Extranet

The Extranet app is an integral part of registering and working with users, which is essential for building loyalty, creating targeted communication, and increasing both customer satisfaction and profitability.

With the extranet app, you can:

  • Allow website visitors to register themselves as users from frontend
  • Allow registered users to view and edit their profiles
  • Allow users to login to restricted areas (personal or otherwise)
  • Display lists of users, groups, or both, on the frontend
  • Use advanced login functionality, with password recovery mechanics

To use the Extranet app, add it to a paragraph on a page. From the paragraph, you have access to the app settings window, which is used to control the app behavior.

Below the app header you will finde the show settings (Figure 2.1).

Figure 2.1 The show settings

The show settings allow you to choose what this instance of the Extranet app is for.

You can choose between:

  • Listing users and user groups
  • Allowing someone to view a specific user account (typically their own)
  • Enabling visitors to the page to create or edit a user profile
  • Rendering a login area

Your choice of app function will determine how the rest of the app must be configured. In the following section, you will learn about each option separately.

If you select List as the app function, you will be presented with a number of settings to control what and how you want to list users and user groups.

Here’s what they do.

With the List settings (Figure 4.1), you control the general settings for displaying the list.

Figure 4.1 Settings for controlling how and what to display on your extranet list

You must:

  • Select a template, which controls the layout of the list. You can display users, user groups – or both – in the list.
  • Select the users or user groups you want to display in the list
  • Specify if you want only to show the users and user groups selected, or if you want to include subgroups and users from subgroups – if you do, you can specify the number of levels you want to display.
  • Select a sorting order for the list – the default is by name, ascending

With the paging settings, you can activate (and customize) paging behavior for your list.

Figure 5.1 The paging settings control how to page through a list of users or user groups

You can:

  • Activate or deactivate paging
  • Specify the number of list items (results)per page
  • Select the type of previous and next button, and the corresponding text and/or image

With the details and search settings, you can customize how the details view and search functionality for your list view should behave.

Figure 6.1 WIth these settings, you can create or modify settings to control both search and your details view

You can:

  • Select a template which determines the layout of the details view of a user
  • Select a template which determines the layout of the details view of a user group
  • Select a template for the frontend search field which enables frontend searching of the user database

You have access to several template tags for the search template – read more here.

With the vCard settings (Figure 7.1), you can specify which user information you want to include in the vCards on users, which can be downloaded from the frontend.

Figure 7.1 Customize vCard downloads with these settings

The "Uploaded Images" section enables you to specify a folder to upload images to, as well as a max width and/or max height to resize the images to.

Figure 8.1 Uploaded Images settings

In most cases, the View profile option is used to allow logged-in users to view (and edit) their own profiles.

If you select View profile as the app function, you will be presented with a number of settings to control which profile want users to see, and how you want to display it.

Here’s what they do.

With the user details settings (Figure 10.1), you can control which user should be displayed by the app.

Figure 10.1 The user details settings

You can:

  • Specify a template, which will determine the layout of the user profile shown
  • Choose between showing the user currently logged in, or specify a different user
  • Allow (or disallow) editing of the user from the app

If you check the Allow editing checkbox, you will be able to customize the profile editing behavior of the app (Figure 11.1).

Figure 11.1 The edit profile settings

You can:

  • Specify a template, which will determine the layout when editing a profile.
  • Specify user groups, which the user can join on their own accord

With the manage addresses (Figure 12.1) settings, you can control how the app deals with user addresses.

Figure 12.1 The manage addresses settings

You can:

  • Select a template, which will determine how the user address list is displayed
  • Select a template for creating new addresses from the app (provided that you have activated allow editing)

With the vCard settings (Figure 13.1), you can specify which user information you want to include in the vCards on users, which can be downloaded from the frontend.

Figure 13.1 Customize vCard downloads with these settings

By selecting the Create profile option, you can allow users to register and create themselves from frontend via the app.

When selecting the option, you will be presented with a number of settings to control the process – here’s what they do.

