My question really is: How is the password recovery process? What is the email that the client would receive and what is the placeholder that should be used?
The Password Reset email is actually the "Customer Panel Access" email notification.
It contains a different token, and it's being added programmatically. Basically, that token logs your customer in their Customer Panel where they need to click on their email/My Profile and then change their password in there.
I don't understand when you say that "it's being added programmatically".
I added the placeholder:% customer_panel_url% in the email t password reset, but if I click the link, it takes me to the exact same login window, from where I had requested the password change, that is, Amelia does not go directly to the Customer Panel Instead, it asks for the access credentials, which is exactly what the user forgot.
Perhaps this behavior is occurring in this way, because in the Role Configuration, in the general parameters of Amelia, I activated the switch that indicates that a password is required to access the Customer Panel. I actually want it to be that way, as I want to give my patients as much privacy as possible.
Please let me know if in order to activate password recovery, do I necessarily have to stop requiring the password to access the Appointment Panel?
I disabled the mandatory password request switch to access the Customer Panel, to enter the panel from the link sending by email. I understood that from there I could set a new password, but I found where to set the new password. In any case, this would not be the solution that I would like to implement, because I want to require the password to access the appointments panel, but I do not know if that way, password re-numbering could work.
Sorry, but in two posts ago, I meant "but I don't found where to set the new password ..." instead of "but I found where to set the new password ..." as I wrote. What I mean is that although I am allowing the customer to enter the Customer Panel with just the link, I didn't find there how the user can put a new password.
Please remember that I want my clients to access the customer panel with their passwords, so that would not be a solution for me either.
What I really need to know is how password recovery works, when it is mandatory to access the customer panel with a password.
The %customer_panel_url% placeholder is used for both password reset and log-in URL.
The "Customer Panel Access" email template is generating a token which automatically logs your customers in their panel if they forgot the password. Then, they have to click on their email in top left/My profile, and there change their password.
So, the "Customer Panel Access" email template is programmatically overriding the necessity of a password in order to access the panel, and logs your customers in directly. If you add the placeholder in Appointment Approved and/or Appointment Pending emails, they will simply be taken to the log-in screen.
Then, if they forgot the password, and click on "Forgot Password", the "Customer Panel Access" email is triggered, and the process described abovehappens (token which automatically logs your customers in their panel if they forgot the password. Then, they have to click on their email in top left/My profile, and there change their password).
Please let me know if I need to go into further details about this.
First of all, I want to thank you very much for the effort that I feel you are putting into trying to explain the password recovery process in detail, and perhaps we are not understanding each other well due to the idiomatic barrier. But my point is that as you can see in the image of the "Customer Profile Screen", I can't see in the option to change the Password. Please, let me know where is the option to set the new password?
Please make sure you're not logged in as an Admin on that page, though. The customer panel looks at both WordPress user and the Amelia Customer user, but the WP user takes precedence. So, if you're logged into your Admin user, you will not see the possibility to change the password through the panel.
The window that appears to me when I access the link provided by the % customer_panel_url% placeholder from the email, being logged in as a normal customer (Melvin Brea Prueba) is the one that I show in the attached file "Customer panel.png", and how you will see, it has no button to change the password.
If I log off, and then access the link provided by the placeholder % customer_panel_url% in the email, then the same window that I used to indicate that I had forgotten my password appears (See attached file: Login page).
I attach the configuration of the mail that I send to recover the password (Mail.png) and the client list (client list.png).
1. The %customer_panel_url% placeholder, if used in Appointment Pending or Appointment Approved email notification sends you to the log-in page of the panel.
2. That same placeholder, used in "Customer Panel Access" email template sends a log-in token, which overrides the necessity of using a password. So, Amelia is logging you into the panel directly if you click on "Forgot Password", and enter your email address there. So, that email (for "Reset Password") is "Customer Panel Access" email template, which logs you in.
