Account Configuration Settings

Account settings include settings visible during the account creation process. These settings are located in the Application section of the Configuration App > Settings Feature.

General Login & Sign-up Settings

  • Show Login Slideshow
  • Verify Email During Signup
  • Ask for Address During Signup
  • Ask for Designations During Signup
  • Ask for Phone During Signup
  • Ask for Title During Signup
  • Show Education Credits Provider for Members

Show Login Slide Show

Preset background images that display behind the login form. This slide show does not display when the system prompts login to access a purchase wizard--only from the main login page.

Verify Email During Signup

If this setting is turned on, once users complete the signup process, they will be sent an email with a link requiring them to verify that they want to create an account.

If this setting is disabled, users can access Impexium immediately after finishing the signup process.

Ask for Address During Signup

When enabled, the user is asked to enter their address as part of the signup process.

Ask for Designations During Signup

When enabled, the user is asked to choose from a pre-defined list of designations as part of the signup process.

Ask for Phone During Signup

The user is asked to enter their phone number as part of the signup process.

Ask for Title During Signup

The user is asked to enter their title as part of signup.

Show Education Credits Provider for Members

When a user is allowed to self-report education credits, the "Provider" field appears. For clients who do not wish to display this field for non-staff users, this setting should be disabled.

Login & Signup Redirect URLs

The system can be configured to, instead of navigating to a standard Impexium URL, redirect to a URL you configure.

  • Login URL
  • Signup URL
  • Login Redirect URL
  • Logout Redirect URL
  • Signup Redirect URL
  • Change Password URL
  • Forgot Password URL

Login URL

Clicking "login" on any Impexium page will auto-redirect the user to this URL, instead of the Impexium login page. Leaving this field blank automatically causes the system to use the standard Impexium login URL.

Signup URL

To bypass the Impexium signup altogether, enter a URL in this field to automatically redirect users to the signup URL of your choice.

Login Redirect URL

Once the user successfully logs in, the system auto-redirects them to the URL entered here.

Logout Redirect URL

Once the user logs out, they are automatically redirected to the URL entered here.

Signup Redirect URL

Once a user has successfully signed up, this automatically redirects them to the URL entered here. This option is similar to the Login Redirect URL setting, but works specifically on the initial signup.

Change Password URL

If this is configured, any attempt to change the password will be sent to the URL specified here and not to the Impexium change password page.

Forgot Password URL

Clicking "forgot password" will take users to this URL, and not the standard Impexium forgot password page.

Custom Form Configurations

  • Signup User Custom Form Description

Signup User Custom Form Description

If the custom form for the signup process (Customizations > Custom Forms > Account.Signup.IndividualInfo) is enabled, this text appears above the custom form.

Enabling Captcha

CAPTCHA settings are available on several system pages. This is an invisible reCAPTCHA and operates behind the scenes to determine whether a user is human or bot. These settings are automatically defaulted to "ON."

  • Enable CAPTCHA on Login Page
  • Enable CAPTCHA on Sign-up Page
  • Enable CAPTCHA on Donate Now Page
  • Enable CAPTCHA on One-Page Checkout

Organization Lookup & Options During the Signup Process

These settings are related to enabling the system to suggest organizations to new users during signup, allowing them to associate themselves with an existing organization record, or create a new organization record in the system.

  • Allow New Organization Creation During Signup
  • Ask for New Organization Address During Signup
  • Ask for New Organization Phone During Signup
  • Ask for New Organization Web Site During Signup
  • Ask for Parent of New Organization During Signup
  • Ask for Organization Information During Signup
  • Organization Search Criteria During Signup
  • Organization Search Operator During Signup
  • Organization Search Results Format During Signup
  • Organization Manual Search Criteria During Signup
  • Organization Manual Search Operator During Signup
  • Signup Organization Manual Search Caption
  • Signup Organization Manual Search Description

Allow New Organization Creation During Signup

For new clients signing up, enabling this option allows them to create a new organization during the signup process if the organization they enter in the lookup is not already in the system.

