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This article includes updates for Smart ID 2223.04.1018. |
This article describes how to configure what tasks (processes) that shall be displayed to display, and in which order, on the Dashboard in Smart ID Self-Service under the heading "What do you want to do?". Also described is how to change the order of the tasks (processes) that are displayed. A task relates to a process in Identity Manager.
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The processes that appear in the Self-Service portal, on the Dashboard or as pre-login processes, must be explicitly defined in Identity Manager Admin.
Configure tasks (processes) to display
On the Dashboard in Smart ID Self-Service, under the question "What do you want to do?" the available tasks for a specific role in Identity Manager are displayed. Each task in Smart ID Self-Service relates to a process, and you must define which roles that should have the permission to start each process.
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In Identity Manager Admin, go to Home > Process Import.
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Select a process, for example, 'Change USSP-Password', double click to open it.
You can configure which tasks to display, and in what order to display them. You can configure the display and order from both Process Import and Process Designer.
Only processes which have a Self-Service user or Self-Service role can be configured as described below. Go to the Permissions tab
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Select Show in Self-Service, and add the roles that shall be able to see this process in Smart ID Self-Service, for example the role 'BaseRoleSelfServiceUser'.
Select Start process, and add the roles that shall be able to start this process in Smart ID Self-Service, for example the role 'BaseRoleSelfServiceUser'.
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Click Save.
The task (that is, the process 'Change USSP-Password' in this example) will now be displayed in the Smart ID Self-Service Dashboard under "What do you want to do?".
The Dashboard only shows the processes that are not related to a core object. The processes that are related to a core object are available under Possible actions for a core object.
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in a process definition to modify the roles and user rights for the process.
Do the following to add a process to the dashboard:
In Identity Manager Admin, go to Home > Process Import.
Click Sort in Self-Service. The Change Sort Sequence pop up is shown.
Select a process from the Name column and click on one of the arrows to move it one step up or down in the list. You can also move it directly to the top or the bottom. In Self-Service, the order goes in the horisontal direction.
Click Save.
To see the changed order On the Process Import page, click Show in SelfService Dashboard.
In the dialog that appears, select a process. You can use the arrows or drag and drop to reorder the displayed processes on the Self-Service dashboard. You can also add or remove processes.
In the Precondition column, click the plus sign to select condition type and configure the condition. From here, you manage what to display for the logged in Self-Service user regarding the processes on the dashboard. To save the settings, click Ok. For more information, see Configure process start validation.
Click Save.
The task and its order will now be displayed in the Smart ID Self-Service Dashboard under "What do you want to do?". To view it in Smart ID Self-Service, you must
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sign out and
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sign in again.
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Pre-login processes To make pre-login processes visible, the pre-login processes must also be defined in the dashboard. For more information, see Configure a pre-login process for Smart ID Self-Service. |