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 the List mode you are presented with settings which control what and how you want to list users and user groups.

The List settings (Figure 3.1) control the general settings for displaying the list.

Figure 3.1 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

The paging settings (Figure 4.1) are used to activate (and customize) paging behavior for your list.

Figure 4.1 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

The details and search settings (Figure 5.1) give you control over the details view for a list item, and how the search functionality for your list view should behave.

Figure 5.1 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.

The View profile mode is used to allow logged-in users to view (and edit) their own profiles. When selected you gain access to settings which control the profile shown, and how it should be displayed (Figure 6.1).

Figure 6.1 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 gain access to a set of related settings (Figure 7.1).

Figure 7.1 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
  • Select a consent activity which can be collected from this form

Read more about consents in the Data Processing article.

The manage addresses mode provides you with settings for displaying and editing addresses belonging to the logged-in user (Figure 8.1).

Figure 8.1 The manage addressesmode

You can:

  • Select a template for listing addresses
  • Select a template for creating new addresses

These settings are also available from the View Profile mode.

The Create profile mode enables users to register and create accounts from frontend. The Create User settings (Figure 9.1) are used to configure the process.

Figure 9.1 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

FInally, you can select a consent activity which can be collected when creating a new user. Read more about consents in the Data Processing article.

Depending on your choice of approval process, you will have access to a number of settings for notifying administrators (Figure 10.1)  and/or the created user.

Figure 10.1 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)

The redirection settings (Figure 11.1) define what happens after a profile has been created.

Figure 11.1 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

The Edit profile mode allows users to edit their profiles from frontend via the app.

The edit profile settings (Figure 12.1) control the basic behavior - they are identical to those included in the view profile mode.

Figure 12.1 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
  • Select a consent activity which can be collected from this form

Read more about consents in the Data Processing article.

The Login mode settings (Figure 13.1) are used for logging users in to the frontend - and for defining related behaviors such as automated password recovery methods. 

Figure 13.1 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).

Select view modes have access to the Uploaded Images section (Figure 14.1), which specifyies a folder to place any user-uploaded images in. You can also set a max width and/or max height to resize the images to.

Figure 14.1 Uploaded Images settings

Select view modes have access to vCard settings (Figure 15.1), from which you can specify the user information you want to include in a vCard which can be downloaded from frontend.

Figure 15.1 Customize vCard downloads with these settings

Dynamicweb supports vCard version 3.0 and UTF-8 encoding. vCard 3.0 is fully supported by Apple and Google, but has issues on some Microsoft platforms, e.g. the Windows 10 Windows Contacs app.

Read more about the vCard format used in Dynamicweb.

Modes which allow you to create or edit a user profile contain error message settings ({figurerf}). The error messages can be displayed to visitors which try and create a profile without filling the required fields, or enters field values in the wrong format.

Figure 16.1 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