This plugin provides a convenient, familiar way for participants to gain access to their record using a username and password. If the user has a password manager in their browser, the sign-in credentials will be remembered.
The username field can be any uniquely identifying field, such as an email, made-up username or even an ID number.
The password field any be any text field and is used to verify the user’s identity. Passwords can be stored encrypted or in plaintext. Encrypted passwords requires the use of a “password” type field.
The password field is optional, making it possible to use the login form to gain access to the editable record with a single input such as an access code.
The login form is protected from brute-force attempts to guess the credentials, limiting the number of times a form may be attempted in a period of time.
Note: the “login” provided by this plugin is not a WordPress user login, it is for the purpose of securely accessing a Participants Database record for editing.
Also note, this plugin is not compatible with the Participants Database WordPress User Profile plugin. You cannot use this plugin to provide a login for WordPress users.
To configure the plugin for use, start by making sure your “Participant Record Page” is correctly configured by visiting the “Record Form” tab in the main Participants Database settings. This tells the login form which page to go to when the login is accepted.
Configure the Login Form
On the Participant Login settings page, you can configure the form to show one or two fields that the user will need to fill in to access their editable record. The first field is called the “Username” field, and it is used as the primary identifier. This can be an email address, an ID number of some kind, or really anything that can be used to uniquely identify the user.
The second field is called the “Password” field, but it can also be anything you want. It is usually used to verify the user, especially if the Username field is something that would be generally known, such as an email address. It is also possible to set up the form to use only a single input field by unchecking the “Require Password” checkbox. When this is unchecked, only the Username field will be shown in the form. You might do this if your username field was something only the user would know, such as an ID number.
When selecting the field to use for the password field, it is important understand that “password” type fields store the password in encrypted form, which means an administrator cannot know what the password is. If you need to be able to tell people what their password is, use a text-line field for your password field, then you will be able to look up their password because it will be stored in plaintext.
Create Your Login Page
Once you have configured the login form, you should create a page that will be the login page. On that page, place the [pdb_login] shortcode to show the login form. It is possible to use a custom template for the login form if you need.
This shortcode will accept the following attributes to configure how it looks and works:
template for using a custom template
record_page to set the page (use the page name or ID) that the user goes to after successfully logging in; that page must have the [pdb_record] shortcode.
login_button_text to set the text on the submit button for the login form
When using the “Extended Access” preference, the user is automatically forwarded to the record edit page from the login page for 24 hours after successfully logging in. This period can be changed using a code filter.
To end the persistent login before it expires, you can use a logout link. You may need to use this if you have users that must have access to more than one record. The logout URL is simply the login URL with “?pdb-logout” appended to it. For example, if your Participants Database login page is at /pdb-login, your logout link would look like this:
If you are not using pretty permalinks, you need to do it slightly differently. For example, if your login page is on a page with an ID of 2034, your logout link would look like this:
It’s a good idea to put the logout link in a menu somewhere where the user can find it.
Login Form Settings
Selects the field that holds the username. This could be an email address, a made-up username, or even a member ID number. If the password is not required, this will be the only field shown. This field should hold a value that uniquely identifies the record. If more than one record matches the value, the first record found will be used.
Username Not Found Feedback Message
Message to show if the username does not match any record.
If this is checked, both the username and the password must match an existing record for the login to be accepted. If unchecked, no password will be required, and a correct entry into the username field will take the user to the record edit screen. Be careful with this, it could allow data to be changed by unauthorized persons.
This is where you set the field that is used for your”password.” This field can be a “Text Line” type or a “Password” type field. If the field you want to use does not appear in the selector, you should either create it if it doesn’t exist or change its form element type to one that is valid for this setting.
If you select a text-line field for this, it will be stored in the database as plaintext. This will often be the case if you are using something like a customer ID for this field. If you use a “password” type field, the password will be encrypted in the database when the user saves their password.
It is important to understand that you cannot switch from or to a password field after the record data has been entered. Changing the field type cannot encrypt or decrypt passwords, so if there is data in this field, it will become incompatible with the field type. If the password field is empty, that is OK, the password will be saved in the correct format when the user enters it.
Login Button Text
This is where you can set the text that is shown on the login form submit button.
Bad Password Feedback Message
Message shown if the password doesn’t match the value in the database.
If checked, a cookie is stored on the user’s browser when they successfully log in, so tha when they are directed to the record edit page, the URL does not show the private ID of the record. This can also be used to allow the user to bypass the login for a while if the setting below is set.
This sets the cookie to stay valid for 24 hours, allowing them to bypass the login for that period of time. This requires the the “Use Cookie” setting be selected as well. When a user with such a cookie visits the Participant Login page, they will be immediately redirected to their record edit screen. The 24-hour period can be changed to another value by using a code filter.
Password Recovery Settings
Show Lost Password Link
Provides a way to send the direct link to the user’s record so their password can be changed or recovered. This requires the the “Resend Private Link” functionality in Participants Database be correctly configured. This does not send the password or set a new password, it functions in the normal way for Participants Database: it provides the recipient with a private link to edit their record. They may use that link to change their password if they wish.
Lost Password Form Shortcode
This shortcode is used to generate the lost password form. This setting allows you to customize the shortcode, primarily so that a custom template may be used. the default value here is [pdb_request_link].
One-Time-Use Private Link
Password recovery works by emailing the user a “private link” which can be used to access their record edit page, bypassing the login form. When checked, this setting will change the private ID every time it is used to access the record edit page. This keeps the private link secure because it can only be used once. Don’t use this if your users need to be able to use a static URL to access their record edit page. This setting has the effect of changing the private ID code every time the record is saved.
Product-specific technical support can be found here:
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