Getting Started
Using the Dashboard
Customer experience
Get a preview of how customers will interact with your applications and understand how self-service capabilities empower them to manage personal information, account security, and privacy.


Customer journey
Self-Service Registration provides the ability for customers to create their accounts to access your application(s).
The Default self-service policy comes with the registration capability enabled. Self-registered accounts are created in the application's Default identity store if the store is not changed.

Account activation

You can make self-registering customers go through account activation before letting them log in for the first time.
When account activation is enabled, customers receive a magic link to the email address they've provided as an identifier where they can confirm their registration.
It's all set: a functioning application is always ready to send out account activation emails the moment you enable this self-service option. For further information see Setup and Manage Customer Notifications.
Account activation is not available for identity stores that only support the 'Username' identifier.

Account recovery

You can offer customers several recovery options to re-gain access to their accounts before they decide to contact your help desk or customers service.

Username reminder

Customer journey
Let your customers ask for a username reminder at login. Depending on which identifiers are required of them by the identity store, customers will be sent the reminder at
  • the email address they have in their personal information
  • or the email address they use as an identifier
if they successfully provide a matching email address in the username reminder flow.
Only enable this recovery option if your application's identity store requires a username identifier.
Add your branding to username reminders: go to Customizing Email Templates for customization options.

Password reset

Allow your customers to ask for password reset during their login workflow in case can't remember their password.
When customers request password reset, they are sent an email containing a secure one-time link. The reset link directs them to a dialog where they can add and confirm their new password.
You can also determine the lifetime of the password reset link you provide to your customers.
If a customer's password reset link expires, they can request a new one (every 20 seconds).
Add your branding to password reset emails: go to Customizing Email Templates for customization options.

MFA re-request

The self-service portal provides MFA re-request during login for customers who have extra authentication factors set up in their accounts.
Find out more about how customers can set up adaptive MFA in the self-service portals or how your customer service representatives can assist them with managing MFA methods from the Admin Console.
If for any reason, customers didn't receive their one-time passcode (OTP) or Magic Link, they can re-request them via email, SMS, or voice call.
Re-request email OTP
Re-request email Magic Link
Re-request SMS or voice OTP
Re-request SMS Magic Link

Self-service account management

In their self-service accounts, customers can keep in check their personal information, privacy settings, and enhance their account's security.
Create a friendly self-service URL for your customers that you can easily share to a customer over a phone call when setting up an application.

Personal information

The Personal Information page provides a space for the customer to update information for their own account, including but not limited to
  • First Name
  • Middle Name
  • Last Name
  • Email Address
  • Phone Number
  • Address or any attribute which you choose to expose from the application's identity store.

Account settings

The Account Settings page provides customers the ability to see how they log in, as well as any social login accounts that they may have linked to this account.
The customer also has the ability to delete their own account - removing all of their profile data.

Security settings

The Security Settings page provides options for customers to configure Multi-factor Authentication settings, change their password, or view and delete any current sessions that may be accessing their account.
If the Passwordless login workflow is being used (via an Adaptive MFA policy) the Change Password screen will not be shown to those customers.

Privacy & data

The Privacy & Data page provides options for customers to view, opt-in, or opt-out to any consent per the consent policy for the application they are using.
Customers can also use this page to download a copy of their account information, supporting data portability requirements for a number of global regulatory standards.
Visit this page to learn how to fine-tune the customer experience of your application with self-service configuration options.