Table of Contents
Episode Summary
Member Logins are coming to WebTrac! Starting with release 3.1.10.27.00 in November, primary WebTrac account holders will be able to invite members of their household to create their own unique WebTrac login. Join us this Thursday, 10/19/23 at 2pm Eastern, for a discussion around why this change is coming and what it means for your patron experience with WebTrac now and in the future.
Recording
Transcript
Zach Malloch 0:00
Hi and welcome to RecChat. Joining me today, Bret Alarcon and Mr. Dave Ball with a very exciting topic to discuss member logins for WebTrac. Now, before we get into that, I would like to remind everybody that we have the QA section down below, that's a great place to ask questions to make sure that we are able to respond to all of them each and every one. And if you just have a side comment, we can use the chat and we'll both Bret and I will try to pay attention to that. While Dave is showing us all about the changes coming with WebTrac. Member logins. Dave, how you doing today?
Dave Ball 0:44
Oh, spectacular, Zach, how are you?
Zach Malloch 0:46
I'm really good. Glad to hear that you're spectacular.
Dave Ball 0:48
Yep. And we're gonna be talking about this pretty cool change we got coming. It's pretty big, too. You know, in general, not for you all. But for us. I've been a been at Vermont Systems for like 23 years in November. And it's always been household based logins and Rec and WebTrac. And so that's going to change in November. with the, with the 2627, release, 2627 727 release. Yeah, that's right. Yeah, losing track, it's getting pretty big, the numbers. Um, so here, we are gonna go through what's going to happen for you, ultimately, for you, the user, you won't really see, to start, you won't necessarily have anything to do, which is good news. But I will show you what the changes are. And so the concept here is family member logins versus household login. So previously, one household so you know, parental unit number one, number two, kid 12345, whatever, they could only have one login to get into WebTrac. An in the 27 release, that's going to change where everybody in that household can have their own unique logins. And so that's what it is. And in, so in the initial rollout of this feature, again, no extra work on your side, for your new customers, they won't actually see necessarily any difference. logging in, they will still, it will automatically, the post update step will automatically change their current logins to be linked to the primary guardian of that household, whoever that is. Which is, you know, that's, that's good, but but once they log in, they will be able to make some changes if they want. So that's a post update step that will run and, and again, there's no extra setup on your end, you can let your customers know about this as you feel the need to and as you want. And I'm sure they will also discover it. So, and the other thing to notice that we're not forcing anybody to change their passwords or usernames, at this time. So everything they had before they'll have now. But they will have that ability. But we're not it's not a requirement of this rollout. And the other important thing to know is that this option isn't something that you can turn off, it is just the way it's going to be going forward. So I just want to put that out there. In case that question pops up. So and the advantages to having each member having a unique login credentials. No shared credentials is that is one of the main ones, right? It's a security risk to have people, you know, sharing passwords and sharing login information, you know, across multiple people. Now, they don't have to do that. They can each have their own login. So that that is certainly one of the main reasons we're doing it. Another advantage to this is that for future WebTrac iterations, we'll be able to now that a person is logging and we'll be able to kind of focus on that person going forward for things that we you know, any enhancements we make, if it makes sense to do that we can we can do that going forward. And I will show you one example of that where we've already done that coming up. So another thing that will be important is that two members of one household can be logged in at the same time and have their own shopping carts and process their own transactions and it previously, like I've seen on, on, on registrations where, you know, families are are in, you know, this Tizzy and they steal each other's logins. I'm sure you've noticed that before. And big because they could only have one, when they would log in and somebody else is already logged in it would say, Oh, you're gonna take this over? Are you sure you want to do that? And then the other person might take it back. But that would
Zach Malloch 5:17
When dad's at home trying to register mom's there just to cover their bases, but it's actually slowing down the whole process.
Dave Ball 5:28
Right, right. Right. Yes. So anyway, that is now possible. And so what that means is, you know, somebody could be signing somebody in the family up for swim lessons, at the same time, when the child is producing a barcode to swipe in to get into wherever they need to get in, you know, with their pass. So, and, you know, currently, people in households, members in RecTrac, can be can be members of more than one household currently. And so, the nice thing about this is their one login, will get them into whichever household they need to get into at that point. And it would depend on what access they have to that households. But I will show you an example of that too, coming up. And the last and one of the more important things on this, for the advantages here is that there's there's an app coming the WebTrac app. And that that was the requirement that people need to have their own individual logins for this to work and more information. Really good information will be coming out on that. And that on the very next RecChat. Yeah, November 2,
Zach Malloch 7:05
yep, exactly.
