Account-related pages

This chapter describes settings related to the Xpand Portal member account. A combination of pages is used to manage portal member accounts. On the Accounts Settings page, which should be a parent page for the account-related pages, you configure links to each of the related account page. Also, on the page you can enable or disable the Notifications functionality.

To create such an Account Settings page on your portal:

  1. In CMS, go to Content.
  2. Select the icon next to the node with the icon. For example, next to en-us.

      Note

    The  icon  identifies the site localization root node. The site localization name may be different in your case.

  3. In the Create pane, select My account page.
  4. On the Account page setting tab, you set up the following:
    1. Login page - Specifies a portal page that will be opened when a portal member is signing in. Click Add and locate the corresponding page that must already be created or Remove if you want to remove or update the link.
    2. Logout page - Specifies a portal page that will be opened when a portal member is signing out. Click Add and locate the corresponding page that must already be created or Remove if you want to remove or update the link.
    3. Account registration page - Specifies the portal page that will be opened when a new portal member is registering themselves on the portal. Click Add and locate the corresponding page that must already be created or Remove if you want to remove or update the link.
    4. Password recovery page - Specifies a portal page that will be opened when a portal member has forgotten their password and selected Forgot Password? link to recover it. Click Add and locate the corresponding page that must already be created or Remove if you want to remove or update the link.
    5. 2 factor verification - Specifies a portal page that will be opened after a portal member has filled in the username and password to authenticate the login attempt. This page is opened only if the 2-factor authentication feature is turned on. Click Add and locate the corresponding page that must already be created or Remove if you want to remove or update the link.
    6. Notification page - Specifies a portal page where subscriptions to changes on pages are managed. The is a grid page and, therefore, can be set up in a similar way as any other grid page that you create on the portal. This page is used in the Notifications functionality. Click Add and locate the corresponding page that must already be created or Remove if you want to remove or update the link.
    7. Generated notifications page - Specifies a portal page where all created notifications, related to the portal member account, are displayed. The is a grid page and, therefore, can be set up in a similar way as any other grid page that you create on the portal. This page is used in the Notifications functionality and will be opened when the member when points to the notifications icon on the header to view notifications, and then selects See all notification. Click Add and locate the corresponding page that must already be created or Remove if you want to remove or update the link.
    8. Automatically sign out after (min) - Specifies the number of minutes that a session can remain idle before it is terminated automatically by the server. If the user does not perform any actions on the portal for a specified period of time, the session will end. Before the end of the session, the user will receive a notification, which, if confirmed, will return them to the previous page. If the user does not react to the message, the session will be closed.
  5. On the header, type the name of the page, which will also be displayed as the node name in the site localization tree.
  6. On the General tab, configure the general settings for the Account Settings page, such as its title, subtitle, browser tab title, the page to take content from if necessary, the page to redirect to if necessary, etc. See the tooltip for information on each setting.
  7. Select Save and publish to save the changes and publish the created page. Optionally, you can select Preview to preview how the page will look like in the front end.