1. Home
  2. AccessAlly
  3. Email
  4. AccessAlly Password Guide

AccessAlly Password Guide

This article explains how to handle passwords with AccessAlly, your CRM, and options for storing passwords or not.

Password Options

By default, user passwords are encrypted and stored in WordPress.

You can also choose to store the password inside your CRM. Infusonsoft is the only CRM at this time that encrypts the password field.

1. Store passwords

  • Map the password field in AccessAlly > Settings > General Setup > Set Up The Username and Password Settings
  • You can choose a standard password field from your CRM or create a custom field to store the password.
  • Screenshot from AccessAlly showing where to find the password field

  • Verify that the non-encryted password field in your CRM doesn’t pose a security risk for your business
  • Use features like emailing passwords when someone purchases and sending auto login links to current subscribers

2. Do not store passwords

  • Verify the password field is blank so that no passwords will be stored in your CRM. Go to: AccessAlly > Settings > General Setup > Set Up The Username and Password Settings
    Screenshot from AccessAlly showing the blank password field
  • Note the following features do not work when you don’t store passwords in your CRM.
  • 1. Email Passwords – You will not be able to email the password to clients since it isn’t stored. This includes confirmation emails after purchase. Note: You can securely display their login info on the thank you page.

    2. Auto Login Links – You will not be able to send auto login links to current email subscribers.

Reset a User Password

There are two ways that a user can reset their password.

  1. The user can click on the Forgot Password link on the login form.
  2. They’ll be prompted to enter their email address and get a new password.
  3. They’ll receive an email from WordPress that has a link to reset their password.
  4. screenshot of the forgot password link

    Note: You can update the language in your login widget to reflect how you want your users to use it.

    2. Configure an Account page for your users

    You can set up an Account or Profile page for your users and give them the option to update their password. Click here for more information on how to create an Account Profile page.

    3. Security

    There is no way for your users to create their own passwords upon purchase or signup. The reason behind this is simple: security.

    We believe in safe software and users picking simple and re-used passwords can leave your site vulnerable.

    While a user may reset their password at any time, AccessAlly does its best to set them up with a safe password to protect you (and them) from the start.

    Alternative Ways to Emailing User Passwords

    If you don’t want to email or display user passwords on AccessAlly for security or other reasons there are two alternative ways to do this for both Free and Paid Offers.

    This is especially useful if you choose not to store passwords.

    1. On-Demand Login Feature

    Free Opt-ins: You can use the On-demand login feature to automatically log your new users in.

    The On-Demand login will not log people in if they already have an existing account on the site – instead, it will ask them to enter their username and password. This is done for security reasons so that a stranger doesn’t use someone’s email address to gain access to their account.

    2. Snappy Login Links™️ feature (never use a password)

    You can opt-out of using passwords altogether with the Snappy Login Links™️ feature.

    If a member already exists, you can use Snappy Login to have a one-time expiring link sent to a member’s email address that allows them to log in without a password.

    3. AccessAlly Welcome Email Functionality

    You can use AccessAlly’s Welcome Email to send out a password reset link to your user after they have purchased. From there they can easily set a chosen password.

    4. Display the user’s login information after purchase

    You can deliver your new users’ password directly after purchasing on the thank you / confirmation page. This is a good option if you don’t want to store passwords in your CRM.

    Go to: AccessAlly > Offerings > Choose the offering you want to edit > Go to Forms > Click the pencil icon to edit.

    Screenshot of edit order form button

    Go to the Payment Success tab, and in the message area, you will add the following text:

    Username: {[username]}
    Password: {[password]}

    This will dynamically load the username and password for the user.

    Screenshot of success message area

    Once entered, click Save.

    Now when a customer purchases this Offering they will automatically be logged in and will be provided their username and password on the Thank You success page.

    Password Troubleshooting

    Issue: Users Receiving Empty Passwords in Welcome Emails

    Use this article if your user is receiving empty passwords in emails with AccessAlly.

    Step 1. Purchase using a test user to see if you can recreate the issue. If the issue presents with your test purchase, move to Step 2. If the issue doesn’t persist with your test purchase, check to make sure the contact IDs match for the user that purchased. Once the contact IDs match in your CRM and AccessAlly, resync your user.

    Step 2. Check the HTTP post/webhook in your CRM
    Check to make sure an HTTP post/webhook sends to AccessAlly in your campaign after someone opts in/purchases, and before the email is sent.

    Step 3. Verify the HTTP post is correct
    If the Webhook is in the right location, check that the URL to make sure it’s correct. Remember to check for extra spaces before or in the URL.

    Find your unique HTTP Post in AccessAlly. Go to: AccessAlly > Settings > General Setup >Send HTTP Post settings > Find your HTTP Post URL.

    HTTP post from general setup inside AccessAlly

Updated on May 19, 2021

Was this article helpful?

Related Articles

NO QUESTION GOES UNANSWERED

If you have any questions, we're just an email away.

We take your success seriously, and you'll always get a speedy reply from a real person during business hours.

Opt-In-Laptop.png

AccessAlly is the #1 WordPress Course and Membership Solution for Industry Leaders

WATCH THE DEMO

You'll get follow-up emails about AccessAlly and new features. Opt out anytime. Full privacy policy here.