Difference between revisions of "Freeside:3:Documentation:Self-Service access without service"

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(Backend Configuration)
 
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Freeside can now allow customers to login without a specific svc_acct or svc_phone service linked to their account.  The new feature uses the contact feature on a customer account.  A drop down box allows you to define the contacts Self-Service access.
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Starting in version 3.2, Freeside can now allow customers to login without a specific svc_acct or svc_phone service linked to their account.  The new feature uses the customer contacts.  A drop down box will allow you to configure a contacts Self-Service access. The Self-Service portal will need to upgraded in addition to Freeside itself.
  
 
=Backend Configuration=
 
=Backend Configuration=
 
* The Self-Service will need to upgraded if you are running software older than December 30th 2013.
 
  
 
* Set selfservice-password_reset_verification to "Click on a link in email"
 
* Set selfservice-password_reset_verification to "Click on a link in email"
 
* Set selfservice_server-base_url
 
* Set selfservice_server-base_url
  
When adding a contact with an email address, the customer will be sent an email to reset their password and allow access to the Self-Service portal.    There is also direct access to the forgot password functional.  You will need to link to: selfservice.cgi?action=forgot_password. This works for both svc_acct and customer contact Self-Service accounts.  Self-Service now accepts an email address for the login, no more separate domain field.  Customers using the single domain configuration will still continue to work for customers who only want to enter a single username.
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=Usage=
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* When adding a contact with an email address, the customer will be sent an email to reset their password and allow access to the Self-Service portal.     
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* There is also direct access to the forgot password functionality.  You will need to link to: selfservice.cgi?action=forgot_password.  
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* Forgotten password functionality works for both svc_acct and customer contact Self-Service accounts.   
 +
* Self-Service now accepts an email address for the login, no more separate domain field.   
 +
* Customers using the single domain configuration will still continue to work for customers who only want to enter a single username.

Latest revision as of 15:00, 19 January 2014

Starting in version 3.2, Freeside can now allow customers to login without a specific svc_acct or svc_phone service linked to their account. The new feature uses the customer contacts. A drop down box will allow you to configure a contacts Self-Service access. The Self-Service portal will need to upgraded in addition to Freeside itself.

Backend Configuration

  • Set selfservice-password_reset_verification to "Click on a link in email"
  • Set selfservice_server-base_url

Usage

  • When adding a contact with an email address, the customer will be sent an email to reset their password and allow access to the Self-Service portal.
  • There is also direct access to the forgot password functionality. You will need to link to: selfservice.cgi?action=forgot_password.
  • Forgotten password functionality works for both svc_acct and customer contact Self-Service accounts.
  • Self-Service now accepts an email address for the login, no more separate domain field.
  • Customers using the single domain configuration will still continue to work for customers who only want to enter a single username.