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Set Up a Forgot Password Layout

Implement a Point of Sale forgot password layout or use a mobile site to streamline the password recovery process. Users can easily reset their passwords, enhancing security and improving user experience.

Create a Forgot Password Layout

The Forgot Password Layout is created as a normal layout.

  1. Go to Layouts > All Layouts
  2. Click Add Blank Layout

Associate ID / User Name field

Associate ID field is configured as a form element:

  1. Select a cell
  2. Select Cell Content > Form Element
  3. Configure the form element and click SET FIELD

A form displays a username field's settings.

Note
Note The Field (i.e., JSON key) should match the exact value that the relevant backend systems expect.

PIN

PIN is used to validate the user. PIN is setup in store associate creation form under Store Manager > Associates > Add.

Users will be able to reset their own password by entering the correct PIN. The setup for the PIN field on the Password reset layout like this:

A form displays options for a text field defining a PIN.

Enter New Password

Associates can add the new password. The password rules can be setup in input validation rules expression. This field can contain regex rules.

A form displays options for a text field defining a replacement password.

Confirm New Password

Associate should add the same password again for the system to reset their password

A form displays options for a confirming new password button.

Both new password and Confirm Password should be made into hidden text.

Submit Button

The submit button is configured as a form element with a button action of "Forgot Password."

  1. Select a cell
  2. Select Cell Content > Form Element > Button
  3. Specify the button text (e.g., "SUBMIT")
  4. For the Button Action select Forgot Password
  5. Click SET FIELD
Tip
Tip To edit a form element double click the cell.

A form displays options for a reset password button.

App Config Setting

To use a Forgot Password Layout:

  1. Click EDIT CONFIG
  2. Go to the ALL tab and search for "Forgot"
  3. Select the Forgot Password Layout from the dropdown
  4. Click SAVE

To use a mobile site for the forgot password workflow:

  1. Click EDIT CONFIG
  2. Go to the ALL tab and search for "Forgot"
  3. Enter the Forgot Password Url
  4. Click SAVE

Forgot Password Deeplink

The forgot password workflow can be launched from a hamburger menu or layout. The deeplink's behavior depends on whether a Forgot Password Layout or URL is assigned to the app config. In the deeplink picker select Deeplink Type > Account > Forgot Password