Overview of Member Authentication Methods

Modified on Mon, 12 Feb 2024 at 09:47 AM

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



  1. Closed portal

  2. Single sign-on (SSO)

  3. Subscriber validation (user eligibility files)

  4. 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 of Closed PortalConsiderations for Closed Portal


  • 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 of SSOConsiderations of SSO


  • Creates a seamless experience for members to sign in.




  • Requires the most backend set-up to implement.

  • Always need to direct members to the other system to log into Engagement Rx with an engagementrx.com URL.

  • Coaches cannot manually add one-off members.

  • To view encrypted messages, the member needs to SSO over.



 


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 of SSOConsiderations for SSO


  • Best way to add members in bulk.

  • Can have automatic eligibility file uploads (as opposed to manual).

  • Include field mapping for properties to automatically populate attributes into a member's profile (i.e., gender, date of birth).




  • Requires moderate back-end set-up to implement and requires detailed eye moving forward to ensure files are in the correct format with appropriate column headers.

  • If you are uploading new files to replace older files, the file MUST contain all members, not just newly added members.

  • If a coach manually adds a one-off member, and they’re not on the next eligibility file upload, that profile will be disabled.

  • Once you have successfully uploaded an eligibility file for the first time, the header columns and the data in all future eligibility files must be formatted exactly the same way or errors will occur. If you want to alter the components of the file, you must first reconfigure the user eligibility configurations for the portal and the uploaded file must be formatted to comply with the settings.

  • Should set up an automation that once members are added to Engagement Rx for the first time via eligibility file, that they get a message to register and create password for Engagement Rx.



 


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.


 


validation.png


 


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 of Self-RegistrationConsiderations for Self-Registration


  • 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.


 


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:


 


welcome email.png


 


Self-Registration: 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. However, coaches can still manually add one-off members.


 

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons

Feedback sent

We appreciate your effort and will try to fix the article