Easy Login

The Easy Login feature manages the synchronisation of users on a client website with the users known to a warehouse. When a user registers on an Easy Login enabled website, a user account is created on the warehouse with user level access to the client website. Because the user account is created uniquely for an email address (or potentially a Twitter or other social media account) this means that recorders can register on several client websites and receive the same warehouse user ID allowing the concept of “My Records” to span multiple client websites. It also means that the created_by_id and updated_by_id metadata fields stored in the database for each record can be accurately populated so there is no need for the CMS User ID and CMS Username attributes to be used.

Easy Login also enables the following information to be stored in a user’s profile:

  • Their first and last name.
  • A preferred recording location.
  • A selection of taxon groups which they often record against.
  • For verification experts, the location which defines the boundary within which they can verify records.
  • For verification experts, the selection of taxon groups which they can verify.
  • For verification experts, which surveys are they allowed to verify records from?
  • For collators (such as local record centres), the region within which they collate data.
  • For all users, whether their records can be shared outside the website which they contributed the record to. This option is hidden by default.

Tip

Because Easy Login supports storing a correct created_by_id field value for all records stored in the warehouse, this allows additional functionality to be supported. For example, it allows the location_autocomplete control to make available all the sites that a user has saved for selection during data entry. When a site is selected, the data entry form can use previous samples saved for that site by the user to get default values for fields related to the site, such as the habitat.

The location types available for selection can be configured on the Site configuration > IForm > Settings page by setting the Location type for profile locality options option. Also, since each of the above user account preferences are Drupal Profile fields, their visibility on the website can be configured using Drupal’s standard Profile configuration:

  • Select User management > Profiles from the Drupal admin menu.
  • Click the edit link alongside the field you want to show or hide.
  • Look down the page for the Visibility section. Set this to Hidden profile field… to hide and effectively disable the field, or Public field, content shown on profile page but not used on member list pages to show and effectively enable the field.
Visibility options for Profile fields introduced by Easy Login

You can read a tutorial on setting up Easy Login.