Customer Creation and SSO

As of 7.4.1, the WEB_USER table has been deprecated and SSO is required for Personify e-Business site login.

If your organization has customized the WEB_USER table for any other reason, please contact your Account Specialist for future considerations.

When creating a new individual customer in Personify360 Operations, the CUS WEBUSERNAME_FORMAT application parameter determines what the constituent's New User Name will be. The following chart describes the various combinations:

Application Parameter Value

Email Entered During Customer Creation

SSO Username

CUSTOMER_ID

Unique email address

Customer ID

CUSTOMER_ID

No email address

No SSO created

CUSTOMER_ID

Duplicate email address

As of 7.4.1, duplicate email addresses can exist in the system.

Customer ID

CUSTOMER_EMAIL_ADDRESS

Unique email address

Customer Email Address

CUSTOMER_EMAIL_ADDRESS

No email address

No SSO created

CUSTOMER_EMAIL_ADDRESS

Duplicate email address

As of 7.4.1, duplicate email addresses can exist in the system.

Customer ID

CUSTOMER_NAME

Unique email address

Customer Name

CUSTOMER_NAME

No email address

No SSO created

CUSTOMER_NAME

Duplicate email address

As of 7.4.1, duplicate email addresses can exist in the system.

Customer Name

When creating a new customer in Personify360 Operations, if an email address is defined for the customer, a 7 character, random web password, which could contain either numbers or letters or a combination of both, will be created for the new customer. As of 7.5.2, an email will be sent to the customer, which contains a link to reset his/her randomly generated password, ONLY if the CUS ALLOW_DEFAULT_SSO_PASSWORD_RESET_EMAIL application parameter is set to "Y" (new as of 7.6.2). Additionally, as of 7.6.2, the email that is sent can be figured using the "DefaultPasswordResetBodyTemplate" template delivered with base.

This template was coded in such a way that the email will not go into junk/spam folders. Additionally, new HTML templates were added, which can be easily modified with no need to recompile code.

If the customer's email address is being used as the username of another customer, then when the customer is created with same email address, the system will NOT send an email to the customer to reset their password.

If an email address is NOT entered for the new customer, an SSO login will NOT be created. If an email address IS entered for the new customer, the system will create a SSO login for the customer.

The CUS WEBUSERNAME_FORMAT application parameter is only applicable to Personify360 Operations. In Personify360 eBusiness, the primary email address will always default as the new web user's username.