Dave Ball 7:06
November 2. So stay tuned. Okay. And so I would just wanted to go over a couple other in, I'm going to show you all these things in a second. Some other enhancements that were made during this process. One thing that I really like is that user accounts, it's up to you it's a it's a parameter on the static parameter Profile, is user accounts will automatically unlock now at this point, so and it's going to default to 10 minutes, which means you won't necessarily have to unlock people, you can still but you don't necessarily have to, it will just auto unlock and in 10 minutes unless you want that feature to be like three hours or something, you can set it to that. And then the the other thing I'll show you in a minute is that the my registrations page will open to the person logged in. So I'm now going to show you these things. And we're going to start in RecTrac. And the changes that are coming in RecTrac. So the changes here are household management is where you're going to see them. And finally, I will forgot the last name to the people who have this, this household. So hit change on this household. And everything in here is relatively the same. But the web Details Button is here. And this used to bring you just to the individual households login information. And when you Click it now, what you see is all of the people in the household. And you see, when they were last logged in their permissions on the site as far as what they can do for their household. It's basically currently the current permission is either account management or not. And whether or not so some of these people haven't been invited at all and two people in this household have. So what you can do in here is, I mean, one thing you might notice right away is you don't see their web Username or and you cannot change their password. That is a security thing that we had to do. Only the user can change their passwords going forward. And what you can do from here, though, is, you know, you can send an invite, you can change permissions, if if the person doesn't have any access, the little options down here change as you that you highlight somebody so this person has account management and their IR active so I can change their permissions I can revoke their access right here. And then under this more I can end any open sessions they have, I can email their user name to them. And I can send a password reset. So that's that's the way you can handle password resets going forward, you won't be changing their passwords they will have to. So that is, let me see if I have RecTrac Send us changes. Sometimes, yeah, so those are the things that you are able to do in RecTrac. Currently, and again, it depends on what the user if they've already set up their web Username or not. So this person has no access. So I can send them an invite. And I can, I can change the permissions to give them account management if I wanted, but usually, you probably would leave that up to the household itself to determine who gets that. Anyway, so when you send this invite, they will get an email, you know, to whatever email is here inviting them to set up their web Username and account. So that is RecTrac. And to show you what it is on WebTrac. So now I will, I'm going to first log in as somebody who does not have any account management access
Dave Ball 11:28
there's not a huge difference at all. The main differences up here you see the name of the person logged in, and the last name of the household, they're logged in for. And then under here is where you will see the difference, right. So this person does not have account management access. So they do not see a another menu item here that says account management. What this person can do while they're logged in, or, you know, they can certainly sign up for things currently and do all the things that they purchase wise that they could do before. And but for their account, what they can do is simply just give it a second to load, they can change their Username, their email associated with the account, they can unsubscribe or subscribe. So opting in and, and then they can, they can certainly change their account password to if they need to. So that's what a person with limited access would see. Me login as somebody as so this person I'm going to log in now, as is generally what I would consider an organization. So like, you know, the place people works, where they have, they have, you know, passes for their employees that they've set up. And a bunch of people from other households that are in there, that that are part of their household, but not really you know, it's it's an organization household. So this is the the main person who attends Demo account management. So when they log in, they can do that same thing that the last person could do, they could change their personal account settings, but in account management, that is where they will see this new Screen. And all this is all of the people in their household. And just FYI, the order of this is not correct, we are changing this right, as we speak. So that will be changed, like this is the primary guardian in there all the way down here. But that's not the way it's going to look in the end. So what they can do in here, or their members is they can revoke access, just like you could on a new RecTrac they can give somebody account management, and they can invite people. And that is what somebody with account manager will look like in the household update. Household update process moved to the Screen as well. So if you have account management access, you can change your household member details to by clicking this Button. And you just see, you know, general information over here on the household, but they can so the account managers can see you know, everything that's going on who's logging in what's happening and whether or not the people even have access. Over here you see the email associated to the person and there's a little checkmark if they've been verified if they have verified their email and there is no everybody in here has been verified. Oh, darn it. So if there are some people that aren't verified, maybe the next household has some, they would have an underline here and you could send it resend a verification email to them. And so that's that. And then the final one I wanted to show you is what somebody will, what the experience will be for somebody who's in multiple households, and has access to both of them, or as many as they, you know, have access to, there can be three or four, whatever. Oops, I keep hitting sign in. That's embarrassing. Okay.
