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Set up Authentication via Email

Users can enroll and authenticate their identity store accounts using Email. An email sent to a user’s email address contains a confirmation code that the user must enter in Directory Manager to enroll and authenticate their accounts.

Directory Manager provides a default notification template for enrollment/authentication via email in various languages. You can change the subject line and the body text in the template for any of these languages.

NOTE: Before configuring Email authentication, make sure that an SMTP server is configured for the identity store. See the Configure an SMTP Server topic.

What do you want to do?

  • Enable Email Authentication for an Identity Store
  • Modify the Email Template
  • Enforce Email Authentication for a Role in an Identity Store

Enable Email Authentication for an Identity Store

The email authentication type must be enabled for an identity store before users can use it for second factor authentication and multifactor authentication.

To enable it, see the Enable Authentication Types topic.

Modify the Email Template

You can modify the subject line and body text of the email sent to users. The email contains a confirmation code that users have to enter in Directory Manager to enroll/authenticate their accounts.

To modify the subject line and body of the email:

  1. In Admin Center, click Notification Editor at the bottom of the left navigation pane.
    The Notification Editor is displayed.

  2. By default, notifications templates are displayed in US English. You can select a different language to customize notification templates for that language.

    1. To select a language, click Filter.
    2. On the Filter(s) dialog box, use the Locality drop-down list to select the ISO code for your required language.
    3. Click Apply.
  3. Search for AccessCodeEmail and click Edit in the Actions column to open it.

    accesscode

  4. You can view the notification content in two distinct modes:

    • Source Code (HTML) - This is the default mode, as shown in the figure above. You can make changes to the notification template in this mode.
    • Interactive - This is the user-friendly, front-end view. Use it to view the email notification, as it will be sent to users.
  5. Modify and format the text of the email, except the [USER] and [CODE] placeholders.
    Directory Manager replaces [USER] with the name of the user and inserts a randomly generated verification code into the [Code] placeholder. The user must enter this code in Directory Manager to enroll and authenticate.

  6. Click the Title tile to change the subject line of the email notification.

  7. After making the required changes, click Save.

  8. Click Go Back to return to the Notification Editor.

Enforce Email Authentication for a Role in an Identity Store

To enforce an authentication type, see the Enforce Authentication Types for Multifactor Authentication topic.

Role members must use an enforced authentication type for multifactor authentication. When an authentication type is enabled but not enforced, role members can choose to use it for enrollment and authentication.

See Also

Set Up Authentication Types

The following topics guide you on how to set up different authentication types for an identity store and enforce them for a security role.

See Also

Set up Authentication via Security Questions

Directory Manager provides a list of predefined security questions. This list can be referred to as the global question pool, as it is available to all identity stores in Directory Manager. You can add and remove questions to this pool.

Use the questions from the global pool to create a local pool of security questions for each identity store. Questions in the local pool are available to identity store users for enrolling with the security questions authentication type.

You can also specify the following settings for a user role in an identity store:

  • The number of questions role members must use for enrollment and authentication
  • The minimum answer length

What do you want to do?

  • Modify the Global Question Pool
  • Modify the Local Question Pool
  • Enable Security Question Authentication for an Identity Store
  • Enforce Security Question Authentication for a Role in an Identity Store
  • Specify Policies for Security Question Authentication

Modify the Global Question Pool

See the Manage the Global Question Pool topic.

Modify the Local Question Pool

See the Manage the Local Question Pool topic.

Enable Security Question Authentication for an Identity Store

The security question authentication type must be enabled for an identity store before users can use it for second factor authentication and multifactor authentication.

To enable it, see the Enable Authentication Types topic.

Enforce Security Question Authentication for a Role in an Identity Store

To enforce an authentication type, see the Enforce Authentication Types for Multifactor Authentication topic.

Role members must use an enforced authentication type for multifactor authentication. When an authentication type is enabled but not enforced, role members can choose to use it for enrollment and authentication.

Specify Policies for Security Question Authentication

See the Define Security Question Settings for a Security Role topic.

See Also