Overview

This article provides a guide to setting up the login and self-registration components after installing RIO Ready V4: Login/Self-registration.

Prerequisite

1. Install the RIO Ready V4 - Login and Self-Registration Components: [Install from here].
    
2. Community Setup:
   • Ensure a student community is set up, such as the RIO Education Community. Alternatively, you can install the RIO Education Community (Vanilla version) [here].
   • Enable self-registration for the community:
     All Sites -> *Site Name on the list* - Workspaces link -> Administration -> Login & Registration -> "Allow customers and partners to self-register".
      
3. reCAPTCHA Setup (Recommended):
   • Create a reCAPTCHA v3 key if required for additional security.

Post-installation Setup

Custom Setting

In RIO Education Settings, configure the following fields:

1. Student Profile Id
   • Assign the default profile for new users created via self-registration.
   • The profile should be a member of the community.
   • For standard community profiles, ensure that "Allow using standard external profiles for self-registration, user creation, and login" is enabled.
      
2. Student Permission Set Ids
   • Assign the default permission set for new users created through the self-registration component.
      
3. If reCAPTCHA is Enabled
   • Enable reCAPTCHA: Set this to "true."
   • reCAPTCHA's Secret Key: Refer to the reCAPTCHA setup article [here] and paste the secret key in this field.
   • reCAPTCHA's Threshold: Set the threshold to at least 0.5. 
     (Note: reCAPTCHA v3 returns a score from 0.0 to 1.0, with 1.0 indicating a likely genuine interaction.)

Permission (Objects/Fields/Apex Classes/User permission)

Grant the necessary permissions for each component to users. Ensure these are assigned to the relevant profiles or permission sets.

Community Pages

Skip this step if you are going to install RIO Education Community (Full Version).

Update and create community pages by navigating to Setup >> Digital Experiences >> All Sites >> Select “Builder” of the community. 

Login Page

1. In the community builder, click the top menu and search for “Login”. Then select the page.
   
    
2. Replace the existing Login Form with REDU Login Form.
   
    
3.  On the component properties, the following URL will be already populated by default.
   • forgotPasswordUrl: relative URL destination for the “Forgot your Password?” link
   • selfRegisterUrl: relative URL destination for the “Not a Member?” link
   • existingStudentUrl: relative URL destination for the “Existing Student?” link
      
4. You can replace the Salesforce logo with your own logo, using the 'Rich Content Editor' component.
   
    

Self-registration Page

1. In the community builder, click the top menu and search for “Register”. Then select the page.
   
    
2. Replace the existing Reguster Form with REDU Self-Registration Form.
   
    
3. On the component properties, make sure to check the 'includePasswordField' checkbox (if unchecked, the Self Registration will have additional Email confirmation step where the user must set the password).
    
4. As the self-registration component comes with reCAPTCHA by default, follow the steps below to update site key in head markup. Skip this if reCAPTCHA is not required.
   • In the community builder, Click the Settings >> Advanced >> Edit Head Markup
     
   • Update the reCAPTCHA-site-key's content to the reCAPTCHA site key created above.
     
   • Click Save.
      

Existing Student Page

1. In the community builder, click the top menu and “+ New Page”
    
2. Click “Standard Page”, then select the preconfigured page - “Existing Student” and click next.
   
    
3. Insert the Name and URL as below:
   1. Name: Existing Student
   2. URL: ExistingStudent
       
4. Click Create.
    
5. Navigate to the Existing Student page >> Properties, tick the option “Override the default theme layout for this page.”. Set the Theme Layout as “Login”.
   

Publish the the community once completed. Make sure the community is activated.