Client dossier, or how to create a personal account that helps business 

As practice shows, creating a personal account is the last thing to do, so if you have just started planning the structure of the site, we recommend starting with the article “Designing convenient site navigation” or “Usability of the Home page, or how not to lose face.”

First of all, it’s worth understanding whether a personal account is needed on the site. This is a great tool that can make the user experience easier if:

  • you are selling access to any services or content.
  • There is a bonus system based on the number of orders and the total amount of purchases.
  • On the site you can save selections of products, articles, audio recordings, etc. for quick access to them.
  • To place an application or order, you need to fill in a lot of information about the user or organization.
  • offer to track the status of any object or order fulfillment process.

If you answered “yes” to at least one of the points, then it’s worth spending time and money on designing a convenient section for your clients.

Safety

In order for each user to understand why they need to go through the registration process and create a personal account on the site, it is necessary to describe the actions as accurately as possible so that each person understands how important it is to have their own profile. You also need to convince clients of complete confidentiality of personal data.

There are several recommendations that will help site creators correctly create a registration form:

  • Make each field mandatory, since no one will fill in optional ones anyway.
  • Automatically log in every new user after they complete registration.
  • Rule for RuNet: warn users that they indicate the password in Cyrillic. This may have been done accidentally because the person forgot to switch the layout.
  • Take care of the safety of users' personal information. To do this, help them create a strong password. It should consist not only of words, but also numbers and symbols.
  • Follow the privacy policy strictly.

We make changes to user order data

We will look at making changes to user data in your personal account using the example of recording the order completion date in the “orders” table. To do this, we will add an additional form to one of the rows of the table in the code fragment of the “My Orders” page (Fig. 4), with the help of which we will save the entered date in the corresponding field of the desired row of the database table.

Below is the "order.php" file with this addition (the added lines are highlighted with a light background).

  1. class= "article"
    >
  2. class="chapter"

    >

Custom path

Many website creators ask the question: “How to make your personal account as convenient and comfortable as possible?” In this case, they need to follow certain rules to make the account familiar:

  1. Leave the option to save your password. It must be stored in encrypted form. To do this you will need: PBKDF2 or DCRYPT. It is necessary to allow clients to use any characters and password length, because it is still protected by cryptography. Many people don't remember passwords, and it's not safe to write them down. In addition, the paper often gets lost. Therefore, a saved password is a good solution.
  2. You must be allowed to log in using social networks. It's much faster than using an email address or phone number. In addition, all data is filled in automatically. The user does not need to enter anything or confirm registration. And you don’t have to come up with or remember a password.
  3. Use 2-step verification. Despite the fact that SMS messaging has many weaknesses, this option is user-friendly. In addition, it will protect your account many times over.
  4. Separate the concept of authorization of a personal account and a user. The latter does not include email, mobile number or ID. A user on a website is a collection of personal information and experience using the portal.
  5. Allow multiple IDs to join the same account. This is done to ensure that the user understands how to work with the site. For example, he may choose to log in via Google when logging in, not knowing that he is thereby creating a second profile.
  6. Allow deleting the profile and specified data.

Thus, the site creators will make it easier for service users to create a personal account.

Identity confirmation with electronic signature

First, register on the portal, fill out your user profile and submit your data for verification. Successful background check moves the account from “Simplified” to “Standard”.

After registration, you will be able to verify your identity with an Enhanced Qualified Electronic Signature. To do this you need to prepare:

  • physical media (token or smart card) with the user’s electronic signature issued by an accredited certification authority. View the current list of accredited organizations.
  • For some electronic signature media, you need to install a special program - a crypto provider (for example, CryptoPro CSP).
  • install a browser plugin.

Select an electronic signature as a method of verifying your identity. Select the digital signature verification key certificate if you have multiple certificates. Enter the PIN code to read the electronic signature, and also sign the application for account confirmation. The electronic signature will be verified. If the verification is successful, the account will become “Verified”.

How to create a personal account on the website

In order to understand how to create a personal account on any website, you need to follow a few simple steps:

  • Login to the main page of the site. Usually there is a “Registration” button. You need to press it. After this, a window will appear with a form for filling out information.
  • Most often, you need to indicate the following in the form: first name, last name, patronymic, date of birth, city of residence, email address or contact phone number. If the service is related to monetary transactions, you will need to enter your passport data. There is no need to worry about information being disclosed, since each site adheres to a privacy policy. Administrators value users, so they do not use their data for personal gain and do not pass it on to third parties.
  • Next, you will need to come up with a password. It must be reliable and at the same time memorable. It is worth using not only letters, but also numbers and symbols. In order not to remember the password, you should allow the browser to save it. Then, with each new login, the data will be entered automatically;
  • Afterwards there is a field for re-entering the password. This is necessary to ensure that the person has entered the code correctly.
  • Next, the site often offers to read the user agreement, which states the rights and rules for using the resource. This information must be carefully studied, and then ticked at the bottom of the page. This means that the user has read the rules and agreed to follow them;
  • It is worth double-checking the entered data before sending.
  • Some users are interested in what is needed to create a personal account. An email address or phone number is used for this. After the registration data has been filled in, a confirmation code is sent there. It will need to be entered into a special form. If you suddenly do not receive an email, you need to check the “All emails” and “Spam” folders. Thus, you can create a personal account on the site.


