IdExchange 1.9.1
IdExchange 1.9.1
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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.
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2

Select a Credential Policy and press the corresponding gear button. Press Configure Policy.
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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.
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4

Press Save Changes to store the settings. You will see a pop-up window confirming your selection, select Confirm.
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