Managing Client Passwords

To ensure that all client information is secure, clients must log in to the Client Zone to review and manage their event.

To log in, they obviously need a password. This article describes the process by which that password is assigned, as well as how it can be communicated to the client.

Client Password Creation

There are three main ways in which a client account and password is created;

1. Client account created manually via WordPress Users menu
   These passwords are assigned manually by the person creating the client account
2. Client account created via the MDJM Events screen
   When creating a new event, it is possible to create a client account directly from the event screen. In this scenario, the password is automatically generated by MDJM
3. Client account created via a Dynamic Contact Form submission
   The Dynamic Contact Form add-on allows for the inclusion of a password field within the contact form. If used and mapped, the client can choose their own password for their account.
   If the password field is not used on the contact form, the password is automatically generated.

Client Password Notification

In scenarios one and two above, it is obviously necessary to advise the client of their password enabling them to log in to the Client Zone. However, due to encryption within WordPress, MDJM cannot retrieve the password.

Our solution is to reset the client password at the time an event transitions into the Enquiry status.

To enable this feature, use the following guidelines;

• Edit the email template that is configured to be sent to the client when their event transitions into the Enquiry status. Head to MDJM Events -> Settings -> Emails & Templates -> Event Templates and choose the template you wish to use from within the Quote Template settings option. The default template is Client Enquiry.
  
• The selected template needs to include the Content Tag {client_password}. Edit the template from MDJM Events -> Email Templates and insert the {client_password} content tag into the content of the template. Note that the default template does not include this content tag.
• When transitioning an event to the Enquiry status, make sure that the Reset Client Password option is selected and that the selected Quote template has the {client_password}content tag within its content.
  

When the event is saved and the transition into the Enquiry status takes place, MDJM will reset the client password. During this reset, we will temporarily store the newly assigned password. If configured to send an email to the client and the {client_password} content tag is found within the content of the selected email template, the newly assigned password will be inserted replacing the {client_password} content tag. The option within which MDJM has stored the password is then immediately deleted.

Using the {client_password} content tag within any email template that is used at any other time than the transition into Enquiry, will result in the content tag being replaced with a link directing the client to where they can reset their password.