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Design User Login

For information about how to create or edit a part, as well as the tabs on the Edit Part screen, see Create and Edit Parts.

1. From the Design tab, when you configure social media for third-party authentication with social networks such as Facebook and Twitter, Social website login appears with the Enable social website login checkbox. To enable social media options for the login, select the checkbox. Additional options appear.
a. In the Sign in text field, enter the text to display for standard and social network login options.
b. In the Social website sign in text field, enter the text to display above the social site icons.
c. Under Display options, specify where to place the social site icons relative to the standard login fields.

Note: For more information about social media for third-party authentication, see Social Media.

2. Under Captions and properties, select whether to include forms for new registrations or forgotten logins. To include a form, select its checkbox in the Enabled column.

Note: To change the caption for a form, select the Language tab. For information about the Language tab, see Language Tab.

We recommend you clear New User Registration if you import records from The Raiser's Edge into the website. Imported users are registered automatically, so they do not need to register a second time with the User Login part. For information about how to import users, see User Imports.

You also may want to clear New User Registration so that The Education Edge applicants, students, parents, and alumni do not sign up as new registrants because you can only download new registrants to The Raiser's Edge. New registrants download to The Raiser's Edge from the Sign-Up Requests transaction on the NetCommunity page. You cannot download new registrants from this transaction for The Education Edge.

Note: After you create a login page with the User Login part, select it in the Member Login Page field in the Registration and Login Options frame on the Settings tab in Sites & settings. For more information, see Registration and login options settings.

3. In the Constituent code field, select the constituent code to assign to users who use this form on your website. For more information about constituent codes, see Constituent Codes.
4. Under Navigation, select the web page to appear after users log in, log out, register, or reset passwords.
By default, the Login, Logout, and New user registration forms are set to the default home page you selected on the Settings tab in Sites & settings, and the Password reset form is set to blank.
To clear the web page selected for a form, click Remove page for that form. If you do not select a page for New user registration, users are directed to the page selected for the login form. If you do not select a page for Password reset, the program does not redirect users to another page. Instead, a message appears to indicate the password is reset.
5. Under Additional fields, select the biographical fields to include on the new user registration form.
a. In the Field grid, select Include for each field to include on the form. To make a field required, select Required. When you select Include for the Address block field, it is automatically required.
b. In the Attribute grid, select Include for each constituent attribute to include on the form. To change the text to appear on the web page, enter it in the Caption field. To make the attribute required, select its checkbox in the Require column. To move an attribute in the list, click and drag the dotted button on the far left.

The Raiser's Edge provides these constituent attributes. To add a new attribute for your part, create it in The Raiser's Edge. For example, you can use a constituent attribute to track t-shirt sizes for participants. To track this information, create a t-shirt size attribute. If you know an attribute exists, but do not see it online, check the Settings tab in Sites & settings to verify the attribute is available.

6. Under Role assignment, select the checkbox under Member for each role to assign to users who sign up through this User Login part.
7. To create a reminder email to send to members who click Forgotten Password/Username or Forgotten Password, click Forgotten Password/Username Email on the action bar. The HTML editor appears. You can use the default text provided or enter different text.

Note: When you include the Password Reset Link merge field in the reminder email, the field displays as a secure link that remains active for 24 hours. When a user clicks the link, a secure page appears to enter and confirm a new password.

8. To create an email to send to new users after they register, click New User Registration Email on the action bar. The New User Registration Email screen appears. You can use the default text provided or enter different text. Use the merge fields to include the username, password, and other personalization.

For information about how to create an email, see Design and send an email message.

9. To create instructions to appear on the Login, New User Registration, and Forgot Password screens of the part, select the Helplets tab. For information about this tab, see Helplets Tab.
10. To customize the messages and labels that appear for the part on your website, select the Language tab. For information about the Language tab, see Language Tab.
11. Click Save. You return to Parts.