Boost recurring donations this giving season with the upsell prompt!Managing Users
Managing front-end and administrator user accounts in Soapbox Engage, Salesforce User Integration, and Single Sign On
Managing Payment Methods
Using the User Manager
- Viewing and managing Users in the administrator
- Adding a new user
- Overview of User Groups
- Customizing portal user registration confirmation email
- Setting Up the User Menu Module
- What is the meaning behind the different user levels when setting access in the Soapbox User Manager?
Salesforce Portals Add On
- Introduction to Soapbox Portals
- Viewing and managing Portals settings in the administrator
- Customizing the default system user registration page and enabling reCAPTCHA
- Customizing default landing page for logged in web users
- Customizing front-end user registration experience
- Managing who can register for a front-end user account
Managing Single Sign On
- Viewing and managing Single Sign-On settings in the administrator
- Enabling Single Sign-On with Salesforce for administrator access
- Configuring Email Single Sign-on by Email (Login by Email) functionality
- Enabling Single Sign-On with Salesforce for front-end access
- Updating Single Sign-On X.509 Certificate for your Salesforce Connected App
- Enabling Single Sign-On with Okta for administrator access