With the Create user settings ({figureef}), you can control the app behavior in regards to the actual profile creation process.

Figure 15.1 The create user settings

You must:

  • Select a template, which will determine the layout when creating a user profile in frontend.
  • Specify the approval process (if any)
  • Specify any groups the user should belong to by default, and any groups he or she can actively select to belong to

You also have access to a couple of special settings:

  • Match anonymous users on the email address will match the new user to anonymous orders etc. if  they have the same email
  • Update existing users based on email match will update any users on the system with the new information if there's an email match
  • Require unique emails will cause the user creation to fail if the email exists on the solution
  • Use email for user name will clone the email field to the user name field for the new user

Email subscribe/unsubscribe

If you want to obtain consent for sending your users emails – for instance though the Email Marketing tool – select the email_subscribe.html. This template. This template contains a form with name and email input fields, allowing the user to subscribe to Email Marketing emails. When the user is created with this form, he or she will have email permission set to yes in their user profile

In a similar vein, if you need to set up email unsubscription, select the email_unsubscribe.html template, which contains an email input field, which lets users unsubscribe from Email Marketing emails, by unchecking the Email permission checkbox on their user profile.

Depending on your choice of approval process, you will have access to a number of settings for notifying administrators (Figure 16.1)  and/or your new users.

Figure 16.1 Settings for notifying an administrator on user creation

Common to these settings are, that you need to:

  • Select an email template to base the email on
  • Specify a from-address and a subject
  • Possibly specify one or more recipients (unless it’s a confirmation email, which is sent to the newly registered user)

With the redirection settings (Figure 17.1), you can control what to do after a profile has been created.

Figure 17.1 The redirection settings

You can:

  • Select a page or a template to redirect the newly created user to, depending on whether you have approval set up or not

With the error message settings ({figurerf}), you can customize the error messages displayed to website visitors, if they try and create a profile without filling the required fields, or enters field values in the wrong format.

Figure 18.1 The error messages settings allow you customize your error messages

The "Uploaded Images" section enables you to specify a folder to upload images to, as well as a max width and/or max height to resize the images to.

Figure 19.1 Uploaded Images settings

By selecting the Edit profile option, you can allow your users to edit their profiles from frontend via the app.

When selecting the option, you will be presented with a number of settings to control the process – here’s what they do.

The edit settings allow you to customize the profile editing behavior of the app (Figure 21.1).

Figure 21.1 The edit profile settings

You can:

  • Specify a template, which will determine the layout when editing a profile.
  • Specify user groups, which the user can join on their own accord

With the error message settings (Figure 22.1), you can customize the error messages displayed to website visitors, if they try and edit and save a profile without filling the required fields, or enters field values in the wrong format.

Figure 22.1 The error messages settings allow you customize your error messages

By selecting the Login option, you can create login procedures for your users, and customize them to your liking. The login functionality also allows you to automate password recovery methods, and much more.

The login settings (Figure 24.1) allow you to control the login functionality of the app.

Figure 24.1 The login settings

You can:

  • Select a login template, which will determine the layout of the login area.
  • Select a password recovery and password reset template, if you want to use reset and recovery mechanics.
  • Specify a page to redirect users to, once they’ve logged in
  • Select which fields are required for password retrieval – you can create custom fields for e.g. retrieval questions and answers.
  • Select a method for restoring passwords – send existing password, send new password, or send a password reset link (in which case you can specify for how long the link should be valid).

Because the login functionality also allows people to create new passwords, you have access to the error message settings.

With the error message settings (Figure 25.1), you can customize the error messages displayed to website visitors, if they try and create a password which doesn’t follow the password security settings.

Figure 25.1 The error messages settings allow you customize your error messages

Database

There is no database specific information available for this subject.

AccessUserExternalLogin

Configuration for external login providers (Facebook, Google etc.) linked to user via AccessUserId

Field name Data type Length
Id int 4
ProviderId int 4
ProviderKey nvarchar 255
UserId int 4
ProviderUserName nvarchar 255