If this is disabled, clients allowing organization lookup by new users will still permit lookup and selection of an existing organization record.

Ask for New Organization Address During Signup

When the organization lookup settings are enabled (see the Organization Search Criteria During Signup option), the system automatically returns possible results. If the new user selects "Not Listed Above," a search field appears allowing them to look for the correct organization. If their entry does not match any possible results already in the system, the system will allow them to enter their unique organization as a new record.

Ask for New Organization Phone During Signup

If the option to enter a new organization is enabled during signup, enabling "Ask for New Organization Phone During Signup" will ask the new user to enter a phone number for the new organization being created.

Ask for New Organization Web Site During Signup

If the option to enter a new organization is enabled during signup, enabling "Ask for New Organization Web Site During Signup" will ask the new user to enter a web site for the new organization being created.

Ask for Parent of New Organization During Signup

Determines whether the system should ask for the parent organization of a new organization being created during signup .

Example: The new user creating an account is associated with the Connecticut branch of ABC Systems. The parent company, ABC Systems, exists as an organization record, but the Connecticut branch does not. This setting allows the new user to A) create the Connecticut branch, and B) associate it with the parent company, ABC Systems.

Ask for Organization Information During Signup

This setting must be enabled in order for any other organization data gathering settings described in this section to function. This is the baseline setting to cause the system to ask organization-based questions of the new user during signup.

Organization Search Criteria During Signup

Determine which criteria the system should use when suggesting an organization to new users signing up. The following options are available:

  • Name, Acronym, Branch Name, Website, Domain
  • Name, Acronym, Branch Name
  • Website, Domain
  • Name, Acronym
  • Domain

Organization Search Operator During Signup

When the organization lookup settings are enabled (see the Organization Search Criteria During Signup option, above), the system automatically returns possible results based on the configuration of the Organization Search Criteria During Signup setting. This field allows administrators to set how the system looks up the organization record. Options include:

  • Contains
  • StartsWith

Organization Search Results Format During Signup

When the system returns suggested organization results, this setting determines the type of additional detail that appears after each result. Options include:

  • Name, Acronym, Branch Name, Location
  • Name, Acronym, Branch Name
  • Website, Domain
  • Name, Acronym
  • Domain Only

Organization Manual Search Criteria During Signup

If the option for new users to choose their organization is enabled, but the user indicates that none of the automatically suggested options correlate to the correct organization, the system offers them the option to search for the correct organization.

This drop-down field allows administrators to choose which search criteria are used when the new user performs that search. Options include:

  • Name, Acronym, Record Number (default)
  • Name, Acronym
  • Record Number Only

Organization Manual Search Operator During Signup

If the option for new users to choose their organization is enabled, but the user indicates that none of the automatically suggested options correlate to the correct organization, the system offers them the option to search for the correct organization.

This drop-down field works in conjunction with the Organization Manual Search Criteria During Signup field and allows administrators to choose the operator used when searching said criteria. Options include:

  • Contains (default)
  • StartsWith
  • Equals

Signup Organization Manual Search Caption

Signup Organization Manual Search Description

Relationship Configurations During Signup

  • Signup Individual to Organization Relationship if No Domain Match
  • Signup Organization to Individual Relationship if No Domain Match
  • Auto Link Individual Address to Organization
  • Auto Link Individual Phone to Organization
  • Signup Parent Organization Search Category
  • Signup Reciprocal Relationship to Parent of New Organization
  • Signup Relationship to Parent of New Organization
  • Signup Individual to Organization Relationship if New Organization
  • Signup Organization to Individual Relationship if New Organization

Signup Individual to Organization Relationship if No Domain Match

During the signup process, when an individual attempts to search for their related organization among existing organizations, the system automatically attempts to suggest appropriate organizations based on factors such as domain. For example in the email address "jsmith@abcorg.net," "@abcorg.net" is the domain.

If for some reason no domain match was possible, the setting enabled in this field tells the system which relationship type should be used for the individual in the individual to organization relationship.

