Courses: Password Management

Our password management system has been upgraded with advanced features to provide greater flexibility and security. Users now have the ability to set their own passwords, utilize personalized Magic Links, and experience a more streamlined login process. Additionally, the previous password custom field has been replaced by a new login URL custom field to enhance user experience. These updates aim to simplify password management, improve onboarding efficiency, and offer a more secure and user-friendly system.

Key Features in Password Management

• User-Defined Passwords: Users can now create their own passwords using the login URL, eliminating the need for automatically generated passwords.

• Magic Links: Personalized Magic Links are included in all course-related emails and triggers, enabling users to set their passwords with ease.

• Redirect to Set Password Page: Users who attempt to log in without setting a password will be redirected to the Set Password page, ensuring they complete this necessary step.

How the System Works

Sending the Initial Email

The system will automatically send an initial email when an offer is granted or a purchase is completed, depending on your settings. If the default template is enabled in the Membership Settings, the email will include a link for login access.

For custom email templates, make sure to include the Login URL custom field.

If you have set up a workflow to send the initial email, be sure the login URL is included in either the template or plain text editor.

? Note: Users will need this link to set their passwords.

Setting the Password

If users try to log in without having set their password, they will automatically be redirected to the Set Password page.

Forgot Password Process

If a user forgets their password, they will receive a reset link allowing them to create a new password within two hours of their request.

Once the password is reset, users will be automatically logged in.

Important Notes on the New Features

• Removal of Password Custom Field: The password custom field has been removed from all template builders and workflow email options. Users cannot add this field to new templates, and any existing templates containing this field will no longer populate it.

• Magic Links Implementation: New personalized Magic Links will be used in all emails and triggers via the login URL custom field.

By adopting user-specific Magic Links and removing the password custom field, we have streamlined the process and greatly improved the overall user experience.