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.

Setting Description Notes
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 one:
  • Attempt to determine domain from LDAP distinguished name: Finds the customer domain using the stored distinguished name and parsing out the Domain Component (DC).
  • Attempt to use domain associated with LDAP customer mapping: Uses the domain stored in the customer record-mapped LDAP definition.
  • Use this domain: Enter a default domain for the login ID.
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 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.