Description	(auto-populated, but editable) A free-text description of the user.
Related User	This drop-down menu selection provides the ability to conveniently configure the contact's credentials based on a role or other, already-existing contact.

Options Section

Field	Description
Account Locked	When unchecked, the contact is unable to access their account.
Reset Password at Next Login	When checked, the contact will be prompted to reset their password during the next login.
Email Web Login	When checked, an email containing login credentials is sent to the contact.

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