Dave Ball 15:41
Okay, can't type, sorry, people. Okay, so I'm gonna log in. And so instead of making it to the Screen, I now have to choose what household I'm doing this for. So this is my main household, and this is that organization household that I belong to. Right? So I need to choose which one I'm doing. Business for, I guess, you want to call it? If I log in, as me, and not me, but my household. I still have account management. And I'm gonna just see in here, no, everybody here is verified. Must have done that yesterday on a whim. Yeah, so I just wanted to see if that was different, it's not. But I did want to show you this under my memberships, I'm logged in as me. And what, previously what popped up, I'll show you, I'll just Click this all household memberships. Previously, what popped up is you, you'd have the person's barcode, but you wouldn't know what pass it was for. And then you'd have this and you'd have to choose it but and I choose my memberships. When I choose my memberships, now instead, it opens up to this, the person that you're logged in has, and that produces their barcode and gives you their pass details. So that's an example of us, being able to now cater the screens to the individual logged in. And I'm going to log in as the other house old if you just give me one second to show you. Because that that was the one person who has account management in their own household, but it's just a member of doing that. Just a member of another household. And hi, did. It had to happen once.
Dave Ball 16:47
It adds 50% More typos, Dave? No, that's not I found for myself at least.
Dave Ball 18:17
Especially typos where you can't see what you're typing. Okay, so now, if I chose this household instead Oh, sorry. Here, I don't have that account management option under this household because I'm just a member of that household. And that has not been granted to me. So those are the things I needed to show you. I can show you one other thing. And I'm sure there's going to be questions. So we gotta get to those.
Zach Malloch 19:02
You already. Yeah.
Dave Ball 19:03
So let me just show you this one other thing. And that's the so when you go to Profile assignments or static parameters as and as soon as that opens up, here's the new setting. For WebTrac WebTrac password settings. Unlock user after X minutes. It defaults to 10. So if that's what you want, you don't have to change a thing. So there that is. Okay, now we can open it up.
Zach Malloch 19:40
Okay, well, we've got a few things some will be very quick. In some are a little bit more complicated. But just to confirm, if Dad is signing up and mom is signing up a kid and both go to pay at the same time. Well the kid get enrolled twice.
Dave Ball 19:55
No, they will not.
Zach Malloch 19:57
So you can't
Dave Ball 19:58
Absolutely not. Yeah, no. So They, they won't be added to the whoever enrolls them first would get them in.
Zach Malloch 20:06
Right, right. message saying this person has already,
Dave Ball 20:09
yes, they wouldn't get to the payment Screen. Even they would get an error before that. Yeah.
Zach Malloch 20:16
All right. What if we've locked someone out so they can't use WebTrac? I'm assuming Anita, that you're curious if you can lock one individual out without other individuals. Otherwise, I think Dave, just showing us in the static parameter Profile that you can set the auto lockout, that's with somebody's putting in their password too many times and it locks them out of WebTrac, it will automatically unlock them. But in web member details, I think we can set turn it on and or we could have set it to say that they are locked out of WebTrac.
Dave Ball 20:48
Yeah, you can. So this is RecTrac. And this is the web details for a household and you have the ability to revoke access now. If you, you would have to revoke probably everybody's access or possibly change their permissions to not have account management. In order to get back. The household could probably just give themselves that ability back if they have access to account management. So yeah, but you can you can revoke their access. I didn't know that was a concern. But let me know if there's more of a concern than just knowing that information, or if I'm not answering your question.
Zach Malloch 21:37
All right, I need to if, if you use it outside of what we just talked about, just give us another question, we'll come back to it. Carolina is saying that we only allow a parent or legal guardian to enroll a child in a program and sometimes they have adult non guardians in the household as well. Will that person be able to enroll other members, ie the children by having their own login, this will create a major, major issue for us since a non parent non Guardian is not authorized to sign waivers or enroll in programs. The first thing I'll say for that is your only protection for that right now is assuming that the people in your households are not sharing login credentials. Otherwise, there's no distinction between the mother or father doing the signing up or the other parent or the other non adult or non Guardian adults who don't have their login information. So I'm guarantee that you're not having that happen right now, I don't know that this really, like we don't have individual permissions as far as like who's allowed to enroll, which members in a household? Do we do
Dave Ball 22:40
know that. But that being said, that is something we talked about, and we did not do it for MVP. So minimum viable product, then we wanted to get this out there first, because as Zach said, currently, that is a problem, because you don't actually know who is logging in during the passwords now. Because they're sharing passwords. Yes, they do have you cannot guarantee that that is the parent signing them up.
Zach Malloch 23:09
And semi related. How does this affect refunds? If you do a refund finances that go to the primary or does it go to whoever enrolled or paid? Like, does it show a distinction as far as
Dave Ball 23:20
should not.
