Dataset Portal Login and Password Reset

You can add custom instructions to the login and password reset pages of dataset portals.

Adding login instructions

To add custom login instructions to a portal, go to Database → Portals. Select a portal, or create a new one, then select Edit.

In the Login Instructions field, add custom text, images, and formatting:

The instructions you enter here appear on the portal’s login page:

Adding password reset instructions

Two things to note about custom password reset instructions:

• The portal must have the Dataset security type.

• You must create a custom password reset email (covered in the next section).

To add custom password reset instructions to a portal, go to Database → Portals. Select a portal, or create a new one. Then, select Edit.  

In the Login Instructions field, add custom text, images, and formatting:

The instructions you enter here appear on the portal’s Reset Password page:

Creating a custom password reset email

You must create an email directing users to the dataset portal password reset screen. Otherwise, the user receives the default system email with a reset link that doesn’t work.

To create a dataset record account password reset mailing:

1. From the main navigation, select Deliver.

2. Select New Mailing.

3. Enter the following configurations:

   • Name: Dataset Password Reset

   • Folder: System

   • Template: Dataset Record Account Password Reset

   • User: Select the appropriate user account

   • Method: Email

   • Template: Leave this field blank

   • UTM Tracking: Disabled
     

4. Select Save.