The Login Page
Tracker requires that all users first log into the system via a Login page. This page presents the user with a form with a User ID and password field. You can customize the top and bottom of this page with custom HTML and can set your own color scheme. This allows you to visually integrate Tracker with your company's Intranet look and feel or to provide users with information or an instructional message before logging in.
Customizing the Login Page
To customize the Login Page:
Enter text to be displayed at the top of the Login box (e.g. the header text in the Login Page Sample is "Tracker Login").
Enter text to be displayed as instructions above the User ID and Password fields (e.g. the instruction text in the Login Page Sample is "Please enter your User ID"). Up to 255 characters can be entered for the Instruction Text. Only the first 25 characters of the instruction text will be displayed in the preview.
Enable Remember Password
Enabling the Remember Password feature will display an option called "Remember Password" on the Login Page or in the user's Preferences page. Checking the box for this option will set a user's browser to remember their password. When Remember Password is enabled for a user, the password field is automatically filled in when the user browses to the Login Page.
Enable Reset Password
Selecting "Yes" for this option will allow users to reset their password if it has been forgotten without intervention by a Tracker Administrator using the Forgot Your Password? link on the Tracker Login Page. When enabling this feature, please advise your users that they will need to set up a security question and answer in the Preferences section in order to be able to reset their password at a later time. This option cannot be used to reset the password for the "Admin" user in the workgroup.
Selecting Yes for this option allows you to use the Self-Registration feature. Self registration allows end users to create their own Tracker user account without assistance from an Admin user by clicking on the New User? Register Here link on the Tracker Login Page. Information about use of this feature can be found in the Self Registration section.
Custom HTML (Top of Page)
Enter your own HTML code to customize the area above the Login box. Note that all file references must be fully qualified; relative paths will not work. Please do not enter any header tags into this area. Some examples of header tags are <HTML>, </HTML>, <BODY>, </BODY>. The custom HTML will not be displayed in the preview window.
Custom HTML (Bottom of Page) Enter your own HTML code to customize the area below the Login box. Note that all file references must be fully qualified; relative paths will not work. Please do not enter any header tags into this area. Some examples of header tags are <HTML>, </HTML>, <BODY>, </BODY>. The custom HTML will not be displayed in the preview window.
Self Registration is a feature which allows your end users to create their own Tracker user account. This is useful in environments where there is a large number of end users and it is not known which of those end users will need a user account.
When activating this feature, the Tracker Administrator selects the default license type to be applied to all new user accounts created by this feature. Users can self-register provided that there are sufficient licenses available to create the new user accounts. When the license limit is reached, users will be prompted that they cannot self-register and should contact their Tracker Administrator.
To self register, a user browses to the Tracker Login Page and clicks on the "New User? Register Here" link. The user will be required to provide some information to create a user account. After the user account has been created, the user is directed back to the Login Page to enter the User ID and password of their new account. This new account is added to the User Administration section.
Enabling Self Registration
The following steps are required to enable the Self Registration feature:
Enable the Self Registration feature in the Login Options section
Set Options for Self Registered Accounts
You can make selections for the license type, user type, and user group of self-registered user accounts as well as provide instructions for end users and add custom HTML to be displayed at the top and bottom of the Self Registration form filled out by your end users.
To set the options related to the Self Registration form:
If you selected Static or Floating as the User License Type:
If you selected Restricted as the User License Type:
"<B>Note: </B> Enter user details and click Register to access the workgroup.<BR> User ID, Password, Last Name or First Name and Email are required fields."
Self Registration by End Users
To self-register, an end user should use the steps listed in the Self Registration section of the User Help Guide.
Administer Self-Registered Accounts
After a user has self-registered, the new account will be displayed in the User Administration section.