Set up self-administered reader options

If you are allowing readers to administer their own passwords, you should review the Self-Administered Reader Options. These help determine:

  • How frequently passwords expire
  • If readers are allowed to reuse passwords
  • If passwords need to meet specific validation/complexity rules
  • If reader signups are allowed, and what the process looks like if they are

To review and update these settings:

  1. Go to Your Account > Readers.
  2. When the Readers page opens, click on the Settings tab. If the box next to "Allow readers to administer their own passwords" is checked, scroll down to the Self-Administered Reader Options section:
  3. Password Expiration Interval: Should reader passwords expire? And if so, how frequently should they expire? This setting determines who frequently reader passwords will expire, forcing readers to choose new passwords. The options are:
    • Never (default)
    • Every Month
    • Every 2 Months
    • Every 3 Months
    • Every 6 Months
    • Every Year
  4. Repeat Password Limitations: Can readers reuse an existing password? This setting lets you 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
  5. Custom Validation Rule: Do you have company password requirements for complexity or format that you'd like to enforce? Use this setting to create your own password validation using RegEx. You can find prewritten validation rules using your favorite search engine. Check out this Regular Expression Library for some examples.
  6. 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.
  7. 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.
  8. Allow Google Sign In: You can allow readers to sign up for and log in to your knowledge base with their Google account. See Allow Google log in for readers for the additional steps to get Google Sign-in set up on your knowledge base.
  9. Reader Signups: Add a reader signup link to your login page so readers can sign up on their own. By default, new readers will be added and a welcome email will be 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.
  10. Signup Notification Recipients: If you're using reader signups, add the email address(es) you'd like to be notified when a new reader signs up or requests access.
  11. Click the Save button.