Documentation

Introduction

Use this guide to configure the Account Management (Help Desk) Page, which enables administrators and help desk teams to modify and update user profiles.

The Account Management page is equipped with various features to easily allow help desks to manage user accounts, including username search to retrieve accounts, password reset, account status options (lock / unlock / disable / enable), and user profile fields.

Once an account is displayed on the page, the help desk can enter new information (mobile number, personal email address); update existing information (new home address, last name change); and update Multi-Factor Authentication information, including setting PIN numbers, selecting Knowledge-based Questions, resetting Device Recognition information, and revoking devices / browsers provisioned for Time-based Passcode generation, Push Notifications, and Push-to-Accept Login Requests.

Depending on the configured directory permissions, all of the changes made on the Account Management page are written to and updated in the corporate data store. This significantly reduces directory management time and costs.

Prerequisites

1. Create a New Realm for the Account Management Page

2. The SecureAuth IdP directory Service Account must have the write privileges in order to change / add user information

3. Configure the following tabs in the Web Admin before configuring the Post Authentication tab:

  • Overview – the description of the realm and SMTP connections must be defined
  • Data – an enterprise directory must be integrated with SecureAuth IdP
  • Workflow – the way in which users will access this application must be defined
  • Registration Methods / Multi-Factor Methods – the Multi-Factor Authentication methods that will be used to access this page (if any) must be defined

The Registration Methods tab in SecureAuth IdP Version 9.0 has been renamed Multi-Factor Methods as of Version 9.0.1

Configuration Steps
Data

 

Restrict the realm to only admins in the Membership Connection Settings section

1. Select Allow Access from the User Group Check Type dropdown

2. Provide the User Groups name(s) (e.g. "admins")

3. Set the Groups Field to the enterprise directory that contains group information of each user

Click Save once the configurations have been completed and before leaving the Data page to avoid losing changes

Post Authentication

 

4. Select Account Management page from the Authenticated User Redirect dropdown in the Post Authentication tab in the Web Admin

5. An unalterable URL will be auto-populated in the Redirect To field, which will append to the domain name and realm number in the address bar (Authorized/ManageAccounts.aspx)

6. A customized post authentication page can be uploaded, but it is not required

User ID Mapping

 

7. Select the type of User ID that will be asserted to the Account Management page from the User ID Mapping dropdown

This is typically the Authenticated User ID

No configuration is required for the Name ID Format or Encode to Base64 fields

Click Save once the configurations have been completed and before leaving the Post Authentication page to avoid losing changes

Identity Management

 

8. Click Configure help desk page to configure the functions of the help desk page

Help Desk

 

9. Select Hide, Show Enabled, or Show Disabled for each SecureAuth IdP Field (corresponding to the Profile Properties in the Data tab) to elect what will appear and what can be modified on the Account Management Page

Hide will not show the SecureAuth IdP Field on the page

Show Enabled will show the SecureAuth IdP Field on the page, and the administrator can edit the information

Show Disabled will show the SecureAuth IdP Field on the page, but the administrator cannot edit the information

See Optional Configurations for information on configuring functionality to reset user passwords, lock / unlock user accounts, disable / enable user accounts, and delete users from the system

Click Save once the configurations have been completed and before leaving the Help Desk page to avoid losing changes

Forms Auth / SSO Token

 

10. Click View and Configure FormsAuth keys / SSO token to configure the token/cookie settings and to configure this realm for Single Sign-on (SSO)

These are optional configurations

 To configure this realm's token/cookie settings, follow these steps:
Forms Authentication

 

1. If SSL is required to view the token, select True from the Require SSL dropdown

2. Choose whether SecureAuth IdP will deliver the token in a cookie to the user's browser or device:

  • UseCookies enables SecureAuth IdP to always deliver a cookie
  • UseUri disables SecureAuth IdP to deliver a cookie, and instead deliver the token in a query string
  • AutoDetect enables SecureAuth IdP to deliver a cookie if the user's settings allow it
  • UseDeviceProfile enables SecureAuth IdP to deliver a cookie if the browser's settings allow it, no matter the user's settings

3. Set the Sliding Expiration to True if the cookie remains valid as long as the user is interacting with the page

4. Set the Timeout length to determine for how many minutes a cookie is valid

No configuration is required for the Name, Login URL, or Domain fields

Machine Key

 

5. No changes are required in the Validation field, unless the default value does not match the company's requirement

If a different value is required, select it from the dropdown

6. No changes are required in the Decryption field, unless the default value does not match the company's requirement

If a different value is required, select it from the dropdown

No configuration is required for the Validation Key or Decryption Key fields

Authentication Cookies

 

7. Enable the cookie to be Persistent by selecting True - Expires after Timeout from the dropdown

Selecting False - Session Cookie enables the cookie to be valid as long as the session is open, and will expire once the browser is closed or the session expires

No configuration is required for the Pre-Auth Cookie, Post-Auth Cookie, or the Clean Up Pre-Auth Cookie fields

Click Save once the configurations have been completed and before leaving the Forms Auth / SSO Token page to avoid losing changes

To configure this realm for SSO, refer to SecureAuth IdP Single Sign-on Configuration

To configure this realm for Windows Desktop SSO, refer to Windows Desktop SSO Configuration Guide

Optional Configurations

Configure the Help Desk page to enable administrators to reset user passwords, lock / unlock user accounts, disable / enable user accounts, or delete users from the system

Post Authentication
Identity Management
Help Desk

 

1. Scroll down to the bottom of the Help Desk section, and select Show for the following settings

Password Reset
Unlock User
Enable / Disable User
Delete User 

The Unlock User feature requires the Lock User feature (on the Registration Methods tab) to be enabled

Click Save once the configurations have been completed and before leaving the Help Desk page to avoid losing changes

Help Desk - Get User page

 

1. On the Login page, log in as an administrator

2. Search for a user by entering the Username

3. Click Get User

Help Desk - Manage User Account page

 

Information and options for managing the user account appear on the page

User Account Management Options

 

Password Reset

1. Click Reset Password

2. In the Reset Password box, enter the New Password twice

3. Click Reset

Unlock

1. Click Lock to lock a user's account, or Unlock to unlock the user's account, based on the status of the account which appears beneath the username field

The status information of the user's account is read from the Active Directory

Enable / Disable

1. Click Disable to deactivate a user's account, or Enable to activate a user's account, based on the status of the account

Delete

1. Click Delete to remove a user account from the system

The actions for the buttons in this group are immediate and take affect once they are clicked