Users can now update their own details by following a magic link that is sent to them in a confidential email. Magic links will expire after three months, and emails containing magic links include a disclaimer that the email contains confidential information and should not be shared with anyone.
There are three ways users can update their own details:
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Completing a new online form for an organisation.
Manually entering their details or using the autofill wizard.
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Clicking the magic link from a prior confirmation email.
When the person last completed a form for the organisation (detailed instructions below), they would have received a confirmation email. This email contains a magic link that they can click through to their details. If it has been longer than three months, the organisation will need to resend the confirmation email to the person as the magic link will no longer be active.
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Receiving an invite to register using a magic link.
Click this link to see how to Send an Invitation to Register via the SuperCRM so that the recipient can directly update their details.
End-user example: 'magic link' sent within confirmation email.
If the organisation has enabled confirmation emails in Advanced Options, the person will receive the email below once a form is submitted.
Many organisations have the form set so that these confirmation emails include a 'magic link' that the registrant can click to update their details.
Reminder: The magic link will expire after three months.
Note: In some instances, the ability for people to update their own details may have been disabled by the organisation (controlled in Advanced Options).