Onboarding: How to give your employees access to Power eCard

Gesch├Ątzte Lesezeit: 2 min

You have the following options to give your employees access to the Power eCard system:

1. Manual creation of a user in the backend

As an administrator, you can create new users for the Power eCard system by using the user management

To do so, select Administration > User > Create ne users in the menu.

After creating the new user you can manually send out the link to the login screen as well as the user name (e-mail adress) and the password.

2. Import a user list

The user administration can be used to import user data via a CSV list. In this case, a standard password for every user is specified in the CSV, which the user must change after his first login.

Afterwards the link as well as user name (e-mail address) and the default password can be mailed to all imported users manually.

3. Self-registration

If self-registration is enabled, all users can register themselves and create a personal account for the Power eCard system. The URL for registration is CUSTOMER.power-ecard.io/register and is linked from the login screen once self-registration has been activated.

To activate self-registration, open the menu Administration > Settings > Users & Security as an administrator in your Power eCard system. There, at the top, tick the box “Allow user registrations?”

Registration can be restricted to certain email domains; this must be defined in the configuration under Administration > Settings > Users & security under “Allowed email domains“. This restricts the user group and no one can register with a gmail address, for example
To automatically assign users to a group when they register, simply add “#Groupname” behind the defined email domain. Replace “Groupname” with the name of the group to which the users should be added. The group must already be created in the system.

The next step is to define one of the three activation methods for newly registered users under Administration > Settings > Users & Security:

  • Account creation withou approval:
    All users with a corresponding business mail address can log in to the system right after registration
  • Approval via double-opt-in:
    The new user has to confirm his mail adress via double-opt-in by clicking an activation link in an e-mail. The account will be created afterwards
  • Approval by an administrator:
    The user must be activated manually by the administrator after the registration. Until then, he can not log in to his account.

Finally, you can either activate or deactivate the optional fields for the registration form under Administration > Settings > Users & security in the “Fields for user registration” area. An overview of all fields (mandatory and optional fields) can be found in the screenshot and in the list below

The following information is queried during registration:

E-Mail: E-Mail adress that is also used for login Display name: Name for personalization, e.g. in the greeting phrase “Best regards, your #Display name#”

  • User name: This can be any name you want, ideally it consists of the first letter of the first name and last name (if your e-mail changes, you can still log in using the user name)
  • Password: at least 8 characters long and 1 number included
  • Time zone: relevant for users abroad and timed dispatch, for Germany select “Central European Time”
  • Company: optional (can be used for user groups)
  • Location: optional
  • Country: optional
  • Picture / Logo: optional

4. Optional software package: LDAP connection

Power eCard can be connected to the company’s LDAP system and employees can log in to the Power eCard system with their global user data.

NOTE: This software package is not part of the basic version of Power eCard and requires separate licensing.
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