Configure Security Attributes

The first step of the activation portal configuration is to define which security attributes you want to use. For the activation portal to be launched it requires at least one security attribute containing a unique value. The user date of birth would not be classed as unique as multiple people within the organisation could share the same birth date.

You can however use the date of birth alongside a unique security attribute such as an employee id, passport number or any other unique identifier that is known to the user.

Activation Portal - No Security Attributes

Graphical user interface, application, Teams Description automatically generated when you navigate to the URL that is shown to you in the third step of the activation portal settings without any security attributes created or activated, you’ll get a page it will inform you that the security fields are not configured.

To present the security attributes on the activation portal, you will need to create or activate the security attributes that you want to use within the ”activate portal” settings.

Activation Portal – Create Security Attributes

When you click on the “activate portal” page within the “user management”, you will see a list of attributes that are activated or deactivated. In the case that there are no security attributes available, you can create the “Add new attribute” to create a new security attribute.

Once you have clicked on the “Add new attribute” button, a window will appear where you can select an existing attribute as a security attribute or create a new custom security attribute.

Configure Existing Attribute

The first part of the “Create new attribute” window will allow you to select an existing user attribute and configure it as a security attribute

When you click on “Create”, the field will be added to the list of available security attributes. By default, the status will be set to deactivate and you will need to manually activate the field before it is enabled on the activation portal. Once you have selected the existing attribute as a security attribute, the existing attribute will be greyed out from the list and you will not be able to configure it a second time.

Create a New Security Attribute

The second option is to “Create a custom attribute” which will allow you to create a new security attribute. This is located at the bottom of the “Add new attribute” window. When you choose to create a new security attribute, you will need to enter a custom attribute name, custom attribute description, and a custom attribute type.

• Custom attribute name: The name that will be visible in the security attribute area when you create or edit a user and the label that will be shown on the activation portal.
• Custom attribute description: The text of the tooltip that is shown on the activation portal when you hover over the help icon.
• Custom attribute type: You will be able to set the attribute type to text, number, or date

Once all of the required fields to create a custom security attribute are entered, you will be able to click on the “Create” Button. When you click on the “Create” button, the custom security attribute will be visible in the list of security attributes. By default, the status will be set to deactivate and you’ll need to manually activate the field before it’s visible on the activation portal.