Define Portal Credentials Action Options
Use the Scheduler's Portal Credentials Action to create CSM Portal login credentials for customers on a scheduled basis.
To import users from LDAP and then create CSM 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.
Define the following settings as they apply, and then select Save.
|Search group||Select the ellipsis to open the Search Manager, and then select an existing saved search or create a new one that contains the customers who need CSM Portal credentials (example: Internal Customers).|
|Field with Login ID||Select the field from the Customer Business Object that contains the Customers’ login IDs.|
|Customer group||Select the security group the customers belong to.||This defines the security rights for the
Portal Credentials Action.
When you select the Portal Workgroup Manager group, it offers greater control than if you select the Portal Customer group.
|Password||Randomly generate a password for each customer: Assigns and emails a random password to each customer.||If a customer doesn't have an email address, they won't get a notification.|
|Set password the same for all: Assigns the same password to all customers, and then provides the password to use.|
|Password is value from field: Select a field from the drop-down list. Uses the value from the field as the password.|
|Set Login ID field as Windows/LDAP login: Uses Windows/LDAP login credentials, and then
selects an option for determining a domain if the login ID does not include
||You must configure LDAP credentials to use this option.|
|Account details||Account locked: Locks the customer's account preventing them from logging in to the CSM Portal.||A customer can also be automatically locked out of the system if there are too many failed login attempts (depending on system settings).|
|Password never expires: No password expiration. This overrides any system setting to reset the password.||If you select this option, the User must reset password at next login and Password reset date options are hidden.|
|User cannot change password: Restricts a customer from changing their password.||If a password reset is required by the system, the system administrator must reset it.|
|User must reset password at next login attempt: Prompts a customer to change their password the next time they log in.|| If a password reset is required
by the system, the system administrator must reset it. This restarts any system
administrator-scheduled password reset.
This is an immediate reset. Use this setting if the customer forgot their password.
|Password reset date: Prompts a customer to change their password on a specific date. Select the Date Selector to choose a date.|
|Allow diagnostics: Allows a customer to run the Network Health Check test.||Run the Health Check Tool to get Network Health Check results. See Network Health Check Results.|
|E-mail customer new credential information: Emails new credential information to customers. Select Edit e-mail to edit the Customer Credentials Email message.||To make this the default email message that is used for all customer emails, select Make Default.|
|Skip customers with no e-mail address: Skips customers with no email address.||Leave this checkbox cleared if you want an error flagged when a customer doesn't have an email address.|
|Skip customers who already have login IDs assigned||Includes only new customers.|| Leave this checkbox cleared to
include all customers.
We recommend you select this checkbox so IDs are not reassigned for existing users.