Zach Malloch 23:20
Which member was logged into the household when the enrollment was happened? Like on the receipt?
Dave Ball 23:26
On the receipt? No, we are tracking it, though. I don't think on the receipt that's been added as far as what user It was no, but we are reinvested behind the scenes. We're tracking it for a future who it is that is logged in. But the whole refund was it was it refund now refund. Refund finance. It doesn't. The whole process hasn't changed at all.
Zach Malloch 23:54
So you still have the option of sending it to the primary address reform when you're doing it. Yeah.
Dave Ball 23:59
Yeah.
Zach Malloch 24:01
If somebody creates a new household online, will they have the opportunity to create a personalized unity Username and password without having to be invited?
Dave Ball 24:10
Yes. It depends on your to theirs to the bachelors right you can do bachelor live, but either way they can. They can make their own Username right way like they add household Screen hasn't changed. In that regard. They get to make their first web Username, you know. But you know, they can't use it. If they're batch they can't use it until you approve them anyway. And once they're approved, they'll get the welcome email and can use it but either way they get to set it up still.
Zach Malloch 24:47
Alright. So Christina is asking if this is an automatic with a version update and it is automatic. However, the changes are not preparing for the changes is there. But actually in the enabling any other logins besides the primary will not have to happen automatically. Is that correct? Yeah. All right, so. So then Christina's question is, do all family members default to no access? And will it be necessary to go ahead and assign users as requested? So yes,
Dave Ball 25:15
well, the household will be able to do that to themselves, they can do it themselves. You don't have to do that. This is what it will look like. Not Not this. But like, if everyone here was no access, this is the primary guardian. After the update, this is what it will look like they will all say no access. It'll be an order. But they've all say no access, and this person, whoever this is, will have account management.
Zach Malloch 25:46
And then they kind of relates a little bit. So Giovanni is asking, Will something be sent out to account holders automatically to notify them of this change for hosted customers? If not, could something be sent with a sent to us with language that we can use to notify our patrons?
Dave Ball 26:02
Yeah, we talked about that just yesterday. It's not as part of this initial release, but it it might be, it's kind of a gradual thing. We don't have anything yet that is going to be automatically notified, like we discussed putting something on, you know, the splash page or something or some sort of notification when you do log in, it's just there's so many ways to get to this area, like somebody could be adding something to their cart, as a daily guest, and then they are forced to log in, and then they do log in, and then instead of adding it to the cart, they're hit with this thing. You know, it was it was too much to figure out at this point, what we wanted to do with that. So it's kind of a sort of a quiet change currently. Like for them, they just have no difference in what they experienced before. And you can you can certainly message that out as you want. Or if you need something from us, we can certainly give me a second here, right.
Zach Malloch 27:08
In other than that, I think is just the release notes. We send those out whenever we we update. So anybody that's in hosted, if you're one of the main contacts as the RecTrac user, you'll get that. And it will have the details of this change. But yeah, we're not going to communicate to any of your customers directly. Right now. So let's see, where were we? So I think this is the same question or the same thing right now. But is there Megan is curious if there's an option to inactivate, an individual from WebTrac? The example would be somebody passed away, but still listed in the household. We know that that's kind of come up many times in the past and various forms. I was wondering if it's been dressed here at all? It seems like we can remote access.
Dave Ball 27:57
Revoke Access. Yes.
Zach Malloch 27:59
But we couldn't like make it so a name doesn't show up in the household listing anymore from this interface.
Dave Ball 28:06
In here, oh,
Zach Malloch 28:08
you're not I guess they use
Dave Ball 28:10
look to see if if people who if if this person is inactive, I did not see if they don't show up? That's a good question.
Zach Malloch 28:18
I think Megan's question is a little bit more like, Can the account holders themselves potentially inactivate. Members? If they if there's been a divorce?
Dave Ball 28:28
It depends on your your household update Screen? I do it is that I do not know the answer to this. Can you put record status on the household? Member update Screen?
Zach Malloch 28:39
You can from WebTrac? Yeah. I can try to do it real quick in the background here, but we
Dave Ball 28:49
don't know the answer to that. Yeah.
Zach Malloch 28:53
That's okay. So we'll keep that on there. I'll come back to that. So every person has to have their own email address to hand
Dave Ball 29:02
over to Well, yes. And no, it's not currently a requirement. But in order to get an invite. Yeah. Other Yeah, they will. I mean, but, I mean, they're a person, right? They, they have, they can't share email with someone else, right. It's unique.
Zach Malloch 29:23
I mean, technically, if you're not following best practices, and you're sharing,
Dave Ball 29:29
right.
