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Configuring Application Tracker Security Settings

<<Your App Tracker Site URL>>/AppTrackerLanding?id={!Contact.Id}

To prevent unauthorized users from manipulating the above URL to access Personal Information for other applicants, an additional layer of security can be added using Access KeysAn access key is a contact-specific key merged into the URL. When the Contact ID and Access Key match, users will gain access to the Application Tracker site; otherwise, they will be denied access.

For more detailed information on creating access keys for Contacts, please see Using Access Keys.

How to Setup Access Keys

  1. Navigate to Setup and search for Custom Settings.
  2. Click "Manage" next to Access Key Settings.
  3. Click "Edit" next to App Tracker.

The following settings are available for Access Keys:

  • Name: The setting must be named "App Tracker" for the packaged code to run.
  • Require Access Key: If checked, an access key is required to access the App Tracker site.
  • Allow Email: If checked, applicants who arrive at the App Tracker without an access key, or an incorrect key, will be offered the opportunity to request an email with an updated link. The email will be sent to the address on record for the contact whose ID is in the URL.
  • Contact Information: Help text appears when applicants receive an "authorization error." Help text will read: "If you need assistance, please contact <<your text inserted here>>." 
  • Access Key Request Email Template:  The email template is sent to applicants when a new app tracker link is requested. A system-generated email sends by default but can be customized by entering the Template Unique Name in this field. 

 

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