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Configure Login Pages

Updated

Login pages are the entry point to a SmartSimple system, handling user authentication and controlling access options before users reach the platform. For field-level definitions of all login page settings, see Login Pages Fields and Settings Reference.

Who: Global administrators

When to Use Login Pages

Use Login Pages when:

  • Setting up a new SmartSimple instance and configuring the initial login experience.
  • The system supports multiple languages and a login page is needed for each.
  • New users need to be directed to one or more signup pages before logging in.
  • The organization requires users to accept privacy and security policies before accessing the system.
  • A specific group of users needs a dedicated login URL (alternate login pages).

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Create a New Login Page

To create a new Login Page:

  1. Click the System Administration gear in the upper navigation bar, select Global Settings from the drop-down menu, and then click the Branding tab.
  2. Locate the Branding section and click Login Pages.
  3. Click the New Login Page [+] button.
  4. Select the preferred language from the Language drop-down menu.
    • To create multiple language login pages, create a separate login page for each language the system supports.
    • If a single login page is used for all users, they are directed to the language they last selected within the platform upon login.

    • To link users directly to a specific language login page, append ?&lang= followed by the language ID to the login page URL. For example: 

      https://myalias.smartsimple.com/s_Login.jsp?&lang=14

       (14 is the language ID for Spanish.)

  5. Toggle Is Default Login Page on to set a language login page as the default.
    • Only one login page can be set as the default at a time.
    • This determines which page loads when a user visits the system URL without specifying a language ID.
    • When Page Layout is set to Default, users see a language dropdown in the upper right corner of the login page. To enable the dropdown in a custom layout, set Page Layout to Custom and add the sample template.
  6. Locate the Page Formatting section and complete the fields, and then click Save. 
    • Use generic background images, such as solid colors, patterns, or photographs, and avoid logos or text that must remain fully visible. Recommended dimensions are 1920 x 1280 pixels at 72 PPI.

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Create a Routing Page

A routing page directs users to the appropriate signup page.

To create a routing page:

  1. Click the System Administration gear in the upper navigation bar, select Global Settings from the drop-down menu, and then click the Branding tab.
  2. Locate the Branding section and click Login Pages.
  3. Click the edit [pencil] icon next to the applicable login page.
  4. Click the Routing Page tab.
  5. Locate the Routing Links field and click the Add Link [+] button.
  6. Click the Title field and enter text that identifies the type of signup page.
    • For example: Individual, Domestic Organization, or International Organization.
  7. Click the Description field and enter text to help users select the correct page.
    • For example: For applicants who are not associated with an organization.
  8. Click the URL field and enter the relative path to the signup page or click the URL Lookup [binoculars] icon.
    • Use the relative path to ensure the link works in both production and development environments.

    • For example: 

      /s_csignup.jsp?token=XVtQHUUGYVpQRhRRXxNRS1BWZEl2HnFsFA%3D%3D&ptoken=XVtQC1oGYVpQRhRRXxNRS1BWZEl2HnFsFQ%3D%3D
  9. Create additional routing links as needed, and then click Save.

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Enable the Popup Blocker Check

By default, the popup blocker check is disabled. Enable it only when the login page uses popup windows.

To enable the popup blocker check:

  1. Click the System Administration gear in the upper navigation bar, select Global Settings from the drop-down menu, and then click the Branding tab.
  2. Locate the Branding section and click Login Pages.
  3. Click the edit [pencil] icon next to the applicable login page.
  4. Locate the Page Layout field and click Custom.
  5. Click the Template tab.
  6. In the Login Page Template text area, locate disabled="disabled". If it is not visible, click Sample Template to insert the default template first.
  7. Remove the disabled="disabled" text, and then click Save.

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Create an Alternate Login Page

Alternate login pages are separate login pages with their own URL, managed under the Alternate tab. They require additional customization and cannot reuse code from primary login pages.

To create an alternate Login Page:

  1. Click the System Administration gear in the upper navigation bar, select Global Settings from the drop-down menu, and then click the Branding tab.
  2. Locate the Branding section and click Login Pages.
  3. Click the New Login Page [+] button.
  4. Add the applicable information, and then click Save. 

Users access alternate login pages via a URL in this format:

https://myalias.smartsimple.com/welcome/MyFolder/?u=1

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Configure the Forgot Password Email

A Forgot Password link appears on the login page by default. Users enter their email address and if the address is registered in the system, they receive account recovery instructions.

To configure the Forgot Password Email:

  1. Click the System Administration gear in the upper navigation bar, select Global Settings from the drop-down menu, and then click the Security tab.
  2. Locate the Business Security section and click Password and Activation Policies.
  3. Click Activation Emails in the left navigation.
  4. Locate the Password Reset section, add the applicable information, and then click Save. 

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View the Failed Login Log

The Failed Login Log shows a list of unsuccessful login attempts, including the username (email address entered), IP address, and timestamp of each attempt.

To view the Failed Login Log:

  1. Click the System Administration gear in the upper navigation bar, select Global Settings from the drop-down menu, and then click the Security tab.
  2. Locate the Business Security section and click Password and Activation Policies.
  3. Click Failed Logins in the left navigation to review the list of failed login attempts.

From the left navigation at this location, locked accounts and other settings related to failed login attempts can also be reviewed.

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