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Password Manager 5.14 - Administration Guide (AD LDS Edition)

About Password Manager Getting Started Password Manager Architecture
Password Manager Components and Third-Party Solutions Typical Deployment Scenarios Password Manager in a perimeter network Management Policy Overview Password Policy Overview reCAPTCHA Overview User Enrollment Process Overview Questions and Answers Policy Overview Data Replication Phone-Based Authentication Service Overview Configuring Management Policy
Management Policies
Checklist: Configuring Password Manager Understanding Management Policies Adding or cloning a new Management Policy Configuring Access to the Administration Site Configuring Access to the Password Manager Self-Service Site Configuring Access to the Helpdesk Site Configuring Questions and Answers Policy Workflow overview Custom workflows Custom Activities Password Manager Self-Service Site workflows Helpdesk Workflows User Enforcement Rules
General Settings
General Settings Overview Search and Logon Options Import/Export Configuration Settings Outgoing Mail Servers Diagnostic Logging Scheduled Tasks Web Interface Customization Instance Reinitialization Realm Instances AD LDS Instance Connections Extensibility Features RADIUS Two-Factor Authentication Internal Feedback Customizing help link URL Password Manager components and third-party applications Unregistering users from Password Manager Bulk Force Password Reset Fido2 key management Working with Redistributable Secret Management account Email templates
Upgrading Password Manager Password Policies Enable 2FA for Administrators and Enable 2FA for HelpDesk Users Reporting Accounts Used in Password Manager for AD LDS Appendix B: Open Communication Ports for Password Manager for AD LDS Customization Options Overview Third-party contributions Glossary

Customization Options Overview

There are multiple ways to customize the Self-Service and Helpdesk sites. You can customize email notifications, change company and product logos and Web sites color scheme, and so on.

The following customization options are available in Password Manager:

Customization of Steps in Password Manager Self-Service Site, and Helpdesk Tasks

You can change the steps and the order of steps in self-service and helpdesk tasks by modifying the workflows that correspond to these tasks. For example, to modify the Forgot My Password task on the Self-Service Site you need to modify the Forgot My Password workflow on the Administration Site.

A workflow consists of activities; each activity can be configured independently of other activities. Almost each activity corresponds to a single step in a task, that is a single page in the wizard a user goes through to complete the task.

By adding and removing activities and changing activities’ order in a self-service workflow you can define what wizard pages and in what order users will go through when performing a task on the Self-Service Site. The same applies to the Helpdesk Site and helpdesk workflows.

To edit a workflow, open the workflow on the Administration Site and add or remove activities in the workflow designer.

For more information on configuring workflows, see Workflow structure.

For more information on modifying self-service workflows and activities, see Password Manager Self-Service Site workflows

For more information on modifying helpdesk workflows and activities, see Helpdesk Workflows.

Email Notification Customization

By adding the notification activities into a workflow, you can send notifications to users and administrators about successful or failed workflows. The following notification activities are available:

  • Email user if workflow succeeds

  • Email user if workflow fails

  • Email administrator if workflows succeeds

  • Email administrator if workflow fails

Password Manager offers user notification templates for all predefined workflows in 16 languages. You can customize the notification template by editing the Email user if workflow succeeds and Email user if workflow fails activities.

Templates are not provided for administrator notifications. To create administrator notifications, edit the Email administrator if workflows succeeds and Email administrator if workflow fails activities.

If you want to send email notifications in other languages, you can add more languages to the language list for the required notifications.

For more information on customizing email notifications, see Customizing Notifications.

User Agreement Customization

In any self-service task Password Manager allows you to include a page with a end-user agreement. You can use it to obtain users’ consent to store their personal information that may be available in their Q&A profiles.

To do this, add the Display user agreement activity to required workflows. When configuring this activity, you can use the predefined end-user agreement template or create your own. You can also specify the agreement text in several languages. The default agreement text template is available in 16 languages.

For more information on configuring the end-user agreement, see Display User Agreement.

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