Sending a Temporary Credential for Self-Service

IdExchange can send a digital certificate to the user so they can authenticate to the system to perform self-service actions. To do this, the credential policy must be updated using the steps below.

How to Update Credential Policy to Perform Self-Service

Smart Values: The following configurations can send dynamic information to the user to support self-service.

+FIRSTNAME+	First Name
+LASTNAME+	Last Name
+TEMPPIN+	Includes the temporary PFX PIN in the email
+SHOWPINATREGISTRATION+	Shows the PIN to the user after they register

Take the following steps to setup remote user enrollment within the Credential Policy Management settings.

Item	Procedure	Example
1	Click Administration and select Credential Types.
2	Select a Credential Policy and press the corresponding gear button. Press Configure Policy.
3	Within the Identity Proofing tab, under the Remote Enrollment section, configure the following via drop downs: Enable Remote Enrollment: Yes Remote Enrollment System: IdExchange Send Temporary Credential For Enrollment: Yes Configure the recipient message with a custom subject and message. To send the PIN to the PFX, add the following to the email message: Your temporary PIN is: +TEMPPIN+ Select the Certificate Authority to be used to send the temporary credential. You can also specify a secondary recipient to receive the email.
4	Press Save Changes to store the settings. You will see a pop-up window confirming your selection, select Confirm.