Zach Malloch 29:34
Jason is asking if the opt in for email also accounts for SMS text. But, so when
Dave Ball 29:43
I'm not sure I understand.
Zach Malloch 29:45
So when you when you had somebody that was basically so Oh,
Dave Ball 29:49
no. Okay. Yeah, I know. Yep. Does this Okay, yeah. Let me get to it. That's a good question. Okay, just go to Account Settings. Right here, right. All right, there was the this is this has nothing to do with opting in for SMS. SMS has its own monster. Okay. This is for emails later, Jason.
Zach Malloch 30:12
Let's see, Bo is asking if you could provide dates or a preview period in Demo before prior to implementation Bo, I guess. We don't really have a test environment that we generally set up for on premise customers. As far as dates, do we have a release date for 27. Yet, Dave? November?
Dave Ball 30:36
What's the second Tuesday in November? Roughly then? Nine. Now, but both are? Are they is montgomery UHT or no?
Zach Malloch 30:49
That's a good question. I'm not sure is
Dave Ball 30:50
a UA T environment. Not not aware of what customers are in that.
Dave Ball 30:56
Right.
Dave Ball 30:59
That is that is an environment where they test before we release, it's we put it out there as soon as we make the release and people are able to test.
Zach Malloch 31:13
Cari is asking if primary and secondary guardians have access to account management by default? I would assume no, it's just going to be the primary guardian. And then yes, to as many other people as they want to
Dave Ball 31:26
Right? Again, I can't stress this enough with this is basically what it will look like. The three members of the household will have no access, and the primary Guardian will have access. The way it's going to transition.
Zach Malloch 31:46
So Jamie is asking for multi household login. So a household that does have multiple logins, can you switch while logged in? Or do you need to log out and back in?
Dave Ball 31:55
Yeah, yeah, it's
Zach Malloch 31:56
like you're losing what's in the shopping cart? If you log all the way out? And
Dave Ball 32:00
oh, yeah, well, you would have to currently, I think, either way, even if we, even if we come up with a way to like, say, This person can drop this down and say switch households, right here. We would need to come up with a way to transfer all that stuff to the new household. If we did that. But currently, currently, you have to log out we did talk about that. It's just not part of the initial release of this feature.
Zach Malloch 32:30
Okay. And actually, Anita is saying that she's never seen the bar code before. Is that new? Is it four passes? And the answer gets? No, it's not new. It's definitely been there for a while. It's under My Account. And then under, was it
Dave Ball 32:47
My membership? I have it highlighted?
Zach Malloch 32:51
Yes, yeah, memberships under reprint, and then any membership you Click on it will show the barcode for that membership. So you might not have that you may have turned off that that option A while ago, potentially, if you don't see it under reprint my memberships. But yeah, everybody should get there. Now, that being said, we haven't had that many people use it because it has to be a mobile web interface, you have to log in and get the barcode. And if you're doing that, while you're in line, it's not super fast. But I believe that the app is going to make that a little bit more streamlined. So it will be more front and center. In that case. And once again, November 2 is going to be we'll be sending out an invite on October 30, or 31st. That will be for November 2, that will be when we talk all about the WebTrac app.
Dave Ball 33:46
That will be an exciting one.
Zach Malloch 33:48
Definitely. And Mr. Bryan Gillilan is joining us for that one. So everybody be excited about that. Let's see. Still have some more. Let me see if I can preview a few of these guys. Erica has a good question. How will this work with merges he emerged to households together and maybe members that were not linked together have a login and each household? I mean, I assume it's basically like you have the option of keeping the two or the from information. If if both exist, it's going to follow the same logic that it currently has.
Dave Ball 34:21
Yes. It should keep the the two
Zach Malloch 34:27
John Meredith is wondering if login with Google or Facebook or you know, login with another account is something that we have considered for the roadmap?
Dave Ball 34:37
I believe so. I believe so. But not part of this.
Zach Malloch 34:43
Not part of this
Dave Ball 34:45
bridge too far. For sure. Yeah. So we couldn't do that until we did this though. Right.
Zach Malloch 34:56
All right. Yeah, I think that's to come back. To some of Dave's points here, like this is minimum viable product, we call it MVP. So it's, it's to get it out in the door, get it into people's hands and get it working in the base level. And then as you guys come back with enhancements and suggestions, we can start changing that. So it's the first step of the evolution of what this will be. So Anita did get back with that question about locking people out. So she says that she we lock people out when they owe us money, and we don't want them purchasing anything else. You can definitely talk to support about this. But I would probably put in a rule or something that just says if you have a household balance, you're not allowed to purchase anything else, that's that would be an automatic way to do it, you don't have to manually go and lock somebody out, you don't have to go in and manually unlock them. And it gives you or you can also just set up your WebTrac payment Profile to require full payment. So they still register for something, but they have to pay all their old balance. And that would just be a real quick fix, where you wouldn't even have to change any rules or anything like that. And either that's just an option, payment Profile linked to your WebTrac user,
Dave Ball 36:06
however Anita, you will be in this household, you could just revoke access for everybody.
