Chat now with support
Chat with Support

Password Manager 5.12 - 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 Password Manager components and third-party applications Unregistering users from Password Manager Bulk Force Password Reset 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 Appendixes Glossary

Appendix C: 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, etc.

The following customization options are available in Password Manager:

Customization of Steps in Self-Service and Helpdesk Tasks

Customization of steps in Legacy Self-Service, Password Manager Self-Service site, and Helpdesk Tasks

You can change the steps and the order of steps in Legacy self-service, Password Manager Self-Service site, 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 Legacy Self-Service or Password Manager Self-Service site workflows.

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

Email Notification Customization

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

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 Questions and Answers profiles.

To 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.

Related Documents

The document was helpful.

Select Rating

I easily found the information I needed.

Select Rating