Creating a self-service policy

Learn how to create and configure a Strivacity self-service policy, providing self-service registration, account updates and account recovery.

To create a Self-Service policy, follow these simple steps. To use the Adaptive MFA 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.

Self-service policy list

Self-service policy list

📘

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:

📘

Learn more about self-service policy settings.

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

📘

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

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 Life Time 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.

📘

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.