Configure tasks (processes) in Smart ID Self-Service

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.

1. In Identity Manager Admin, go to Home > Process Import.

2. Select a process, for example, 'Change USSP-Password', double click to open it.

3. Go to the Permissions tab.

   1. 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'.
   2. 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'.
4. 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?".

1. In Identity Manager Admin, go to Home > Process Import.
2. Click Sort in Self-Service. The Change Sort Sequence pop up is shown.
3. 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.
4. Click Save.
5. To see the changed order in Smart ID Self-Service, you must log out and log in again in Self-Service.