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This article includes updates for IDM 5.0.1. |
This article describes how to configure
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what tasks (processes) to display, and in which order, on the Dashboard in Smart ID Self-Service
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under the heading "What do you want to do?".
The processes that appear in the Self-Service portal, on the Dashboard or as pre-login
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| title | Configure pre-login process |
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The process itself can be an ordinary BPMN process, but with one limitation: forms on the start task are not supported for pre-login. However, it is recommended to configure at least one user task in the pre-login process.
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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.
You can configure which tasks to display, and in what order to display them. You can configure the display and order from both Processes 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 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 > Processes.
On the Process Import page, click Show in SelfService Dashboard.
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Select a process, for example, 'BaseProcUSSPForgetPassword', and double-click to open it.
Go to the Permissions tab.
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Select Show in Self-Service, and add the 'preLoginProcessUSSPUser' to be able to see this process in Smart ID Self-Service.
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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
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task and its order will now be displayed
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in the Smart ID Self-Service Dashboard under "What do you want to do?". To view it in Smart ID Self-Service
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It is possible to configure multiple pre-login processes. All processes with the corresponding permissions will be visible on the Smart ID Self-Service login screen. |
Related information
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, you must sign out and 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. |