Loging in to an account with an alternate password
3 posts by 2 authors in: Forums > CMS Builder
Last Post: December 20, 2011 (RSS)
Hi all,
I'm hoping that someone has either done something like this before or has a good idea about how to accomplish it.
I've set up a CMSB based ordering system for a company that I'm working with.
When customers want to place an order, they have to have, or need to create a customer account (user account). After they log in, their customer information (name address, etc.) is automatically inserted into the order form from their customer account record.
The company also has salespeople who they want to be able to set up customer accounts and place orders for their customers.
There’s the unique salesperson ID field in the user records that identifies each salesperson.
If the salesperson could create an account as if they were the customer, and then log into that customer account to create an order, that would work for them. The problem is that they may not have access to the customer’s email in order to retrieve the system generated password for the new account.
Questions
1) Can a login password for a customer’s account be either the system generated password or a password made up of a “secret” word plus a salesperson’s ID (from the salesperson’s account).
2) How would the login system know the valid salesperson’s ID without the salesperson needing to log in?
The icing on the cake...
Could the ability for the salesperson to log in to the customer’s account with their secret word and salesperson’s ID be limited to say 24 hours after the customer account was created?
Thanks,
Jerry Kornbluth
I'm hoping that someone has either done something like this before or has a good idea about how to accomplish it.
I've set up a CMSB based ordering system for a company that I'm working with.
When customers want to place an order, they have to have, or need to create a customer account (user account). After they log in, their customer information (name address, etc.) is automatically inserted into the order form from their customer account record.
The company also has salespeople who they want to be able to set up customer accounts and place orders for their customers.
There’s the unique salesperson ID field in the user records that identifies each salesperson.
If the salesperson could create an account as if they were the customer, and then log into that customer account to create an order, that would work for them. The problem is that they may not have access to the customer’s email in order to retrieve the system generated password for the new account.
Questions
1) Can a login password for a customer’s account be either the system generated password or a password made up of a “secret” word plus a salesperson’s ID (from the salesperson’s account).
2) How would the login system know the valid salesperson’s ID without the salesperson needing to log in?
The icing on the cake...
Could the ability for the salesperson to log in to the customer’s account with their secret word and salesperson’s ID be limited to say 24 hours after the customer account was created?
Thanks,
Jerry Kornbluth
The first CMS Builder reference book is now available on-line!
Take advantage of a free 3 month trial subscription, only for CMSB users, at: http://www.thecmsbcookbook.com/trial.php
Take advantage of a free 3 month trial subscription, only for CMSB users, at: http://www.thecmsbcookbook.com/trial.php
Re: [gkornbluth] Loging in to an account with an alternate password
By Jason - December 20, 2011
Hi Jerry,
1) Yes, instead of having the password randomly generated by the system, you can use a password that the person typed in themselves.
2) To solve this, perhaps you can create a separate page where a sales person needs to be logged in in order to create a customer account. You can then tag those customer records as being created by a given sales person. You can then have a customized ordering page, where a sales person can choose a customer from a list of customers they have created, to auto-fill in the customer details in the order.
3) If you use the above method, you can limit the list of customers however you like.
Hope this helps get you started.
1) Yes, instead of having the password randomly generated by the system, you can use a password that the person typed in themselves.
2) To solve this, perhaps you can create a separate page where a sales person needs to be logged in in order to create a customer account. You can then tag those customer records as being created by a given sales person. You can then have a customized ordering page, where a sales person can choose a customer from a list of customers they have created, to auto-fill in the customer details in the order.
3) If you use the above method, you can limit the list of customers however you like.
Hope this helps get you started.
---------------------------------------------------
Jason Sauchuk - Project Manager
interactivetools.com
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Jason Sauchuk - Project Manager
interactivetools.com
Hire me! Save time by getting our experts to help with your project.
http://www.interactivetools.com/consulting/
Re: [Jason] Loging in to an account with an alternate password
Hi Jason,
Thanks for looking at this.
I thought about that kind of approach, although not to the detail that you presented it.
I wanted to go with the sales rep being to be able to log in to the newly created customer account with their own magic password and ID as described. Then all of the pages and processes on the site can stay as they are. No retraining required.
If that isn't possible, I guess I'll have to play with the approach you suggested.
Jerry Kornbluth
Thanks for looking at this.
I thought about that kind of approach, although not to the detail that you presented it.
I wanted to go with the sales rep being to be able to log in to the newly created customer account with their own magic password and ID as described. Then all of the pages and processes on the site can stay as they are. No retraining required.
If that isn't possible, I guess I'll have to play with the approach you suggested.
Jerry Kornbluth
The first CMS Builder reference book is now available on-line!
Take advantage of a free 3 month trial subscription, only for CMSB users, at: http://www.thecmsbcookbook.com/trial.php
Take advantage of a free 3 month trial subscription, only for CMSB users, at: http://www.thecmsbcookbook.com/trial.php