| After you have created a new publish profile, you can add security to it and make the pages protected by a username and password. Here are the key concepts you will need to understand to create secure member areas.
The Member Database/Registration Form
In order to password protect your published profile, you need to have a form/database that will be used as a members database and registration form. The form must have a username and password field.
Adding the Username and Password Field.
Here are the steps to add a username and password field to an existing form. - First, open your form in the form editor
- click the edit icon next to the field where you will be inserting the username and password field object.
 Figure 1: Inserting a new field on the form
The new field window will open. Select Special Fields from the drop down and choose the username/password field and click continue (shown below)
 Figure 2: Selecting the Special Field Group and the Username/Password Field
- In the Username/Password field window, click the Save & Close Tab to add the field to your form
Securing a Published Profile
Now that we've added the Username/Password field to your form, we can now use that form/database as a Member Database to secure our Published Profile. This next section assumes you have already created a published profile and that you want to now secure it.- First, open the Published Profile by selecting it from the main menu and clicking the Edit Profile link in the component details window.
- Next select "Profile Security Settings" Icon from the Profile Menu.
- In the page details window, select the "Add Security / Access Restriction" link
 Figure 3: Adding Security to an existing Publish Profile
The Setup Process
The setup process will now walk you through securing your profile. Click the Next/Previous buttons throughout the setup process to walk through each step. Each step is explained on the screen. The first screen gives you an overview of the process. Click Next to advance.
 Figure 4: The first Step in the Security Setup Process (Use the Next Button to advance)
Next, select the form that contains the username and password field. This form will be used for your member database
 Figure 5. Select the Member Database (the form with the username/password field)
After selecting your Member Database, the next screen will ask you if you want to create an Access Restriction Filter. An Access Restriction Filter is a filter or rule that is used to restrict access to your pages. You can, for example, set up a rule, that denies access to login attempts from users who's account status equals = 'expired'. Access Restriction Filters give you control over who, from your member database, is able to log in.
For this overview/example, we will not be using a filter. On the screen shown below, click No Access Restriction Filter to advance and not create a filter.
 Figure 6. Prompted for an Access Restriction Filter.
The Setup Process is now complete. You have now added basic security to your published profile. After the Setup Process you are returned to the main Profile Menu shown below and additional security settings are available.
 Figure 7. The Security Menu and its options/settings
The Profile Security Settings Page Overview contains links to manage all of the related settings. Lets take a look at some of these settings:
Additional Security Settings: Login/Logout Page Settings
The "Login/Logout Page Settings" page contains numerous options that are important to your security profile. Clicking "Login/Logout Page Settings" from the Security Main Menu loads the follow Menu with additional options. Click on each one to expand it:
Figure 8. Login/Logout Page Settings Menu Hints - Under General Settings, you can set the "Default Start Page". This is the first page that will be displayed after a user logs in.
- You can set the login field labels and upload your own login Button
Under Login Page Text and Links, you can set the text that will appear above and below the login fields. By Default, the text below the field contains links for the password reminder function and for new users to register. This is shown in the picture below:
 Figure 9. Default text on the login screen
These links can be removed and/or edited using the dynamic link toolbar item in the editor (the icon looks like a target). Throughout our Publishing System, this toolbar item provides access to insert links to other pages. The registration link, links to a copy of your member database form so that new users can register for access to your published pages. .
The password Reminder link leads to the default password reminder page. The password reminder page needs to be setup before it will work. Lets take a look at that now. Click Next to return to the main menu and begin setting up the password reminder page. Setting up the Password Reminder Page From the main security menu, click the"Edit Password Reminder Page Settings" link. The Password Reminder page provides a way for your users to request a password reminder. The password is then emailed to the email registered to the account. In order to set this up, the Member Database must contain an email field and you need to specify which field that is.. - On the following Screen, select "Password Reminder Page Settings"
- Enter the label for the username field. In most cases this will be "username", but might also be "AccountID", or "School Code" etc.
- In the "Password Reminder Page Message", create the message that will be displayed on the Password Reminder Page.
Figure 9. Password Reminder Page Settings
The next step is an important one. Click the "Password Reminder Email Settings" to setup the details specific to the email that will be sent to the user requesting the password.
Figure 10. Password Reminder Email Settings
- Select the field that the reminder email will be sent to
- Enter a subject for the email
- Enter a return address (a correctly formatted email address)
- And edit the email message that will be sent. Make sure that the email message contains the [password] wildcard which will be converted to the users actual password when sent.
Click Next to return to the main menu.
Other Security Options and Settings
Back at the main Security menu, there are several options we have not explored. These control that ability to control the header and footer shown on the login page and the ability to edit the header and footer shown on the "Edit Profile" page. The "Edit Profile" page provides a way for a user, after logging in, to edit their profile. In order to provide a link to this page, you need to manually insert a link to it in one of the published pages headers or footers. The option to insert a link to the "Edit Profile" page is only available for profiles that use a member database. To insert a link to the "Edit Profile" page, click on one of the pages in your profile and select "Edit Header & Footer". On the editor page, highlight the text or image you want to turn into a link and click the link icon in the toolbar. Select the "Edit Profile" link as shown below to insert the link. This will insert a link to the "Edit Profile" page.
Figure 11. Inserting a link to the Edit Profile Page
The last thing we want to cover today, is the use of the [CurrentUser.] wildcards in your pages. When your profile is secured by a Member Database, the wildcard menu will display a list of wildcard variables for the currently logged in user. You can use these wildcards, for example, to show the logged in users name in the header.
Figure 12. Currently Logged in User WildCards
This concludes our overview on how to Secure your Published Profile. Â | 
