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Email Based Login FAQ

What is an email based login?

Email Based Login means Databank users log into their Databank using their own email and password. This means that every Databank user in your organization should have an individual login.

Since everyone logs in with their own email address and password, most clients will need to create more user accounts. If you have access to more than one Databank, you will use your same email-based login to access those different user accounts.

 thedatabank now allows unlimited user accounts, at no extra charge.

 

How is it different from what I was doing before?

Traditionally, users logged into your Databank with a user name and password. Now users log in with an email and password.

Because thedatabank used to charge extra if you had more than five user accounts, people often shared the same user account. Now that you can have unlimited user accounts at no extra cost, everyone can have their own user account.  There's no need to share. 

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 New Email Based Login Window

 

Using Social Logins

Linked accounts are a way for you to log in to your Databank using your social network identity instead of your Databank email address and password. 

Your Databank supports using the following social network logins as substitutes for your Databank account:  Facebook, Twitter, LinkedIn, and Google. 

In effect, we're saying that if these networks believe you are who you say you are, then we will too!  This means you have one less password to remember (though you should always keep your Databank password and store it in a safe place).

The process for linking your Facebook, Google, and LinkedIn accounts are very similar so let's start with them:

 

Click the Facebook icon on your Login page.

 

Give Facebook permission to share your email address with your Databank.

 

You should now be able to log in with your Facebook account!
Google and LinkedIn are a similar process.

Twitter, however, is a little trickier - it doesn't share its members' email addresses with other applications. This means you have to manually authorize the linking of your Twitter account with your Databank.

 

Twitter

Click the Twitter icon.

 

Copy the required code.

 

Log into your Databank with your email address and Datbank password. This confirms your identity.

 

1. Click on the profile icon at the top right corner of the Databank title bar.

2. Click the "My Profile" button. This brings you to the Edit User Profile page.

 

Type in the code and click Link and Submit.

You have now linked your social account!  The social network is added to the list of linked social accounts after you refresh the page.

Why did this change happen?

There are a number of reasons that switching to an email based login is an improvement:

  • Greater accountability in your Databank
  • Simpler password resets managed by each user
  • Increased security with managed password updates 

 

We strongly encourage you to add as many user accounts as you need, so that everyone has their own user name and password.

 

When did this change happening?

This change was scheduled for Memorial Day weekend: May 26, 2017.

 

Are there any actions I need to take?

Create new logins for everyone who uses your Databank. Create as many as you need. You can create a new user account by selecting Users in the Setup menu. Clicking the PLUS icon will create a new user account.

Please note that you must have Administrative privileges to add new user accounts.

To make it easier to add new user accounts, we have added a new Duplicate button which lets you copy permissions when creating a new user. If you have multiple staff members or volunteers that need the same or similar permissions, Duplicate reduces or eliminates the data entry time spent setting permissions.

If you already have a user account for each person who uses your Databank, you're good to go! You may wish to check that every user account has its own email address.

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 New Duplicate Button

  

How do I find out what email address is currently attached to my Databank user account?

You can find that by clicking the User Profile icon in the upper right corner of your Databank. This opens up a profile management dialog box.

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 User Profile

 

What if I need to change my password?

Your individual password can be changed by clicking the My Profile button in the profile management dialog box.

 

What do I do if I shared a login with somebody else?

Create as many new user accounts as you need for each user to have their own individual account.

 

What if I have multiple user accounts I log into?

This is an especially good question for clients whose Databanks are made up of multiple organizations.  Create a user account for each organization you log into, and use your email address in each one.  After the switch to email-based login, you'll log in once, and then be able to switch to any user account that has your email address, without having to log out!

 
 
How do I log into my temporary databases?

After the switch to email-based login, you don't need to log into temporary databases, you simply switch to them.  However, a significant change is that you'll need Administrative privileges to have access to temporary accounts.

 
 
What do you mean by "switching accounts?"  How will I do that?

After the switch to email-based login, you'll log in once and then you'll be able to "switch" to any account that has your email address.  Plus, if you have administrative rights, you'll be able to switch to temporary databases.

 

To switch accounts, you'll click on your profile link on the top right of the title bar.  If there are other accounts you can switch to, you'll see a drop down.  Simply click on the account you want to switch to. 

 

Will I be charged extra for creating a new user account?

You will not be charged for creating new user accounts. Previously, the maximum number of user accounts included with the Databank was five. Going forward with this change, the limit on user accounts has been eliminated. Having each user able to have their own account helps ensure greater security, accountability, and reliability in your Databank.

 

How do I delete a user account if a staff member leaves the organization?

Any logged in user with administrative access can add or delete users by editing the user in the User management menu.

 

Who can I contact if I still have questions?

If you have any questions about this, or about anything else in your Databank, you can send a Support Request. Within your Databank, go to Help drop down menu and select Support Request. You can also email clientsupport@thedatabank.com.

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