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TomCadmanUoS
Level: Powered On

Require Email Confirmation - Prevent Portal Access until Email Confirmation

Hi 

We are using Portals and have enabled the Require Email Confirmation settings with Emails being sent  etc. However, we want users to have confirmed their emails prior to accessing any of the Portal Contents (e.g. Applications, Cases etc). This was originally available with ADX v7 BUT has anyone managed to resolve for D365 / PowerApp Portals.

 

Note: Options we are considering are:

1. Custom Registration Page that then triggers workflow to send out an One Time invitation code (Workflow set the Contact Email Confirmed to Yes). We turn off OPen Registration

2. Move to External Authentication provider model

3. Add LOgic to our New Application / Cases to check if the User's email has been confirmed before they can complete an application.

4. Wait for Microsoft to add this feature (......no sign of it on a roadmap??)

3 REPLIES 3
Community Support Team
Community Support Team

Re: Require Email Confirmation - Prevent Portal Access until Email Confirmation

Hi @TomCadmanUoS ,

Do you want to give users permission of portal by sending email?
Actually, it is possible.

Currently, portal has two kinds of portal authentication: Local authentication and External authentication.

Both local and external account registration can use invitation codes for sign up, as well as the email confirmation workflow. In addition, portal administrators may choose to enable or disable any combination of authentication options through portal site settings.

Here's the steps about how to send an email confirmation to a contact:

  1. Customize the email in the workflow as necessary.
  2. The user submits a new email, which is in an unconfirmed state.
  3. The user checks email for confirmation.
  4. Process: Send email confirmation to contact
  5. Customize the confirmation email.
  6. The user clicks the confirmation link to complete the confirmation process.

Here are the related docs about it for your reference:

https://docs.microsoft.com/en-us/powerapps/maker/portals/configure/invite-contacts

https://docs.microsoft.com/en-us/powerapps/maker/portals/configure/configure-portal-authentication

https://docs.microsoft.com/en-us/powerapps/maker/portals/configure/set-authentication-identity

 

 

Best regards,

 

Community Support Team _ Phoebe Liu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
Ashish2012
Level 8

Re: Require Email Confirmation - Prevent Portal Access until Email Confirmation

Using Invitation code way you can achieve this same as with Dynamics 365 Portals. 

 

https://docs.microsoft.com/en-us/powerapps/maker/portals/configure/invite-contacts

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Power Apps Staff dileeps
Power Apps Staff

Re: Require Email Confirmation - Prevent Portal Access until Email Confirmation

Basically when user confirms an email, there is a field on contact record called "Email Confirmed" which gets flagged. The way to structure this would be to not to assign them any webrole till that field is enabled, and when the field is modified, assign the webrole using a sync workflow. 

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