Table of Contents


Organization Settings: Security Tab

The Security tab sets portal-wide session, password and account-communication defaults. Go to Setup > Manage > Organization Settings and open the Security tab.


General Settings

FieldNotes
Session TimeoutHow long users stay logged in before the server ends the session.
Cookie PolicyPrivate is recommended for highest security. Shared relaxes the rules and allows Magentrix pages to be placed in an iframe on other websites.
Enable Maintenance ModePuts the portal into maintenance mode. See the warning below.
Under Maintenance MessageThe message shown to users while maintenance mode is on.
File Upload Allowed ExtensionsA list of accepted file types. Type an extension and press Enter to add it.
Re-Enable User Upon LoginHost only. Administrators do not see this field.

Maintenance mode logs everyone out. Enabling it terminates all user sessions and puts the application into maintenance mode for as long as the flag is set. Tell your users in advance.

Keep the upload allowlist tight. Anything executable or web-renderable is a common source of security incidents. Review the list periodically rather than adding to it ad hoc.


Password Settings

FieldNotes
Minimum Password LengthThe shortest password a user may set.
Password ComplexityLow - no restrictions. Medium - must include a number and capital letters. High - must also include special characters.
Password ExpiresHow long a password remains valid before the user must change it.
Remember Password HistoryHow many previous passwords are remembered and blocked from reuse.
Maximum Invalid Login AttemptsFailed attempts allowed before lockout.
Lockout PeriodMinutes a user is locked out after too many failed attempts.
Forgot Password BehaviorHow the portal handles a password-recovery request.
Use Preset Security QuestionsPresents a dropdown of preset security questions as a recovery option.

Email Communication Settings

The templates the platform uses for account lifecycle email. Each points at a template from Email Templates.

TemplateUsed for
New User TemplateNotifying new users.
Activation TemplateActivating new community users when a verification step is required.
Forgot Password TemplateThe password-recovery flow started from the Forgot Password page.
Reset Password TemplateWhen an administrator resets a password for a user.

Templates must be marked Ready to use before an automation will pick them up. If a template does not appear in these pickers, check its ready state first.


New User Activation Reminder Settings

Reminds new users who have not logged in after a set number of days from their activation date.

FieldNotes
Enable RemindersThe master switch. The three fields below appear only when it is on.
Reminder Email TemplateThe template used for the reminder.
First ReminderDays before the first reminder is sent. Can be overridden per user role.
Second ReminderDays before the second reminder is sent. Can be overridden per user role.

See More


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Last updated on 8/12/2026

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