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End User Logins

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Before End Users can login, they must have a record in SAM. 

 

End User Passwords

Passwords can be set on Public Forms to make an exact connection to a record in SAM. Previously entered data will be pre-filled. 

There is one password per Family/Foster Family record. When there are multiple parents/providers, these end users will share a password to enter their record. 

 

Password Login 

Public forms and Checklists set as view will always require that clients login. This is what end users see when they access a SAM Public Form to login. 

Public Form where Password Required

Public Form where Password Optional

 

How End Users Retrieve a Forgotten Password

1. The end users should open the public form

2. Click "Need of forgot your password?"

3. SAM will direct the user to a form to reset their password.

4. End users should enter an email address on record and the Name requested, then click Submit.

Email Address/Name Combination

Most record types request Last Name, but a form based off an Organization will request the Organization's Name. The Name must match exactly for SAM to work properly. 
 
When entry does not match, SAM will notify the end user on the form. End users will need to contact your organization to recover an email address and name if they are unable to enter the correct combination. 

5. An email will be sent to the email address from your agency's Default Email Sending email account.

6. End users should follow the email to reset their password. 

7. SAM directs end users to a form to input a new password and confirm the password.

8. Click 'Reset Password' when complete.

9. The end user will be directed to the original form to login with new credentials. 

 

Troubleshooting Password Reset Issues 

Verify the URL they are logging in to
End users should be logging in to SAM's public forms. Their credentials will not work with your SAM site. 
Have end users send the URL where they have entered the password reset request. 
 
Is the end user receiving an email?
Review SAM's Sent Email Log under Email Settings Hub.
  • Did the Password Reset email get sent? 
  • Is there a Sending Error? - verify your Default Email Account is authenticated.
  • Is the message in the end user's spam folder? 
  • Verify the end user's name and email are on their client record in SAM.
Family/Foster Family Records
  • These record types share a password. Ensure end users accessing a Family/Foster Family record are sharing their password when they reset passwords.
 
Public Form Login Messaging 
Provide an explanation to the user about collecting the password, such as: 
"Please enter the email address and password that you will use to access this and other forms in the future on our website. Please write down and keep this password in a safe place. Password must be at least 8 characters with at least one uppercase letter, one lowercase letter, and one number."
 

Public Form Password Reset Messaging

When a password reset is requested from a Public Form, SAM will email the user instructions. This messaging can be modified from the Public Forms Links screen. 

Modify the message

In SAM, click Settings (gear icon) > Public Forms Links > click Advanced Options (sidebar) > an option below to change the text the Public Form user will receive

  1. Edit Public Forms | Reset Password Email | Subject
  2. Edit Public Forms | Reset Password Email | Body
 

The messaging shown to a form user at the Login screen can be modified. 

  1. Open Form Customizer > Advanced Options > Advanced Form Properties
  2. Find the Login - Public Forms section
  3. Enter the "Login/Prefill Option Section Text/Question" with a new message > Click Save

 

Public Forms & Matching Records

Public Forms | Prompt User to Login

When Public Forms | Prompt user to login when duplicate email is enabled, SAM will prompt end user to login through a popup if a duplicate email address is entered into a public form. By default, this setting is enabled on all Public Forms.

End users can: 

  • Login
  • Set/reset their password after clicking Forgot or Don't have Password
  • Ignore the login prompt and add a new, potentially duplicate, client record

Disable Prompt End User to Login

For each form, SAM Leads can disable the login prompt.

In SAM, click Settings (gear icon) > Forms > select desired form > click Advanced Options (sidebar) > Advanced Form Properties > under Public Form Settings, set Public Forms | Prompt user to login when duplicate email = No

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