Creating a self-service policy

To create a Self-Service policy, follow these simple steps. To use the Self-Service policy once you've created it, simply follow the Assigning a Self-Service Policy to an Application steps.

1. Start by logging into the Admin Console using an admin account

2. From the left-hand menu, select Self-Service

3. Under the Self-Service Policy screen, you will see a listing of all Self-Service policies.

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In a new Strivacity instance, you will only find the Default Self-Service Policy on this page.

4. To create a new Self-Service policy, click on + Create Self-Service Policy.

5. The Create Self-Service Policy page will be displayed, as shown below:

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Learn more about self-service policy settings.

6. Once you've set up your policy, click Save.

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Next, go to Assigning a Self-Service Policy to an Application to put these settings into effect.

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See Setup and Manage Customer Notification for further information on how to customize and brand the Self-Service notification emails.

What happens when a link lifetime expires?

With the exception of the expiry of a new customer account activation link, when any self-service links expire, the customer will have to re-request them.

When a customer uses the self-service registration process, the account is created but it cannot be logged into until the activation link has been clicked.

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In the event that the activation link has expired, the customer can still take control of the account (they created) by performing a self-service password reset. Resetting the password will also activate the account.