Define Portal Credentials Action Options

Use the Scheduler's Portal Credentials Action to create Portal login credentials for Customers on a scheduled basis.

Note: To import Users from LDAP and then create Portal credentials: schedule an Import from LDAP Action followed by a Portal Credentials Action that executes a few minutes later, ensuring the order of the steps.For more information about Portal Credentials, refer to Create Portal Login Credentials.

To define a Portal Credentials Action:


Saved Search	Click the Ellipses button to open the Search Manager, and then select an existing Saved Search or create a new one that contains the Customers who need Portal credentials (example: Internal Customers).
Field with Login ID	In the drop-down, select the field from the Customer Business Object that contains the Customers’ login IDs.
Customer group	In the drop-down, select the Security Group the Customers belong to. This defines the security rights for the Portal Credential action. Selecting the Portal Workgroup Manager Group offers greater control than selecting the Portal Customer Group.
Password	Randomly generate a password for each customer: Select this radio button to assign and e-mail a random password to each Customer. If a Customer does not have an e-mail address, she will not be notified. Set password the same for all: Select this radio button to assign the same password to all Customers, and then provide the password to use. Password is value from field: Select this radio button to use the value from a field as the password, and then select the field in the drop-down. Set Login ID field as Windows/LDAP login: Select this radio button to use Windows/LDAP login credentials, and then select an option for determining a domain if the login ID does not include one: Attempt to determine domain from LDAP distinguished name: Find the Customer domain using the stored Distinguished Name and parsing out the Domain Component (DC). Attempt to use domain associated with LDAP customer mapping: Use the domain stored in the Customer record-mapped LDAP definition. Use this domain: Enter a default domain for the Login ID. Note: LDAP credentials must be configured to use this option. For more information about configuring LDAP, see Enabling Authentication for Users or Enabling Authentication for Customers.
Account details	Account locked: Select this check box to lock the Customer's account (preventing them from logging in to the Portal). Note: A Customer can be automatically locked out of the system, too, if there are too many failed login attempts (depending on system settings). Password never expires: Forgo password expiration. This overrides any system setting to reset the password. Note: If this is selected, the User must reset password at next login and Password reset date settings are hidden. User cannot change password: Restrict a Customer from changing their password. If a password reset is required by the system, the system administrator must reset the password. User must reset password at next login attempt: Restrict a Customer from changing their password. If a password reset is required by the system, the system administrator must reset the password. This restarts any system administrator-scheduled password reset. Tip: This is an immediate reset. Use this setting if the Customer forgot her password. Password reset date: Prompts a Customer to change their password on a specific date. Click the Date Selector button to select a reset date.
E-mail	E-mail customer new credential information: E-mail new credential information to Customers, and then click Edit E-mail to edit the Customer Credentials E-mail message. Tip: To make this the default e-mail message that is used for all Customer e-mails, click Make Default. Skip customers with no e-mail address: Skip Customers with no e-mail address (e-mails will not be sent to them). Leave this check box unchecked if you want an error to be flagged when a Customer does not have an e-mail address.
Skip customers who already havelogin IDs assigned	Include only new Customers. Leave it cleared to include all Customers. It is recommended to Select this check box so IDs are not reassigned for existing users.