What does a personal account give to an authorized user?

Let's look at examples.

Online store

Without logging into a personal profile: a person can select, compare products, and add them to the cart.

After authentication: make a purchase, pay for the order, track the status of the order, leave a comment or review.

Hotel booking system

Without authorization, the visitor has access to almost the entire arsenal of filters, selection, comparison, and studying the reviews left. The service provides almost unlimited possibilities to bring the client as close as possible to the purchase step. And only at the very last step, when the person, by clicking the “I book” button, has already planned and taken into account all the little details described here on the web resource, the system asks to enter the account:

This is a great example of building a sales funnel.

After authentication, the user will have access to options for booking, changing an order, leaving a review, etc.

Internet banking

Considering that the provision of services is associated with personal, payment data, and bank secrecy, no options are available to an unregistered client. Login with a password is required. Moreover, there are several degrees of protection:

  • entering an additional code, which is generated at the time of registration and sent to your phone or email;
  • confirmation by entering an additional password;
  • modern systems can use QR codes.

In the registered status, you can view card account balances, history of loans and deposits, order a statement or certificate, make any payment through, order re-issuance of a payment card, and much more.

Mobile operators, Internet providers

In your online account you can find out expenses, top up your account, view transaction history, change your tariff plan, write a request for call details, and activate additional services.

Bottom line

All functions of the service are available to the user. He can create an order, make adjustments, cancel, request additional conditions, view the history, and conduct correspondence.

Large services even allow you to customize the interface for yourself, change colors and styles.

The parameters entered once will allow you to use them automatically later. For example, passport number, full name, payment card number when booking air tickets are filled in the account once. You can enter several options and then select the current one from the list when creating an order. This saves time; you don’t have to always have all your data at hand.

Services

Supplier's personal account

We offer the development of a personal account for your company's suppliers. We will implement a system for managing batches, deliveries and product descriptions.

Personal account for recording

We offer the creation of a personal account for registering for events, making appointments with specialists, and selling tickets to events.

Personal accounts

We offer a range of services for the automation of B2B purchases and deliveries, document flow, tenders, orders, and logistics. We provide convenient services for your commercial service, warehouse, logistics.

What are the main functions of the “Personal Account” in O.L.K.

The main functions that the service has:

  • Submitting requests for delivery of groupage cargo
  • Filling out requests for cargo delivery to retail chains
  • Creating drafts and copying applications
  • Printing and downloading documents required for shipping goods
  • Tracking cargo statuses and order details
  • View the history of all completed applications
  • View the history of all transported goods
  • View and download invoices, track their statuses
  • Tracking of shipping documentation
  • Setting up notifications about cargo movement
  • Feedback from your personal manager
  • Ordering additional services

In total, the service has much more functions. In addition, the company’s specialists are constantly working to expand the functionality of the “Personal Account”, as well as to improve its existing options.

We will talk in more detail about the capabilities of the service and their benefits in the following publications of the section.

Account confirmation after registration

To gain full access to all government services, you must verify your account. The easiest way is to order a confirmation letter with a code, which will arrive by regular mail. Log in to the State Services portal and enter the code from the letter directly on the main page of your personal account.

The next confirmation method is at one of the service centers. Their list includes commercial banks, branches of the Pension Fund and MFC. A map of the locations of the centers is located on the State Services portal - when visiting the selected center, take your passport with you.

Instructions for Post Bank clients.

  1. Log in to the Post Bank Online system.
  2. Go to the section Pay – State Services – Confirmation of the State Services profile.
  3. Confirm the correctness of your personal data and documents and submit your application.
  4. After a couple of minutes, the account will receive a confirmed status.

Instructions for Sberbank clients.

  1. Log in to Sberbank Online banking.
  2. Go to the Other section – Registration for State Services.
  3. Check the correctness of your personal data and documents, click on the Confirm account button.
  4. The system will find the required account and confirm it.

Instructions for Tinkoff Bank clients.

  1. Log in to Tinkoff Bank banking.
  2. Go to the Payments – Government Services section.
  3. Check the correctness of your personal data and documents, click on the Register button.
  4. After a couple of minutes, the account will receive a confirmed status.
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