CMS - Password Protection

Created by Mienette van Heerden, Modified on Thu, 13 Jun, 2024 at 2:21 PM by Glennise Pretorius

1. Password Protection Setup

Navigation: Global Overview > Communities > Options > Edit

On the edit community pop-up, the Password Protection field will be ticked by default for all existing communities on WeconnectU.

When a new community is added, the community setting will be disabled by default. All customer invoices and statements sent via emails will not be password protected unless purposely set to enable on the customer level.

Note that this function is permission-based, please ensure that the necessary permissions are granted.

Permission: under the Operations heading > Community Settings > the Edit

2. Individual Customer Password Protection

Navigation: Community Level > Finances > Manage Customers

A customer (owner, ex-owner, ad-hoc customer, and tenant) will be able to "opt-out" of the password protection function even if the community is set up for it. There are three options to select from the dropdown list.

Community Default
Enable
Disable

Example 1: Community Default - If the Community Default setting, is either Enabled or Disabled the customer will have the setup of whatever the community is set up as and will follow any changes made to the community setup. Thus customer password protection will change as the community changes.

Example 2: Enabled - If enabled is selected on the customer details, this individual customer will have password protection even if the community default is selected as disabled.

Example 3: Disabled - If Disabled is selected, the customer will not have password protection on statements/invoices no matter the community setup.

Note that this function is permission-based, please ensure that the necessary permissions are granted.

Permission: under the Customer heading > Customers > the Edit