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Users must be assigned to a Self-Service Assignment to use the Forgot Your Password? feature and access their own Self-Service Portal.
Providing a user access to the Forgot password feature and to a personal Self-Service portal requires add that user to a Self-Service assignment in the SELF-SERVICE module in the ADMINISTRATION portal. Each Self-Service assignment can be related to a Directory group, or to a Directory OU container. If a user is a member of the group or container related to the Self-Service assignment, the user will see the SELF-SERVICE tab when they log into Identity Maestro.
To manage the Self-Service module:
You can add a new Directory group to use as a Self-Service Role group:
There are two ways to add a new Self-Service assignment:
To add a new assignment using a Role group to control user access:
To add a new assignment using a Directory container to control user access:
If you created a Self-Service assignment and copied the options from an existing Self-Service assignment, then all you need to do is modify those options to match the needs of the new Self-Service assignment.
In this example, we are going to set the options for the Contractors OU container Self-Service assignment as it requires enabling features and setting options from scratch.
This option permits you to define a list of groups that the user will be able to add their user to or remove their user from. This is typically used to add users to email enabled groups.
This page allows the administrator to select custom tasks that will be added to the Self-Service personal portal menu structure. In this example, a custom task is selected. Step 4: Manage Task Forms will explain how to configure a custom task for Self-Service.
To confirm the effective access of an individual:
To remove an existing Self-Service Assignment: