To create a new security rule, navigate to Documents > Settings > Security Rules and select Add.

This article will cover the security rule Reader Login.

This type of rule is a more sophisticated login feature, which requires the user to register and verify their email address as well as specify their own password.  As a result, they log in using a 'reader account'.

The email addresses that the reader uses will be fed directly into the analytics for your document.

To set up reader login:

Reader login required
Tick this checkbox to enable the reader login and configure the settings below.

Remember email address
PageTiger is able to remember a reader’s email address for future visits. 

  • Not Shown: the reader does not have the option to remember their email address.
  • Shown: the reader has the option to remember their email address.
  • Shown and ticked by default:  the reader has the option to remember their email address and it is ticked by default.

Show cover
Tick this option to include a preview thumbnail of the document cover in the login popup.

Help text
Include help text to provide relevant instructions to the reader. Default text is provided but can be amended to add your own message.

Restrict by email address
This feature can be used to grant access to a list of specific email addresses and/or a list of email addresses belonging to specific domain names.

For example, if john.doe@gmail.com was added, then only a reader logged in with this email address would be granted access. 

Alternatively, if *@gmail.com was added, then any reader logged in with a @gmail.com email address would be granted access.

To add an email or email domain, enter it into the New email address field and select the Add button.

The below example is set to allow sue.smith@mycompany.com and anyone using an @abcinvest.com email address access.

Deny by email address
This feature can be used to deny access to a list of specific email addresses and/or a list of email addresses belonging to specific domain names.

For example, if john.doe@gmail.com was added, then they would not be granted access.. 

Alternatively, if *@gmail.com was added, then any reader a @gmail.com email address would be denied.

To add an email or email domain, enter it into the New email address field and select the Add button.

Reader login accounts
The below example shows the reader login popup.

When your readers click the link to your document they will be present with the above pop-up box.

If they have not yet created an account they can do so by clicking the Register tab. From here they enter their email address and tick the Accept privacy notice box.

Once this has been completed they will receive an automatic email notification with a link to click to create their password.

When they log in they can enter their email address and password.

If they forget their password they can generate a password reset link by clicking 'I have forgotten my password'.

If they do not receive their reader login email within a few minutes it could be due to their email server blocking the email.

Session Timeout warning

For security protected documents, a reader will be logged out after 60 minutes of inactivity. After 58 minutes of inactivity the user will be shown a popup message with a countdown indicating that their session will time out in 2 mins. If they click the continue button their session will stay active for another 60 mins. If they do not, once the countdown reaches 0 they will be logged out and shown a message with a button to login again.

Helpful links

Other articles in the ‘Security Rules’ series

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