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Password Manager 5.7.1 - 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 Upgrading Password Manager Secure Password Extension Password Policies Reporting Password Manager Integration Appendixes Glossary About us

My Notifications

You can use this workflow to configure the My Notifications task for the Self-Service site. Users perform this task to select what email notifications they want to receive when specified events occur.

The default configuration of this workflow is the following:

  1. Display CAPTCHA.
  2. Authenticate with password.
  3. Subscribe to notifications.
  4. Restart workflow if error occurs.
  5. Email user if workflow succeeds.
  6. Email user if workflow fails.

I Have a Passcode

You can use this workflow to configure the I Have a Passcode task for the Self-Service site. Users perform this task when they have forgotten their passwords and, at the same time, are not registered with Password Manager or have forgotten their answers to secret questions. In this case, they must obtain a temporary passcode from the help desk before they can create or update Questions and Answers profiles and reset passwords.

The default configuration of this workflow is the following:

  1. Display CAPTCHA.
  2. Authenticate with passcode.
  3. Edit Q&A Profile.
  4. Restart workflow if error occurs.
  5. Email user if workflow succeeds.
  6. Email user if workflow fails.

Self-Service Activities Overview

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

Authentication activities are activities that provide different authentication options, for example authentication with password or Questions and Answers profiles, or phone authentication.

The actions category includes activities that are core components of the self-service workflows, for example Unlock Account, Edit Q&A Profile, 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 self-service 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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