Create a self-service policy

To create a self-service policy, follow these steps.

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

2. From the left-hand menu, select Policies, then Self-service.

3. You will see a listing of all self-service policies. 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, select Create. To learn more about configuration options, see Self-service policy settings.

6. Once you have finished setting up your policy, select Save.
7. To learn more about how to assign a policy to an application, see Assigning a policy.

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Modifying an existing policy (for example, by renaming it) may affect how reporting and analytics dashboards display historical data.

Historical data is not deleted, but some dashboards may only display information associated with the current version of a policy.

Before making significant changes to a production policy, consider whether reporting continuity is required for your organization.

What happens when a link lifetime expires?

Except for 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.