accounts+howto
Basics
Signing up
Most Decks feature a "Sign Up" link near the top right corner of every page. Clicking on that link will take you to a sign up form (which is actually the "new" view of the card named "Sign up"). When you sign up for a Decko site, you are creating a Sign Up card, along with cards for your email, encrypted password, etc. By default Anyone can create a Sign up.
If you also have permission to create User cards, then after you sign up you will receive a verification email. Clicking on that email will confirm your email address and then change your Sign up into a User (by changing the card's type) and activate your account.
If you don't have permission to create User cards, then someone who does will need to approve the account.
Signing In / Resetting Passwords / Inviting
When you sign in with an email and password, you will typically see a link to your card (the card with your name) at the top of the page. If you navigate to that card, you will be able to access account details and roles settings via the card's menu. This is the easiest way to update your email or password.
If you ever lose your password, just click on "Sign In", and then "RESET PASSWORD". This will prompt you to give your email address, to which Decko will send a verification email with a new token that will allow you to reset your password. If you lose access to your email address, or forget which one was used when you got the account, you'll have to contact an Administrator to sort things out.
If you are signed in and have permission to create Users, then you can invite someone to Wagn via /new/:signup (typically reachable via an "Invite " link at the top of a page).
If you are signed in and have permission to create Users, then you can invite someone to Wagn via /new/:signup (typically reachable via an "Invite " link at the top of a page).
Administration
Permissions
As with any card, permission rules for Sign ups and Users can be edited via the advanced item on the menu. Some important permissions to consider.
- who can create Sign ups? If this is set to "Anyone", sign-ups are turned on. Otherwise they are effectively off.
- who can create Users? If this is set to "Anyone", then users can verify their own accounts. Otherwise someone with this permission will need to approve them
- is captcha on? This can reduce spammy sign-ups.
- what roles does the user have? This will heavily influence what the user can do once signed in and can be set via the "account" item on the menu of a User's card.
Emails
There are three account-related email templates you may wish to customize:
- The verification email is sent to users when all that remains for their account to be finalized is for them to click a verification link.
- The signup alert email is sent when a new signup is created (typically to administrators)
- The password reset email is sent when... you can probably guess that one.
Formatting
Because both Sign ups and Users are normal cards, each can be formatted like any other card. So, for example, you can add an nesting like to the *structure of a Sign up card, and this will add a newsletter field to the sign up form.
If your User card shares the same field with the sign up card, then the value of this field will, of course, persist and be displayed even after the card's type is changed. All Sign up fields will persist upon approval, in fact, but you can independently decide whether and how to display these fields on the User card.