Zach Malloch 36:12
Right, then nobody could log in, and then you just re invite them when they are able to come back. Let's see. Yeah, so Caitlin is kind of mirroring the same sort of thing. We lock household accounts for households that are no longer allowed to register on WebTrac. This is important to us. There is you know, there are other ways around that you could get a household feature that says no WebTrac. And then you have a rule just at the your global module that says, disallow households with that feature from registering on the web. So there are certainly other ways of doing that. And maybe easier to do, because that way you can also report on who have or has that particular feature or fee code or you know, there's multiple ways to do it. So if you are interested in locking people out without using the actual lock out of WebTrac Toggle, you know, we can have some options as far as support goes for that.
Zach Malloch 37:09
Let's see. Diana is saying that it's not a login question, Will customers be able to see balances on their account? I think the answer is yes. We're not changing that. But then the second part of your question is saying that we have a customer who says the feature is no longer there. And you have a lot of rentals that she wishes to pay on line. There are different ways that that can be set up and configured. And account history, that's a support case, you should absolutely be able to do that. So if you talk to support, they should be able to get people going for that or get it working for other people. Or for this person specifically that wants to pay their Rental.
Zach Malloch 37:52
Lets See,
Bret Alarcon 37:55
I just have to point this out real quick. John says he agrees with Seth, you're doing great.
Dave Ball 38:01
Job, laugh as I tried to close teams and teams just keeps giving me messages. I don't know if you have
Zach Malloch 38:11
to kill it from the taskbar. Let's see. So for the account that Cassie is saying for the account manager there is that area where you can manage household members add and update Members, is there a way to remove that permission after account creation. We don't allow people to add members unless they even call us to add.
Dave Ball 38:28
I could not be happier that you said that I literally before I went on, I was like whoa, we need to do that I forgot there's some people out there that do not allow household member update right? On the web. So yeah, I look for that I can't guarantee it will be part of MVP. But I'm going to suggest that strongly tomorrow for our team that we could come up with a way to just simply not allow that because I think Previously you would just take away this this this menu item that has a household member update.
Zach Malloch 39:08
I think in Screen design you can turn off the option when it's an existing member so you can let people create new members but not let them edit existing members through Screen design by removing some buttons there. I think what I recall us doing in the past
Dave Ball 39:25
Okay, well that that should still work, whatever that is you're talking about because that so if
Zach Malloch 39:30
if you currently have it set up so that people can't change birthdays on a member that is already entered, they won't be able to now do that because of this change right here. Okay. Let's see.
Zach Malloch 39:50
Anita saying we currently have usernames set to household ID Are you saying that is no longer the case? I don't think you're saying that. You can satisfy
Dave Ball 39:57
that will it will not be The case going forward, but that's not an option anymore. However, the current people who are at the household ID will be just that they will be their household ID.
Zach Malloch 40:13
What are the Username options now just entry email address or
Dave Ball 40:19
people make up their own. Right? We don't, we don't auto create them anymore. They have to make up their
Zach Malloch 40:25
own. That's a change that's happening now.
Dave Ball 40:28
Yes,
Zach Malloch 40:28
previously, it would.
Dave Ball 40:31
Yeah, no, no, we're gonna send the invite. Okay. Yeah, I'm pretty sure on that. I know, we got rid of a lot of those options. I'm relatively certain, we just send out the email to the person to set up their own. Because that is the thing that makes sense because we cannot set their password. And we do not want to set their password. And we do not want people to even have access to the password. So they have to set up their password. So they must set up their own web Username as well.
Zach Malloch 41:12
So no, like
Dave Ball 41:12
I'm sticking to that.
Zach Malloch 41:14
Right now in the web parameter Profile. You have login match one we can choose Username household, the login matches.
Dave Ball 41:20
Yeah, they're gone.
Zach Malloch 41:21
Okay, so it's, it's just a freeform Field, they can fill in whatever they want to from here. Okay. All right. Yeah. Good to discover. I
Dave Ball 41:33
guess I forgot to mention that one.