3. The "Customer panel.png" shows me you're logged into your website:
Like I mentioned in my previous response, make sure you're not logged in as an Admin on that page. Also, if the customer's email is the same as your WP Admin username, you will not be able to delete the customer profile or change the password. That protects your admin email, and that's why it won't work.
If you were to use another email to book an appointment (the one that hasn't been registered in Amelia yet), and then access the panel through Incognito, you would see the password reset option when you go to email address/My Profile.
I booked an appointment with one of my email addresses:
From the email received, when I click on the link (for the first time) I get to set my password:
And then I log into the panel:
After I go into email/My Profile:
I can change my password:
Now. If I were to log out, and say I forgot my password, the following email is received:
There, when I click on the link in the bottom, I'm automatically logged into my panel, where I can access My Profile and change the password in there.
I cancelled the appointment I created, so a real customer can book it, so if you want, you can delete that appointment.
So, keep in mind that your Admin account is of the most importance here, and when you're logged into it, you will not see these options that customers do.
Hello everyone!!!
I would like to know what is the marker that I should send to the client so that he can reset his password?
My question really is: How is the password recovery process? What is the email that the client would receive and what is the placeholder that should be used?
Best regards,
Melvin Brea
Hello Melvin
The Password Reset email is actually the "Customer Panel Access" email notification.
It contains a different token, and it's being added programmatically. Basically, that token logs your customer in their Customer Panel where they need to click on their email/My Profile and then change their password in there.
Kind Regards,
Aleksandar Vuković
[email protected]
Rate my support
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I don't understand when you say that "it's being added programmatically".
I added the placeholder:% customer_panel_url% in the email t password reset, but if I click the link, it takes me to the exact same login window, from where I had requested the password change, that is, Amelia does not go directly to the Customer Panel Instead, it asks for the access credentials, which is exactly what the user forgot.
Perhaps this behavior is occurring in this way, because in the Role Configuration, in the general parameters of Amelia, I activated the switch that indicates that a password is required to access the Customer Panel. I actually want it to be that way, as I want to give my patients as much privacy as possible.
Please let me know if in order to activate password recovery, do I necessarily have to stop requiring the password to access the Appointment Panel?
Best regards,
Melvin Brea
I disabled the mandatory password request switch to access the Customer Panel, to enter the panel from the link sending by email. I understood that from there I could set a new password, but I found where to set the new password. In any case, this would not be the solution that I would like to implement, because I want to require the password to access the appointments panel, but I do not know if that way, password re-numbering could work.
Please look at the attached images.
Where do I the customers set the new password?
Sincerely,
Melvin Brea
I would like to have a detailed description of the password recovery process since frankly, I don't know how the process is.
Sorry, but in two posts ago, I meant "but I don't found where to set the new password ..." instead of "but I found where to set the new password ..." as I wrote. What I mean is that although I am allowing the customer to enter the Customer Panel with just the link, I didn't find there how the user can put a new password.
Please remember that I want my clients to access the customer panel with their passwords, so that would not be a solution for me either.
What I really need to know is how password recovery works, when it is mandatory to access the customer panel with a password.
Best regards,
Melvin Brea
Hi again Melvin
The %customer_panel_url% placeholder is used for both password reset and log-in URL.
The "Customer Panel Access" email template is generating a token which automatically logs your customers in their panel if they forgot the password. Then, they have to click on their email in top left/My profile, and there change their password.
So, the "Customer Panel Access" email template is programmatically overriding the necessity of a password in order to access the panel, and logs your customers in directly. If you add the placeholder in Appointment Approved and/or Appointment Pending emails, they will simply be taken to the log-in screen.
Then, if they forgot the password, and click on "Forgot Password", the "Customer Panel Access" email is triggered, and the process described abovehappens (token which automatically logs your customers in their panel if they forgot the password. Then, they have to click on their email in top left/My profile, and there change their password).
Please let me know if I need to go into further details about this.
