Login Access controls how members identify themselves when they sign in to the Login portal. From here you decide whether members can use an additional ID beyond their email address, and which record field connects a contact to an organisation so they can see that organisation's details in the portal. Members sign in using passwordless login, so there are no member passwords to manage or reset.
The page has exactly two settings, each with its own Save.
How members sign in (passwordless login)
The Login portal uses passwordless login. Rather than setting and remembering a password, a member enters their identifier — their email address, and the Secondary ID if you have configured one — and completes sign-in through a secure single-use link. This removes password resets and reduces support overhead.
Secondary ID for Portal Login
"Select a field to identify a member or contact when they are logging into the Portal."
A Secondary ID lets members identify themselves with something familiar in addition to their email address — a member number, for example. This is useful where members are more likely to know their membership number than the exact email address you hold for them.
- Go to Settings → Features → Login Portal → Login Access.
- Open the Select field dropdown under Secondary ID for Portal Login and choose the field you want to use.
- Select Save.
The fields offered come from your account's own configuration, so the list is yours rather than a fixed set.
Viewing Organisation Details
"Select a field to connect a contact to an organisation in SwiftFox. Contacts connected to an organisation can see the organisation details and financial information in the Portal."
This setting does more than change a display. It is what determines which contacts can see organisation-level data at all — the organisation's details, its financial information, and anything you have exposed under View organisation fields in Profile Fields. A contact who is not connected through this field sees none of it.
- On the Login Access page, open the Select field dropdown under Viewing Organisation Details.
- Choose the field that links a contact to their organisation.
- Select Save.
Set this one deliberately. Widening it gives more members sight of organisation financial data; leaving it unset means no member sees any.
Permissions
Configuring Login Access requires the Membership Portal permission in Settings → Users & access → User groups. If the Login Portal section is not visible, ask your system administrator to grant your user group that permission.
Related guides
- Login portal — Workflows: step-by-step (Document ID: 350)
- Profile fields shown in the portal (Document ID: 353)
- Login portal — Overview (Document ID: 348)