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Self-Service Portal Properties
The self-service portal offers guests the ability to log in with their account details, view Page in the application that displays data but does not contain interactive fields the user can modify. Usually a table listing things like accounts or other sets of data and providing links to related actions or forms. their account details, or change their password. Additionally, the link provides a method that allows guests to recover a forgotten account password.
When the self-service portal is enabled, a Launch Self-Service link is displayed on the list of self-registration pages, and may be used to determine the URL Uniform Resource Locator. A global address used for locating web resources on the Internet. that guests should use to access the portal.
The self-service portal is accessed through a separate link that must be published to guests. The page name for the portal is derived from the registration page name by appending “_portal”.
To edit the properties of the self-service portal:
1. Go to . Click to expand the registration page’s row in the form Interactive page in the application where users can provide or modify data., and then click its link. The diagram opens.
2. In the area, click either the Self-Service Portal link or click one of the links below it: Login Page, Summary Page, Change Password, or Reset Password . The area of the form opens.
Figure 1 The Self-Service Portal Page Links on the Workflow Diagram
Figure 2 The Customize Self-Registration Form, Self-Service Portal
The fields at the top of the form let you configure basic properties for the self-service portal.
Figure 3 The Customize Self-Registration Form, Self-Service Portal Page, Login Page Area
The
area of the form lets you configure the self-service portal’s login page.
Field |
Description |
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If selected, lets you customize the self-service portal’s login form’s text and HTML. The form expands to include configuration options. |
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If selected, removes the “Create Account” link from the self-service portal’s login page. |
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Title to display on the self-service portal’s login page. To use the default value, leave this field empty. |
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The HTML content to display before the login form. You can use the drop-down list to add images or other content items. |
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If selected, overrides the login form. |
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Title to display on the login form. To use the default value, leave this field empty. |
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Label to display on the username field. To use the default value, leave this field empty. |
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Label to display on the password field. To use the default value, leave this field empty. |
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Label to display on the login button. To use the default value, leave this field empty. |
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The HTML content to display after the login form. You can use the drop-down list to add images or other content items. |
Figure 4 The Customize Self-Registration Form, Self-Service Portal Page, Summary Page Area
The
area of the form lets you configure the self-service portal’s summary page.
Field |
Description |
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If selected, lets you customize the self-service portal’s summary page’s text and HTML. The form expands to include configuration options. |
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Title to display on the self-service portal’s summary page. To use the default value, leave this field empty. |
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The HTML content to display before the summary. You can use the drop-down list to add images or other content items. |
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The HTML content to display after the summary. You can use the drop-down list to add images or other content items. |
Figure 5 The Customize Self-Registration Form, Self-Service Portal Page, Change Password Area
The
area of the form lets you configure the self-service portal’s password fields.
Field |
Description |
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If selected, guests cannot use the self-service portal to change their passwords. |
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Amount of time to extend an account’s expiration window whenever the password is changed. If a value is entered, the account's lifetime will be automatically renewed in cases where it would otherwise expire before the next required password change. To use the original expiration time, leave this field empty. |
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If selected, lets you customize the self-service portal’s password fields. The form expands to include configuration options. |
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Title to display on the self-service portal’s password form. To use the default value, leave this field empty. |
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The HTML content to display before the password form. You can use the drop-down list to add images or other content items. |
Title to display on the password form. To use the default value, leave this field empty. |
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Label to display on the old password field. To use the default value, leave this field empty. |
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Label to display on the old password description field. To use the default value, leave this field empty. |
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Label to display on the new password field. To use the default value, leave this field empty. |
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Label to display on the new password description field. To use the default value, leave this field empty. |
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Label to display on the confirm password field. To use the default value, leave this field empty. |
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Label to display on the confirm password description field. To use the default value, leave this field empty. |
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Label to display on the change password button. To use the default value, leave this field empty. |
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The HTML content to display after the password form. You can use the drop-down list to add images or other content items. |
Figure 6 The Customize Self-Registration Form, Self-Service Portal Page, Reset Password Area
The Resetting Passwords with the Self-Service Portal.
area of the form lets you configure the self-service portal’s password reset fields. For more information, seeWas this information helpful?
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