5Dual-Mode Login

How You Enable Dual-Mode Login

Dual-mode login lets customers create an account on the customer portal and then log in later using PTA even though the external site does not have access to the customer portal password.

The PTA_IGNORE_CONTACT_PASSWORD configuration setting, which is disabled by default, lets you configure a site that accepts both PTA login and the normal customer portal login. It is, therefore, possible for customers to have one password on the external site and another on the customer portal. When PTA_IGNORE_CONTACT_PASSWORD is enabled, the customer portal does not evaluate the customer’s password when the customer logs in with PTA because the external site has already authorized the login.

Note: Encryption is enforced when dual-mode login is enabled, so you must enter a valid encryption method in the PTA_ENCRYPTION_METHOD setting or customers cannot log in and an error page will be displayed.

How You Create an Account with Dual-Mode Login Enabled

Customers can log in to the customer portal directly or from an external site.

When PTA_IGNORE_CONTACT_PASSWORD is enabled, customers who access the customer portal directly can create an account as they normally do. The password they enter is stored in their Oracle Service Cloud contact record. They can then log in to the customer portal with the user name and password they defined.

Customers who enter the customer portal from an external site using PTA can also create an account. However, their password for the external site, which was passed through the page URL with encrypted PTA, is ignored, and the customer’s contact record will have a blank password. Customers can access the customer portal with PTA through the external site, but they will not be able to log in to the customer portal directly until they have completed the account creation process through the customer portal Account Assistance page.

How You Allow Customers to Update Accounts With Dual-Mode Login Enabled

Customers can update an account regardless of whether they access the customer portal directly or from and external site.

When PTA_IGNORE_CONTACT_PASSWORD is enabled, customers who access the customer portal directly can update their account, including changing their password, as they normally do. To access the customer portal in the future, they must log in with their user name and new password. The new password will not affect their ability to log in through an external site with the setting enabled.

Customers who enter the customer portal from an external site using PTA can also update their account. Although their password is ignored when PTA_IGNORE_CONTACT_PASSWORD is enabled, they have been authenticated through their login to the external site. As a result, the customer portal allows them to update their account, including their customer portal password.

Note: The contact fields on the standard Account Settings page are read-only because the allow_external_login_updates attribute of those input widgets defaults to false. If you want to let customers edit these fields, you must edit the input widgets to set the attribute to true. Regardless of the attribute’s setting in the Username field, customers cannot change this field when PTA is enabled. See Allow Customers to Edit Fields on the Account Settings Page.