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Password Manager 5.13.0 - Administration Guide

About Password Manager Getting Started Password Manager Architecture
Password Manager Components and Third-Party Solutions Typical Deployment Scenarios Password Manager in Perimeter Network Management Policy Overview Password Policy Overview Secure Password Extension Overview reCAPTCHA Overview User Enrollment Process Overview Questions and Answers Policy Overview Password Change and Reset Process Overview Data Replication Phone-Based Authentication Service Overview
Management Policies
Checklist: Configuring Password Manager Understanding Management Policies Configuring Access to the Administration Site Configuring Access to the Self-Service Site Configuring Access to the Helpdesk Site Configuring Questions and Answers Policy Workflow overview Custom workflows Custom Activities Self-Service Workflows Helpdesk Workflows Notification Activities 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 Domain Connections Extensibility Features RADIUS Two-Factor Authentication Internal Feedback 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 Administrative Templates Secure Password Extension Password Policies Enable S2FA for Administrators & Enable S2FA for HelpDesk Users Reporting Password Manager Integration Accounts Used in Password Manager Open Communication Ports for Password Manager Customization Options Overview Feature imparities between the legacy and the new Self-Service Sites Glossary

Verify User Identity

You can use this workflow to configure the Verify User Identity task for the Helpdesk site. A helpdesk operator should verify user identity before performing any password management task.

The default configuration of this workflow is the following:

  1. Authentication Methods.
  2. Restart workflow if error occurs.
  3. Email user if workflow succeeds.
  4. Email user if workflow fails.

Enforce Update of Profile

You can use this workflow to configure the Enforce Update of Profile task for the Helpdesk site. Helpdesk operators can perform this task to require users to update their Q&A profiles so that the profiles meet requirements of the current Q&A policy.

The default configuration of this workflow is the following:

  1. Enforce update of profile.
  2. Restart workflow if error occurs.
  3. Email user if workflow succeeds.
  4. Email user if workflow fails.

Helpdesk Activities Overview

All activities available in the helpdesk workflows fall into the following categories: authentication, actions and notifications.

Authentication activities are a group of activities that provide different authentication options, for example authentication with Questions and Answers profiles, or phone-based authentication.

The actions category includes activities that are core components of the helpdesk workflows, for example Unlock Account, Assign Passcode, and other activities.

Notification activities are activities that you can use to configure email notifications for users and administrators, and specify conditions under which the notifications should be sent.

The following sections describe the helpdesk activities and provide information about the settings specific to each activity.

Authentication Activities

This section describes workflow activities that provide different authentication options.

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