Zach Malloch 41:35
But I You might have said it Anita caught it. And I missed it, I think. No, I don't think I did. It. See. So, Terrell or Terrell, I apologize if I'm mispronouncing that, how would individuals who have their accounts created in person access WebTrac? If they don't know their Username and password? So they come in, you create the household and RecTrac? Now, how does that person access their web account?
Dave Ball 42:01
They'll get the email based on their email, they will get an email. So they'll get the need to have an email address. Yeah.
Zach Malloch 42:09
Okay. So as long as you create a household with an email address, they will receive only the primary Guardian email, I would assume, will receive a link that says you're invited to create your WebTrac account or activate your WebTrac account. Okay. Lets See, you
Dave Ball 42:26
guys keep 96 97% Certain on that.
Zach Malloch 42:31
Good.
Dave Ball 42:34
8898.
Zach Malloch 42:35
That's even better. Let's even get to 99 in the next few minutes. Currently, we have blocks, email address or phone, but don't allow me to get households for individuals, I assume it's standard now that they can have multiple now they can have many households. So Sandy, it's not many households, it's multiple members in the household or one member could be assigned to belong to multiple households. And she's asking if it will bog down the system seems like a lot of household merges in the system, and how would that work on the household merge? So we kind of talked about the merge the from household, the details on the from record, will overwrite any one of those duplicates on the two record because they're saying the front is more accurate, we're putting them into, you know, a repository household? Or am I am I right?
Dave Ball 43:24
No, no, unless that unless that to household didn't actually have a web Username, record.
Zach Malloch 43:30
Blank, and I feel that it will overwrite it with the information coming to you. Right, but Sandy, if you have a ton of duplicate households, your system is probably already being bogged down a bit. I don't think this is going to change anything or make it any worse. But I would probably recommend, you know, resolving duplicate households and doing those merges for better database hygiene, just in general, outside of this particular situation.
Dave Ball 43:58
I hope Yeah. And I hope that the showing of the person in two households didn't like add some confusion because that is just one person record, they are just linked to two different households.
Zach Malloch 44:10
Yeah, there. It'd be the situation with like a divorced household where the child actually exists in two separate households rather than creating them as an individual record. You create them in the mother's household and then link them to the father's household so it knows that that's actually the same person and in that case, the system can do duplicate household checks and all that sort of stuff. Yeah. Let's see if everyone has no access except primary person then really nothing has changed when this becomes active using a password working on anyone with it will work Yes. So missus, no, you don't have to change anything and to the people who are asking you about like notifying their patrons. You don't even have to let them know that this is an option. As Dave mentioned, there probably be some that go into account management and find out that it's an option there. But yeah, there's there's nothing you have to do to change anything. Ain't once again this is kind of setting the stage for other things that will happen in the future. But there's no requirement to start using multiple household logins.
Dave Ball 45:08
Well, stated Zach
Zach Malloch 45:11
Thank you. Kara is saying or is asking, Will we be able to see people's usernames like we currently can't. So that's No, you're only going to be able to send them and a reset option, basically. So and that's much more secure. That's the way that we typically, I mean, you look at Amazon or, or other things like that, if you don't know your information, you're not necessarily going to get it. Like one Screen, you'd have to receive.
Dave Ball 45:39
And you can't important, you can't look at their password or change their password for them either. Just to reiterate that,
Zach Malloch 45:46
and just saying that also, like I can understand why it is a big customer service thing. It's nice to be able to have like a customer call up and say what's my Username, you can just tell it to him, but it is not very secure. And if you do have people complaining about that you used to be able to just tell him, I think if you
Dave Ball 46:05
Zack, yeah, there is they can still email the Username, right? And they will email they can do that.
Zach Malloch 46:12
So yeah, customer requests for their, their Username would then become you answer by verifying their email address and saying, Well, I'll just I'll shoot you an email right now under that'll have the details for you. And then they'll self service resetting their password, as long as they have their Username through WebTrac.
Dave Ball 46:30
And you can also also send the password reset, you can do that as well, which is the same, it sends that email.
Zach Malloch 46:37
Yeah, man, we keep knocking on the questions you guys keep asking more. Let's go on, let's clear. This one. That one, okay. So Jamie is saying if person A from a household is logged in to pay an outstanding balance they have added to their shopping cart and person B from the same household logs in to do the same with Person B be able to see that person A is working on an item. So they don't wonder why they're outstanding balances don't show in, don't show the item that they're trying to pay that person is in process of paying.
Dave Ball 47:15
It should be that whoever adds that to the cart first, is paying it off, the other person won't be able to add it to the cart, because it's already in the cart. Does that make sense?
