45 lines
2.6 KiB
Text
45 lines
2.6 KiB
Text
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=== Required Actions
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Required Actions are tasks that a user must finish before they are allowed to log in. A user must enter
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in their credentials before required actions are executed. Once a required action is completed, the user will not have
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to perform the action again.
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Here are an explanation of some of the built in required action types:
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Update Password::
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When set, a user must change their password.
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Configure OTP::
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When set, a user must configure a one-time password generator on their mobile device using either the Free OTP or Google Authenticator appliation.
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Verify Email::
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When set, a user must verify that they have a valid email account. An email will be sent to the user with a link they have to click. Once this workflow
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is successfully completed, they will be allowed to log in.
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Update Profile::
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This required action asks the user to update their profile information, i.e. their name, address, email, and/or phone number.
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Admins can set add required actions for each individual user with the user's `Details` tab in the Admin Console.
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.Setting Required Action
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image:../../{{book.images}}/user-required-action.png[]
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In the `Required User Actions` list box, select all the actions you want to add to the account. If you want to remove one, click the `X` next to the
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action name. Also remember to click the `Save` button after you've decided what actions to add.
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==== Default Required Actions
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You can also specify required actions that will be added to an account whenever a new user is created, i.e. through the `Add User` button the user
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list screen, or via the <<fake/../../registration.adoc#_registration, user registration>> link on the login page. To specify
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the default required actions go to the `Authentication` left menu item and click on the `Required Actions` tab.
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.Default Required Actions
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image:../../{{book.images}}/default-required-actions.png[]
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Simple click the checkbox in the `Default Action` column of the required actions that you want to be executed when a brand new user logs in.
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==== Terms and Conditions
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Many organizations have a requirement that when a new user logs in for the first time, they need to agree to the terms and conditions
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of the website. {{book.project.name}} has this functionality implemented as a required action, but it requires some configuration. For one, you
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have to go to the `Required Actions` tab described earlier and enable the `Terms and Conditions` action. You must also edit the
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_terms.ftl_ file in the _base_ login theme. See the link:{{book.developerguide.link}}[{{book.developerguide.name}}] for more information on extending and
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creating themes.
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