Users can access the system with or without a login. In either case, login data has its source in one of two places:
Even if a user is authenticated through LDAP or AD, creates a user record for them that is then used in rules and other parts of the system as if the user were a native user.
If you want to make changes to your knowledgebase login page or password reset page, we recommend you have the following:
You can learn more about these topics at W3 Schools. |
There are several ways to log in to :
The system login page is generally located at https://hostname/gui2/login.jsp
. For certain servers, http://hostname/gui2/login.jsp
or http://hostname:8080/gui2/login.jsp
might be used.
There are two ways to let a user reset their password:
You can find more information about passwords in Password Management.
Users can access the password reset page by clicking the forgotten password link on the login page. This allows users to reset their password, but it does not send them their current password, which could create a security problem. Instead, the password is changed to a random string of characters, the new password is sent by email or text message, and the user must then log in and create a new password from inside the system.
In addition to email, you can allow users to receive a password reset token by SMS. A 6-digit SMS code is generated and sent to the cell phone number in the user's profile, if one exists. The login screen will change to an authentication screen where the user must enter the code. After this, they can enter and confirm their new password.
Not all users are given logins, but in many cases these users still need to access the system to update records. For instance, an external user might not have a login, but they might be allowed to use email hyperlinks that allow them to access the system to update a service record, if you enable this in your Security settings. With email updates like these, the system checks the user's email address and tries to match it to a record in the People table to find the user's login. If the system does not find a login or finds no matching record, it logs the user in as the Anonymous User.
The Anonymous User is an actual user in the system with a user record. Users without logins create and edit records under this user. When users without logins make changes to records, the Anonymous User appears in Append Only fields and History fields.
If you send email links to people who are not users, make sure to put the Anonymous User in a group that has the right to view or edit other people's records, and enable the anonymous user to use hotlinks in your Security settings. Otherwise, the user will be unable to view or edit the record if they click the email link. Keep in mind that if you put the Anonymous User in a Power User group, they will use an assigned or floating Power User license.
Do not delete the Anonymous User. Otherwise, users without logins will be unable to access the system.
If you plan to use email with known external contacts so that they can update or create records, set up user records for them in the External Users table, even if you don’t want them to actually log in to the system. When a new external user is created, you can have a rule that sets a login by default to their email address and sets a password to a random string. If you don't place them in a group, they will never be able to actually log in to the system. But by giving them a login, you allow the system to better process any changes they make, and you can track these changes in History fields. |
If you're comfortable with HTML and CSS, you can customize how users log in to your system. For instance, you can add custom login blocks or password reset blocks to webpages, as well as use predefined templates to create custom login pages and password reset pages. You can add your own logo, change text, and adjust various style options to match a desired look and feel.
If your knowledgebase is hosted on 's servers, you can use the following instructions to create a custom login page and a custom password reset page. If your knowledgebase is hosted on your own server, see Add a Static Login Page for information on creating a custom login page.
To help you create custom login pages more easily, use a template to begin.
title
element with the title you want to appear in the browser's tab.img
element with a new image file:src
attribute with a link to the image of your desired logo. Add alt
and style
attributes, specifying appropriate alt text and the image's width and height in pixels. "xyz-logo.png"
or similar, including the quotation marks. You will provide the file to the Support team to upload in a later step.h1
element with your company's name.action
attribute of the form
element with the current login URL for your KB.value
attribute of the first input
element with your KB project name. If you don't know this, ask your assigned implementer or project manager.value
attribute of the second input
element by creating an updated KB login URL, using this form: https://yourKB-dns.agiloft.com/logins/folder/login-page-template.html
. For example, if your original KB login URL is https://xyz.agiloft.com//gui2/login.jsp
, your template file will be saved in a folder on your server called template
, and your template file is named xyz-login.html
, the value
attribute will look like this: value="
https://xyz.agiloft.com/logins/template/xyz-login.htm"
.href
attribute of the last a
element with the filename of your password reset page template. Remember this filename so that you use the same name when you update the password reset page template in the next section.color
property in the a:active
selector with a new color for the link.text-decoration
property in the a:hover
selector with the hover behavior for the link.background-color
property in the body
selector with a new background color.color
property in the h1
selector with a new color for the title.color
property in the td
selector with a new color for the "Username:" and "Password:" text.Next, update a similar template to help you create a custom password reset page. For all color choices, we recommend using the same colors from the login page template.
title
element with the title you want to appear in the browser's tab.img
element with a new image file:src
attribute with a link to the image of your desired logo. Add alt
and style
attributes, specifying appropriate alt text and the image's width and height in pixels."xyz-logo.png"
or similar, including the quotation marks. You will provide the file to the Support team to upload in a later step.h1
element with your company's name.action
attribute of the form
element with the current password reset URL for your KB.value
attribute of the third input
element with your KB project name. If you don't know this, ask your assigned implementer or project manager.background-color
property in the body
selector with a new background color.color
property in the div.container
selector with a new color for the "Login or Email address" text and the instructional text.color
property in the h1
selector with a new color for the title.p
element with new instructional text for the password reset process.To complete the process, send the templates to , test the new pages, and edit the appropriate global variables in your KB.
Custom login blocks can be added to any webpage using standard HTML:
<form method= "post" action="http://www.example.com/gui2/login.jsp" > <input type= "hidden" name= "KeyID" value="0" > <input type= "hidden" name= "state" value= "Main" > <input type= "hidden" name= "project" value= "KnowledgeBaseName" > <input type= "hidden" name="exiturl" value="http://www.example.com" > <input type= "hidden" name= "loginurl" value="http://www.example.com" > <table border= "0" width= "90%" > <tr><td align=left>Username:</td> <td> </td> <td> <input type="text" size= "30" maxlength= "50" name= "user" value= "admin"> </td> </tr> <tr><td align=left>Password:</td> <td> </td> <td> <input type="password" size= "30" maxlength= "50" name= "passwd" > </td> </tr> <tr> <td align=left> </td> <td> </td> <td> <input type= "submit" value= "Login" > </td> </tr> </table> </form> |
This will result in:
The bash script file linked below will allow you to generate such a login page. Simply download the script to the Linux server and run it:
sudo bash make_html.sh |
Custom password reset blocks can also be added to any webpage using standard HTML:
<form action="http://[serverhostname]/gui2/resetPassword" method=post> Login:<input type=text name=login size=25 maxlength=50><br> or email address:<input type=text name=email size=25 maxlength=50><br> <input type="hidden" name="resettype" value="email" /> <input type="hidden" name="resettype" value="text message" /> <input type="hidden" name="mode" value="request" /> <input type=hidden name=project value=[KB Name]> <input type=submit value=Go> <form> |
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