Signup Organization to Individual Relationship if No Domain Match

During the signup process, when an individual attempts to search for their related organization among existing organizations, the system automatically attempts to suggest appropriate organizations based on factors such as domain. For example in the email address "jsmith@abcorg.net," "@abcorg.net" is the domain.

If for some reason no domain match was possible, the setting enabled in this field tells the system which relationship type should be used for the organization in the organization to individual relationship.

Auto Link Individual Address to Organization

When an individual is related to an organization, the system provides the option to automatically link the organization address to the individual record, which allows for the address to be easily updated on one record (the organization's) and for those changes to instantly appear on related records (the individuals').

If this option is enabled, the address is automatically linked, with no additional steps required.

Auto Link Individual Phone to Organization

When an individual is related to an organization, the system provides the option to automatically link the organization phone to the individual record, which allows for the phone to be easily updated on one record (the organization's) and for those changes to instantly appear on related records (the individuals').

If this option is enabled, the phone number is automatically linked, with no additional steps required.

Signup Parent Organization Search Category

Select the relationship type that, for your system, indicates a parent organization.

Signup Reciprocal Relationship to Parent of New Organization

This setting determines the reciprocal relationship of the parent organization to the new child organization being created. This is used in conjunction with the setting, "Signup Relationship to Parent of New Organization" to identify both sides of the organization to organization relationship.

Signup Relationship to Parent of New Organization

This setting determines the reciprocal relationship of the parent organization to the new child organization being created. This is used in conjunction with the setting, "Signup Relationship to Parent of New Organization" to identify both sides of the organization to organization relationship.

Signup Individual to Organization Relationship If New Organization

If the option for a new user to create a new organization during the signup process is enabled, this determines which individual to organization relationship type should be assigned when the new organization is created.

Signup Organization to Individual Relationship if New Organization

If the option for a new user to create a new organization during the signup process is enabled, this determines which organization to individual relationship type should be assigned when the new organization is created.

Descriptive Text Configurable During Login & Signup

  • Login Description
  • Signup Parent of New Organization Description
  • Signup Organization Info Description
  • Signup Organization Address Info Description
  • Signup Organization Phone Info Description
  • Signup Organization Selection Description
  • Forgot Password Description
  • Forgot Password Message
  • Signup Address Info Description
  • Signup Email Verification Description
  • Signup Phone Info Description
  • Signup User Info Description
  • Signup Parent of New Organization Caption

Login Description

Text appearing on the login screen. The default text is "Enter your email and password below to login."

Signup Parent of New Organization Description

The descriptive text appearing in the user signup process above the parent organization selection area.

Signup Organization Info Description

Requests the new user enter their organization information.

Signup Organization Address Info Description

Descriptive text above the new organization address form.

Signup Organization Phone Info Description

Descriptive text above the new organization phone form.

Signup Organization Selection Description

Appears on the suggested organizations list.

Forgot Password Description

Create a custom message to appear when a customer clicks the "Forgot Password" link.

Forgot Password Message

When a customer enters an incorrect password, this message appears.

Signup Address Info Description

If the Ask For Address During Signup setting is turned on, this message appears above the address entry fields. The Ask For Address During Signup setting appears under Configurations > Settings > Data Entry.

Signup Email Verification Description

If the Verify Email During Sign-Up setting is turned on, this message will appear at the end of the registration process, encouraging the user to open their email and click the hyperlink to verify their account.

Signup Phone Info Description

If the Ask For Phone During Signup setting is turned on, this text will appear above the phone information fields.

Signup User Info Description

This text appears when a new user clicks Create an account on the login page. On the form that appears, asking for name, email address, and other information, this text appears at the top and can be customized to whatever is necessary.

Enter Auth Code Description

For clients using 2-factor authentication, this description displays for users when they are prompted to enter their Google Authenticator code.

Signup Parent of New Organization Caption

This is the caption text that appears in the user signup process to indicate the parent organization selection area.