Overview of Member Authentication Methods

Modified on Fri, 17 May 2024 at 09:25 AM

This article presents the simple definitions of the four member authentication methods available in the Engagement Rx system.

Closed portal

Single sign-on (SSO)

Subscriber validation (user eligibility files)

Self-registration

For each method, we'll also list the benefits and considerations and provide information on the member experience.

Closed Portal

The closed portal member authentication method is when a member on your team manually adds members to your portal.

add member.png

Benefits	Considerations
Quickest way to get up and running. Can add one-off members making it ideal for walk-ins.	Coaches need to manually add each member one-by-one. When coaches are adding members: They need to set an expiration date for that member as determined by you. They should toggle on "Send portal registration email," otherwise the member will not get the information to register. Unable to add batches of users at one time.

Closed Portal: Member Journey

When a coach adds a new member to Engagement Rx, the member will get an automated registration email:

member email.png

Once the member clicks on the link in the email to register, they will be brought to the registration page:

reg page.png

After registering, the member will be delivered to the member dashboard and, if engagement messaging is turned on for the portal, a welcome email will be sent to their email account:

welcome email.png

Single Sign-On (SSO)

The single sign-on member authentication method is when a member logs into a separate platform first (one that they frequently use already) and clicks on a section that then brings them over directly into Engagement Rx.

Benefits

Considerations

Does not require the user to know another login and password. Users login through your site and access Engagement Rx seamlessly.

Can include additional properties to populate the member's profile (i.e., gender, date of birth, custom fields).

Can use user eligibility files to bulk upload users and control access.

Requires high effort to set-up.

You cannot manually add one-off users.

Users cannot login directly to Engagement Rx. Users must access Engagement Rx through your site to access Engagement Rx resources such as courses, content, to view encrypted messages, etc.

For coaching teams, we recommend using user eligibility files to bulk load users so coaches can access a user's record immediately. Otherwise, the user record is not accessible until the first time the user SSO's to Engagement Rx.

SSO: Member Journey

The member first logs into your system (i.e., wellness portal) and then finds the section where it redirects them to Engagement Rx. Then they will be brought straight to their member dashboard.

SSO: Coach Journey

The coach should always direct the member to first log in to the system and then go to Engagement Rx. Any member that is working with a coach should already by in Engagement Rx. Therefore, the coach would only have to find them in the member search.

Subscriber Validation (User Eligibility Files)

With subscribe validation authentication, members are uploaded via user eligibility files in batches; once implementation is set up, this authentication method is highly efficient.

Benefits

Considerations

Does not require another membership site. Users login directly to Engagement Rx.

Can include additional properties to populate the member's profile (i.e., gender, date of birth, custom fields).

Use user eligibility files to bulk upload users and control access.

Requires moderate effort to set-up.

You cannot manually add one-off users.

The user eligibility file must contain ALL users who should have access to Engagement Rx, not just new users. Any users in Engagement Rx who are not in the user eligibility file will be disabled.

We recommend configuring a "Member Added" Automation to send your users a notification when they are first added via a user eligibility file prompting them to complete registration.

Subscriber Validation: Member Journey

Members should get a message from an automation you create that says to log in at their [portal ERx site] link and select “New Users Start Here”:

new users.png

Once “New Users Start Here” is selected, members will be brought to a page where they enter data to the validation fields you configure. Please note that help text and an image can be customized to guide members to find the appropriate validation information.

Once a member selects “Validate Membership”, members will be brought to the registration page to create their password.

create account.png

Then the member will go to the member dashboard. Also, if engagement messaging is turned on for the portal, the member will receive a welcome email:

sso email.png

Subscriber Validation: Coach Journey

The coach should always directs members to log in at [portal ERx URL]. Any member that is working with a coach should already be in Engagement Rx. Therefore, the coach would only have to find them in the member search.

Self-Registration

The self-registration member authentication method leaves it entirely up to a member to get started in Engagement Rx and create their profile themselves.

Benefits	Considerations
Members register themselves. Coaches can still manually add one-off members.	Requires sending a message from somewhere outside of ERx or marketing outside of ERx platform to guide member to [portal ERx URL]. Risk of anyone finding URL and using it. Coaches cannot manually add one-off members (is this true). Anyone who completes self-registration has full access to your portal

Self-Registration: Member Journey

Members receive a message or find marketing directly from you guiding them to the [portal ERx URL].

Member goes to URL and selects “New Users Start Here”:

self register.png

Once “New Users Start Here” is selected, members will be brought to a page where they enter data to the validation fields you configure. Please note that help text and an image can be customized to guide member to find the appropriate validation information.

self register 2.png

Once a member selects “Validate Membership," members will be brought to the registration page to create their password.