43 lines
2.7 KiB
Text
43 lines
2.7 KiB
Text
|
|
=== Required Actions
|
|
|
|
Required Actions are tasks that a user must finish before they are allowed to log in. A user must provide their credentials before required actions are executed. Once a required action is completed, the user will not have
|
|
to perform the action again.
|
|
Here are an explanation of some of the built-in required action types:
|
|
|
|
Update Password::
|
|
When set, a user must change their password.
|
|
Configure OTP::
|
|
When set, a user must configure a one-time password generator on their mobile device using either the Free OTP or Google Authenticator appliation.
|
|
Verify Email::
|
|
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
|
|
is successfully completed, they will be allowed to log in.
|
|
Update Profile::
|
|
This required action asks the user to update their profile information, i.e. their name, address, email, and/or phone number.
|
|
|
|
Admins can add required actions for each individual user within the user's `Details` tab in the Admin Console.
|
|
|
|
.Setting Required Action
|
|
image:../../{{book.images}}/user-required-action.png[]
|
|
|
|
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
|
|
action name. Also remember to click the `Save` button after you've decided what actions to add.
|
|
|
|
==== Default Required Actions
|
|
|
|
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
|
|
list screen, or via the <<fake/../../users/user-registration.adoc#_user-registration, user registration>> link on the login page. To specify
|
|
the default required actions go to the `Authentication` left menu item and click on the `Required Actions` tab.
|
|
|
|
.Default Required Actions
|
|
image:../../{{book.images}}/default-required-actions.png[]
|
|
|
|
Simply 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.
|
|
|
|
==== Terms and Conditions
|
|
|
|
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
|
|
of the website. {{book.project.name}} has this functionality implemented as a required action, but it requires some configuration. For one, you
|
|
have to go to the `Required Actions` tab described earlier and enable the `Terms and Conditions` action. You must also edit the
|
|
_terms.ftl_ file in the _base_ login theme. See the link:{{book.project.doc_base_url}}{{book.project.doc_info_version_url}}{{book.developerguide.link}}[{{book.developerguide.name}}] for more information on extending and
|
|
creating themes.
|