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Discover how to manage and customise your member's portal access effectively. With intuitive controls and flexible settings, you can create a secure personalised experience tailored to different user groups.

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In this lesson, we'll show you how to; set up and secure login authentication, customise one-time login emails, build and manage access groups to control portal entry and customise page access for different member groups. So ready to make your portal work smarter? Let's dive in.

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First things first, let's talk about how members verify their identity. SwiftFox uses a clever two-step process. Users must enter their email address. They provide a second piece of information to confirm it's really them. Once they've entered the correct details, a secure email is sent to them containing a one-time login link. This email ensures that only authorised users can access the portal.

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Here's how to set it up in SwiftFox. Head to settings in SwiftFox, select login portal. Look for login access and choose your verification fields. Select a field to identify member and choose the secondary identification field that will be required for access. This can be a standard field such as first name and last name, or a custom field that you've created for your organisation.

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Once this is set up, members will need both their email and your chosen verification field to get their login link. Simple but secure just how we like it. This two step process helps keep your portal safe and accessible only to the right people.

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Want your login emails to feel a little more to you? SwiftFox lets you personalise every aspect to match your organisation's voice and style. Let's make your login email shine.

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Navigate to your login portal's backend. Find the request login link block section. Select it to open your email settings. Here's what you can customise the sender's name. This is the name that appears as the email sender, so you want it to be recognisable, your sender email address, a subject line that catches attention, the email content - Your chance to be welcoming.

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Want to add a personal touch? Use merge fields to include details like the user's name. It's these little touches that will make a big difference. Customise your login email link. Select login request settings. Find the login URL link textbox. Add your custom text. Remember to hit submit, save and publish to make it all live. Now your contacts will receive login emails that feel perfectly on brand.

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Now that we've sorted login requirements, let's set up who can access what. Access groups are your friend here, they help you control who sees what in your portal. Think about what you might want to do. Let all active members access the main areas. Keep certain sections for specific membership types and give special access to your admin team.

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To create an access group. Start by going back to SwiftFox settings and finding the Login Portal section. From there, select Add Login Group. Create a name that clearly describes the group's purpose and specify the criteria that determines which members belong in this group. To set up access for active members, navigate to Category Type and set it to member, which ensures that only current members can log in. Then select Sync Access Control to update everything.

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This crucial sync step ensures your portal reflects all your new access roles and Pro-tip; You can create different groups for different needs. For example, you might want a standard member group for general access and executive member group with extra privileges or a staff group for your team. The choice is yours. You can set up any combination of these groups once they're ready. Members who meet the criteria will automatically get the right level of access.

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Now for the fun part controlling which groups see what content. For example, you might want to restrict access to your events page. Regular members can still log in to the portal, but only specific groups will be able to see the events page and its details. Here's how to set up page restrictions. Create an access group for those allowed to view restricted content.

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Following our example, create a group called Events Access. Set your criteria. This could be anything, but we have a custom field set up for events access. So we can just set this to Yes. Don't forget to sync your access controls.

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Set up page restrictions. Go to the back end of your portal and find the Events page. Right click and choose Restrict Public Access.

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Pick group based protection and select next. Select the Events Access group which we've just set up, and now only users in this group will be allowed to view the page. Set up your redirect options. Choose a login page where restricted users will be redirected. Select an error page such as not allowed to display if someone tries to access the page without permission. Now your portal will automatically show the right content to the right people. Smart.

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Congratulations on setting up your portal access. By managing these settings effectively, you're creating a secure and personalised experience that puts the right content in front of the right people. Your members will appreciate the thoughtful organisation and easy access to their designated areas. This helps keep your portal running smoothly and your members happy. So well done!