Security & Settings
Console users, security roles and policies, permissions, and partner API keys.
Subjects
- Concepts4 articles
What Security & Settings's records are and how they fit together.
- Get Started1 article
Set up Security & Settings for your account in the right order.
- Tasks2 articles
Day-to-day work in Security & Settings, one goal per article.
- Portal2 articles
What members and visitors do with Security & Settings on the Portal.
- Configure3 articles
Setup for Security & Settings: one article per setting group.
- Troubleshooting1 article
Symptoms, causes, and fixes for Security & Settings.
In Preparation: Reference
Common Tasks
- Reset a Console User's Password or Send a Setup Link
What to check when a colleague cannot sign in to the Console, how a new console user gets their first password, and what to do when the setup or reset email never arrives.
- Sign In to the Portal With a Different Email Address
How to connect a new sign-in email address to a contact record your association already has filed under a different address, and why editing your email on your profile never changes what you sign in with.
- Set Up Your Account or Sign In
How to decide whether you need to sign up, sign in, or reset your password when you reach an association's Portal, and why an account-setup attempt fails when one already exists for your email.
- Rotate an API Key Secret
Replace an API key's secret when it has been lost, leaked, or shared with someone who should no longer have it, and deliver the new secret through its one-time link.