The CivicPlus Platform allows us to enable municipalities to engage with residents and other departments, help municipalities streamline their processes, and enable solutions to make government work better. We continually add new functionality and features to the Platform in order to further connect your solutions, which reduces the need for data entry and allows efficiencies through connectivity between your CivicPlus products and your other systems.
CivicRec is integrating with the CivicPlus Platform to streamline logins across products and enhance password security.
Preparing for Migration
Once a migration date has been set for your organization, you will see a message on the login screen letting internal users know if they are using a username instead of an email address, they (or an admin) will need to update their username to an email address so they can continue to log in.
The email used needs to be a real email so they can reset their password if they were to forget it. It does not need to be an email address connected to your domain unless you are using a custom identity provider integration (Active Directory Federation Service (ADFS), Okta, AzureAD).
To identify which users may be impacted, run the People Finder report to view staff usernames.
Option 1 - Have Users Create Accounts on the Platform Before Migration
If your staff members do not already have access to another CivicPlus product on the Platform, they may go to the Platform site and create an account. This will allow them to verify their email address and set up a password prior to migration.
Option 2 - Have an Admin Bulk Create the Platform Accounts
You may request access to import users via a CSV file to the Platform. This will simplify the process of option 1 and a mass email can be sent out to all staff with instructions that they need to confirm their email and set their password.
Staff users will get an email from firstname.lastname@example.org with a link to verify their email addresses. Staff users need to click that link within 24 hours to confirm their email address and set a password for the Platform. If the link expires or they need another link, use the forgot password tool. This will trigger another email to be sent.