Configure the process for a forgotten password

Visitors to the site can forget their password. If this happens, you can send an e-mail which the visitor can use to reset his/her password.

Set up a mail for a forgotten password

You have a default template you can link to the site, but you can also record a message yourself.

To create a default e-mail message:

1. Go to: General / Management / Message / Message template.
2. Click on: New.

   You can also change the Change forgotten password default message.

3. In Message type, select Change forgotten password.
4. Enter the description.
5. Enter the subject for the e-mail, for example: Reset forgotten password.
6. Enter the text for the e-mail message.

   You can use Tags in both the subject and in the body text of the e-mail. By using tags, you can personalise the message.

   For example, you can add the name of the user as {Salutation}. In that case, in the e-mail message, 'Dear sir/madam' is replaced by, for example, 'Dear Cas de Graaf'.

   More information: Use tags in an e-mail message.

   You can use different tags in the message templates for e-mailing messages from Profit. An example of a tag is {QuotationNumber}, which you use to retrieve the specific quotation number from the quotation that was automatically attached to the e-mail as a PDF.

   Below you can see the possible tags for the e-mail message templates. For each process step, you have various additional tags to incorporate the step-specific details into the message template.

   The tags are supplied with Profit. You cannot create your own tags.

7. Click on: OK.

Link an e-mail message to a site

You link the e-mail message to your site. Thus, you can send a different message per site.

To link a forgotten password e-mail:

1. Go to: General / In & OutSite / Site.
2. Open the properties of the site.
3. Go to the tab: Message templates.
4. Select a value for Template (lost password).

   Here you select the message which is sent if the user forgets his/her password.

5. Click on: OK.

Determine the e-mail address of the user

If a visitor to an OutSite site has forgotten his password then an e-mail message is sent to the e-mail address specified for the person on the Portal access tab.

For InSite, you record the e-mail address in the user properties.

To record a user's e-mail address:

1. Go to: General / Management / Authorisation tool.
2. Open the properties of the user.
3. Go to the tab: General.
4. Enter the e-mail address.

   If no e-mail address is entered, the user does not receive an e-mail if he has forgotten his password.

5. Click on: OK..