Zach Malloch 47:24
guess what they're asking for any notification to say to explain why they don't see it. Other than just assuming Well, somebody else is probably in here paying it off. Not only now on the RecTrac side, we can go into global sales, you can go to the current or in Process tab in global sales. And you can see that somebody else has that item in the cart. But sounds like there's no equivalent right now in WebTrac.
Dave Ball 47:50
Not that I'm aware of. I don't I don't think so. That's my answer. I don't think so.
Zach Malloch 48:00
Joseph has a question about the message center icon he sees at the top and more. Is this going to be a part of the 27 release? Or is it coming later? I
Dave Ball 48:10
honestly have no idea how this got here. I know I don't Brian, you could ask Brian more about I don't know much about the message center.
Zach Malloch 48:20
Yeah. So the different lanes, Joseph. But we are going to have a session about the message center in our symposium that will be the week of November 6. After that, I'm sure that we will have a lot more information and we'll be scheduling other RecChats with that detail. It doesn't sound like you need to know about it. Right in 27. I'm sure that we would have scheduled something for that already.
Dave Ball 48:43
I think I'm gonna go to that.
Zach Malloch 48:45
Heck, yeah. Yeah.
Dave Ball 48:47
Sounds interesting.
Zach Malloch 48:49
Should be great.
Dave Ball 48:50
This was answered the question too, right.
Zach Malloch 48:55
Jeanette is just saying we've always required the Username, be the email address, it sounds like we won't have that requirement any longer. It seems like it'd be optional, or that they can use their email address. You could probably change the label for the Username to say email through Screen design. But it doesn't sound like you're going to be able to require that it is their email address, although we we can't require any require that now that yeah, email is. I remember this being one of the first like when we were first releasing 3.1 is I really thought that we should have email is one of those fields so it just automatically if you update your email address, it also updates your user login that didn't get taken up the six years ago or whenever it was that we released this so yeah, we we've never been able to require the Username be their email address, we can label it so encourages them to use their email address, but it's not actually their email address.
Dave Ball 49:52
We had long, long discussions about making the email address a requirement as the Username and And we just could not for the life of us figure out a good way to do that, because they're not unique at this point. And yeah, so we didn't end up doing that. But yeah, we I don't know how you currently require that. So I'd be interested to find out, especially because it's for her household currently.
Zach Malloch 50:24
Let's see. So Anita is asking on the sign in page, will the Forgotten Username and passwords still be an option?
Dave Ball 50:30
Yes.
Zach Malloch 50:30
I believe I think that hasn't changed. And then, while you're there, Jamie was saying that when you're in the member update Screen, there's a password area near the bottom. When expanded, he was curious if it shows just blanked out, can the user see their password? Or can the user just reset it with the Button?
Dave Ball 50:52
They need to reset it? They can't see it that their password fields that
Zach Malloch 51:00
ever see what your password currently is, you can just get Yeah,
Dave Ball 51:03
I haven't been on a website current, a current website where I can actually see it. But it's frustrating. I think you can do the little thing where you can Click the little eyeball sometimes and see it. I don't know if you can do that. On our website, though. Can you probably is that a that's just a general web thing. And I don't need
Zach Malloch 51:23
I don't I don't remember any expose the password.
Dave Ball 51:27
We don't purposely show the password though. There might be away from Google to show it or you know, whatever browser you're using.
Zach Malloch 51:36
So I think that that gets us basically through the questions. The others, I think just some clarifications on things that we had already talked about. Yeah, so we definitely went a little bit over normally, I would have stopped at 230. Just to like, say thank you to everybody, if anybody did have to drop off completely understand. But thanks for everybody for sticking around and getting this extra information. I'm sure I will be sharing all these questions with Dave afterwards if you're interested in that, Dave, because I think that the as you mentioned, this is kind of the first step for this. And it will have some evolution going and understanding what you guys are questioning and, and also with some of your explanations about why you wanted to be like lockout users, for example. That will be influential in what happens next. Yeah, so keep your eyes open for the invite all about the WebTrac app on November 2. Once again, I'll be sending it out that week. And so don't worry if you don't see it until after that. And thank you all for attending. Thank you, Dave, for all of the information and for the demonstration. And Bret, thanks for being here for support and for assistance, everything as always. This has been recorded we will be posting it, Bret by tomorrow. That's going to be up by then on tomorrow by tomorrow afternoon. So anybody that missed anything or wants to share this with anybody else, you'll be able to find it in our archives on the CULLEN knowledge base. And I think we're ready to go in Bret.
Bret Alarcon 53:04
Thanks, everyone.
Zach Malloch 53:06
Talk to you soon. Bye, everybody.