What Are Secure Links?
Secure Links are temporary working links that allow access to GUIDEcx projects and tasks. When a customer receives a GUIDEcx email with a link to a project or task, they will be able to access these without a username or password.
To ensure secure and reliable access, GUIDEcx uses one-time email verification codes (every 2 weeks) to authenticate users and grant link access.
Benefits of Secure Links
Reduces friction for customers wanting to access their GUIDEcx onboarding project.
Users don’t have to register or log in to GUIDEcx
No need for the customer to remember a username or password.
Better experience for customers. Traditional tools require a sign-in, however, that is not the case with GUIDEcx.
How Do Secure Links Work?
Setup
By default Secure Links are turned on, but there is a setting Admins can turn it off if they prefer.
Navigate to Company Details
Settings
Scroll down to the Authentication Section
Toggle Secure Link Log In on/off
Note: If you turn this off, then customers and third-party members will be required to create an account and log in.
Invite Customers
The second step is to invite customers to their onboarding project. When you add them to their GUIDEcx project, this is what happens:
1. The customer receives an email with secure links embedded in various buttons and links. When a customer clicks on a link, they will be immediately directed to the project if they verified their email within the last 2 weeks. If they haven't verified their email (or it has been > 2 weeks), they will land on a login screen asking for their email address.
2. Once the email is entered, the screen will update with your company branding and a message prompting customers to check their email for a one-time verification code. The code will expire in 15 minutes.
3. Customers then enter the code on the login page and click "sign in" to access their project or task.
FAQs
Why does it show that my customer hasn't accepted their invite?
Why does it show that my customer hasn't accepted their invite?
The project team will show that a user has NOT accepted the invite unless they register their user. If you are utilizing secure links or the customer is interacting with the project via email they do not need to register their user.
Are attachments links also secure links?
Are attachments links also secure links?
No.
If you are sending a task assignment email or note with an attachment in it, it will give a direct link to the attachment. However, that link is NOT a secure link, so if the user has not clicked on a different link in the email (such as project link, the "view attachments", or view notes, etc) first, or doesn't have a cookie in their browser from a previous access, they will get an access error.
A user must first be signed into GUIDEcx via secure link or regular sign in in order to access an attachment via the attachment link in the GUIDEcx emails.
How can I send a convenient link to the customer for their project which will allow them to access the project without having to log in?
How can I send a convenient link to the customer for their project which will allow them to access the project without having to log in?
Anytime you @mention the customer in the project notes or whenever they get a task assignment email there's a link in those emails that allows the customer to access their project without logging in. However, if you send them the URL to their project and if they've accessed the project within 2 weeks they will not need to log in!
Do Secure Links Expire?
Do Secure Links Expire?
Customers can access secure links for 2 weeks once authenticated. After 2 weeks have passed, customers will receive a new one-time verification code via email to enter when accessing a project or task link.
Do Secure Links use cookies?
Do Secure Links use cookies?
Yes. When a secure link is used, there is a cookie placed in the customer's browser that is good for 2 weeks!
Can my customers still create an account if they would like to?
Can my customers still create an account if they would like to?
Yes! A user who has only been using Secure Links and hasn’t registered for GUIDEcx can still add a password to and update their GUIDEcx account.
To do this:
Click the secure link in the email. This will take you into GUIDEcx.
On the left-hand side, click the 3 "dots" located next to GUIDEcx font.
Click “Profile Settings”.
A page will come up that allows you to customize your experience by adding additional details, (such as a profile picture) creating or updating a password, and customize notifications received.