Authorized user configuration in the CDR Portal

Complete these tasks to enable the authorized user functionality in Rhythm for Civics.

Register New Account widget

Open the configuration settings for the Register New Account widget and specify these values:

  • Enable Authorized Users: True

    This setting enables the authorized user functionality for the CDR Portal.

  • Register Organization Target Page: Setup Organization

    This is a new page that you will add to your site's public pages. (See below.)

  • Forgot Username Page: Forgot Username
  • Forgot Password Page: Forgot Password

See Register New Account widget.

Register Organization widget

This widget is shown when the user selects My Account > Set Up Organization. A logged-in user can select this option to create an organization.

To configure the Register Organization widget, first add a new page called Setup Organization to your public pages.

See Adding a page.

Add the Register Organization widget to the Setup Organization page and specify these values in the widget configuration:

  • My Dashboard Target Page: My Dashboard
  • Home Page: Home
  • View Organization Target Page: Home
  • Register Individual Target Page: Register
  • Forgot Username Target Page: Forgot Username
  • Forgot Password Target Page: Forgot Password

See Register Organization widget.

My Account Dropdown widget

In the widget configuration, add a new target page and specify Setup Organization in the Target Page field.

Organization Profile widget

The Organization Profile widget is shown instead of the Account Information widget when the user has selected an organization profile. It shows details about the current organization.

To configure, add the Organization Profile widget to the My Account page and specify these values in the widget configuration:

  • Organization Registration Page: Setup Organization

See Organization Profile widget.

Profile Switcher widget

The Profile Switcher widget is shown in the top left corner of the site if the current user is an authorized user of an organization. It is used to switch between the individual user's profile and an organization profile.

To configure the Profile Switcher, open the widget configuration settings and specify these values:

  • Profile Switch Target Page: My Dashboard

See Profile Switcher widget.

Rename My Profile page (optional)

Because the My Profile page will show both personal profiles and organization profiles, we recommend changing the page name to Profile Information.

To rename the page, select Site Builder > Pages in the site admin menu. Open the configuration for the My Profile page and specify the new name in the Name field.