Default self-service policy
Learn more about the configuration and best practices baked into the default Adaptive Self-Service policy.
The default Self-Service policy is automatically assigned on a per-Application basis and is in use from the moment that you start using Strivacity, i.e. there is nothing that you need to do to ensure that you're using some best-practice customer experience and self-service workflows for your customer accounts.
With self-service policies, you can provide basic administration and troubleshooting capabilities for your customers to manage their self-service accounts.
Self-service policy assignment is required for creating applications. You don't have to create a self-service policy from scratch to see it work in action. Strivacity Fusion's default self-service policy comes with pre-configured best practices that you can apply immediately to an application.
Here are the capabilities allowed for self-service accounts by default:
disabled by default: Allow cusotmer to choose a different emal identifier, defer password input
|Self-Service Policy Name||Default||This is the name of this policy that you will see wherever it is references within the Admin Console.|
|Allow Self-Service Customer Registration||On||This allows customers to sign up for customer accounts from the login component.|
|Require Customer to Activate Their Account||On|
If enabled, customers are sent an activation link after registering to confirm their new account.
⚠Account activation is ignored in case of identity stores that only support the 'USERNAME' identifier.
|Lifetime of New Customer Activation Link by Email||12 hours||The default length of time that a customer has to click the account activation link in the activation email before it expires.|
|Customer Invite Registration|
|Allow Administrators to Invite Customers||On||This allows administrators who can manage accounts to invite customers to the application the self-service policy is assigned to.|
|Allow Customer to Choose a Different Email Identifier||Off|
The email address where the invitation is sent can automatically become the identifier of the account if the identity store supports the 'EMAIL' identifier.
By enabling this option, you can allow customers to provide an email identifier that's different from the invitation email address.
|Lifetime of New Customer Invite Link||72 hours||The default length of time that a customer has to create an account by click the invitation link on the invitation link before it expires.|
|Password and Username Recovery|
|Allow Self-Service Username Reminders||On||This allows customers to request a username reminder at the identification step of the self-service login journey.|
|Allow Self-Service Password Rest||On|
This allows customers to to reset their passwords during the login journey.
|Lifetime of Password Reset Link by Email||60 minutes||The default length of time that a customer has to click the password reset link in the password reset email before it expires.|
|Lifetime of Password Reset Passcode by Phone||6 minutes|
The default length of time that a customer has to use the password reset passcode the received via phone the before it expires.
|Length of Password Reset Passcode by Phone||6 characters||This field allows you to define the character length of the password reset passcode delivered to customers via text or voice call.|
|Allow Customers To Change Their Password||On||This allows customers to reset their passwords inside their self-service account under Security settings.|
|Self-Service Account Management|
|Allow Customers To Delete Their Account||On|
This allows customers to terminate their account from their self-service account.
|Lifetime of Account Deletion Link by Email||24 hours||The default length of time that a customer has to click the account deletion link they've received in their email and to confirm their choice before the link expires.|
|Allow Customers to Manage Their Personal Information||On||This allows customers to edit their 'Personal Information' page in the self-service account.|
|Allow Customers to Manage Their Consents||On||This allows customers to view any consent that they've accepted and to opt out of any optional consents.|
|Allow Customers To Download Their Data||On||This setting allows customers to download their account data from their self-service accounts in the 'Privacy & Data' section.|
|Enable Application Launcher||On||This option adds quick access tiles to the customer's other available applications in the self-service portal under 'You applications'.|
|Defer Password Input||Off||This option places the password input field at the end of the customer login journey in every MFA workflow.|
Updated 5 months ago