Kind Regards,
Aleksandar Vuković
[email protected]
Rate my support
wpDataTables: FAQ | Facebook | Twitter | Instagram | Front-end and back-end demo | Docs
Amelia: FAQ | Facebook | Twitter | Instagram | Amelia demo sites | Docs | Discord Community
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Powerful Filters | Gravity Forms Integration for wpDataTables | Formidable Forms Integration for wpDataTables | Master-Detail Tables
First of all, I want to thank you very much for the effort that I feel you are putting into trying to explain the password recovery process in detail, and perhaps we are not understanding each other well due to the idiomatic barrier. But my point is that as you can see in the image of the "Customer Profile Screen", I can't see in the option to change the Password. Please, let me know where is the option to set the new password?
Hey Melvin
It should be right below that:
Please make sure you're not logged in as an Admin on that page, though. The customer panel looks at both WordPress user and the Amelia Customer user, but the WP user takes precedence. So, if you're logged into your Admin user, you will not see the possibility to change the password through the panel.
Kind Regards,
Aleksandar Vuković
[email protected]
Rate my support
wpDataTables: FAQ | Facebook | Twitter | Instagram | Front-end and back-end demo | Docs
Amelia: FAQ | Facebook | Twitter | Instagram | Amelia demo sites | Docs | Discord Community
You can try wpDataTables add-ons before purchasing on these sandbox sites:
Powerful Filters | Gravity Forms Integration for wpDataTables | Formidable Forms Integration for wpDataTables | Master-Detail Tables
The window that appears to me when I access the link provided by the % customer_panel_url% placeholder from the email, being logged in as a normal customer (Melvin Brea Prueba) is the one that I show in the attached file "Customer panel.png", and how you will see, it has no button to change the password.
If I log off, and then access the link provided by the placeholder % customer_panel_url% in the email, then the same window that I used to indicate that I had forgotten my password appears (See attached file: Login page).
I attach the configuration of the mail that I send to recover the password (Mail.png) and the client list (client list.png).
Best regards,
Melvin Brea
Hi again Melvin
Here's the thing:
1. The %customer_panel_url% placeholder, if used in Appointment Pending or Appointment Approved email notification sends you to the log-in page of the panel.
2. That same placeholder, used in "Customer Panel Access" email template sends a log-in token, which overrides the necessity of using a password. So, Amelia is logging you into the panel directly if you click on "Forgot Password", and enter your email address there. So, that email (for "Reset Password") is "Customer Panel Access" email template, which logs you in.
3. The "Customer panel.png" shows me you're logged into your website:
Like I mentioned in my previous response, make sure you're not logged in as an Admin on that page. Also, if the customer's email is the same as your WP Admin username, you will not be able to delete the customer profile or change the password. That protects your admin email, and that's why it won't work.
If you were to use another email to book an appointment (the one that hasn't been registered in Amelia yet), and then access the panel through Incognito, you would see the password reset option when you go to email address/My Profile.
I booked an appointment with one of my email addresses:
From the email received, when I click on the link (for the first time) I get to set my password:
And then I log into the panel:
After I go into email/My Profile:
I can change my password:
Now. If I were to log out, and say I forgot my password, the following email is received:
There, when I click on the link in the bottom, I'm automatically logged into my panel, where I can access My Profile and change the password in there.
I cancelled the appointment I created, so a real customer can book it, so if you want, you can delete that appointment.
So, keep in mind that your Admin account is of the most importance here, and when you're logged into it, you will not see these options that customers do.
Kind Regards,
Aleksandar Vuković
[email protected]
Rate my support
wpDataTables: FAQ | Facebook | Twitter | Instagram | Front-end and back-end demo | Docs
Amelia: FAQ | Facebook | Twitter | Instagram | Amelia demo sites | Docs | Discord Community
You can try wpDataTables add-ons before purchasing on these sandbox sites:
Powerful Filters | Gravity Forms Integration for wpDataTables | Formidable Forms Integration for wpDataTables | Master-Detail Tables