Set up self-administered reader options

  1. Go to Your Account > Readers > Settings. Make sure "Allow readers to administer their own passwords" is selected for Password Management to be able to see the Self-Administered Reader Options.
  2. Password Expiration Interval: Specify at what interval reader passwords will expire, forcing the reader to choose a new password. The options are:
    • Never (default)
    • Every Month
    • Every 2 Months
    • Every 3 Months
    • Every 6 Months
    • Every Year
  3. Repeat Password Limitations: Choose whether and how to limit password reuse when resetting passwords. The options are:
    • None (default)
    • Cannot use previous password
    • Cannot use previous 2 passwords
    • Cannot use previous 3 passwords
    • Cannot use previous 4 passwords
    • Cannot use previous 5 passwords
  4. Custom Validation Rule: Create your own password validation using RegEx. You can find prewritten validation rules using your favorite search engine. Check out this Regular Expression Libraryfor some examples.
  5. Custom Validation Description: This message will be displayed on the password reset screen if you have a custom validation rule. Use it to tell your reader about the rule so they can create a password that works.
  6. Auto-assign Group Rules: If you are using group rules to automatically assign your readers to groups, use this setting to ensure that reader groups will update based on the rules each time a reader logs in. This allows you to create new rules and have it automatically applied to existing readers, but it will override any  groups you might have set manually. Do not choose this option if you are manually setting reader groups.
  7. Reader Signups: Add a reader signup link to your login page so you reader can sign up own their own. By default, new readers will be added and a welcome email sent with a temporary password. You can optionally choose to require an admin approval before the welcome email is sent, and you can set up notification email to inform you are new reader signups or signup requests.
  8. Signup Notification Recipients: Specify which emails or list of emails to send notifications when a new reader signs up or requests access.
  9. Save.