Enroll in self-service and restore access to your account

Overview

Using Web Portal in Cayosoft Administrator, any user enrolled for password self-service can reset their password. This article covers steps to enroll in self-service and reset a password in the Cayosoft AdministratorWeb Portal.

Enroll

1. The enrollment process starts with an email notification—click the enroll link to configure your account. The link should lead you to the Web Portal login page.

2. When you click the link, the Web Portal login page opens. Specify your account credentials to login.

   IMPORTANT    Depending on internal policies in your company, Web Portal may use a single sign-on login or a regular login and password combination. If unsure, ask your IT administrator for guidance.

3. After you successfully login, an Enroll or update my account window will be prompted. To enroll, select and set up one or more (if applicable) options to verify your identity during a password reset:

   • Preset security questions.

   • Authenticator app that generates time-based one-time passwords.

   • Alternative email to receive time-based one-time passwords.

4. When ready, click Update enrollment to save the changes and use the configured method next time when reseting the password.

Review the steps to configure each verification method in the following sections.

Security questions

Answer fixed security questions to verify your identity when you reset your password or attempt to unlock your account. Refer to the following steps:

1. In the self-service portal, click Update my self-service details pane. You also can use the enrollment link to immediately access the enrollment window.

2. In the Enroll or update my account window, review the Self-service questions section. To enroll, answer the questions using corresponding fields. If you prefer to answer a different question, click a drop-down icon in the relevant question field to expand the selection and pick an appropriate question.

3. To complete the enrollment, click Update enrollment.

Authenticator app

IMPORTANT    Your authenticator app may support different types of setup keys (e.g., time-based key, counter-based key, etc.). When you set up an authenticator entry for the self-service Web Portal, explicitly pick a time-based entry, if multiple options are presented.

You can set up an authenticator app to generate time-based one-time passwords to verify your identity when you reset your password or attempt to unlock your account. The list of supported authenticator apps includes but is not limited to Microsoft Authenticator, Google Authenticator, etc. Refer to the following steps to set up an authenticator app:

1. Download an authenticator app. Set up app backups as needed. Cayosoft Administrator does not require any additional setup performed in the authenticator app.

2. In the self-service portal, click Update my self-service details pane. You also can use the enrollment link to immediately access the enrollment window.

3. In the Enroll or update my account window, locate the Authenticator app option and click the Set up authenticator app button to proceed.

4. The new window features both a QR code and a setup key—use one to set up an authenticator entry. Follow the setup process in your authenticator app to configure an entry.

5. When the authenticator app entry is ready, type the 6-digit code prompted in the authenticator app in the Web Portal setup window and click Verify to save changes.

6. To complete the enrollment, click Update enrollment.

Alternative email

Set up a secondary email to receive time-based one-time passwords to verify your identity when you reset your password or attempt to unlock your account. Refer to the following steps:

1. In the self-service portal, click Update my self-service details pane. You also can use the enrollment link to immediately access the enrollment window.

2. In the Enroll or update my account window, locate the Alternative e-mail address option and click the Configure email button to proceed.

3. Paste your alternative email in the empty field in the first step and click Send verification code.

4. Type in the code in the third step and click Verify to save changes.

5. To complete the enrollment, click Update enrollment.

Restore access to your account

When you have enrolled for self-service, you can use the portal to reset your password or unlock you account. Both actions follow the same workflow; refer to the following steps to restore access to your account:

1. Open your web browser and follow the URL for theWeb Portal.

2. On the sign-on screen, click I forgot my password or My account is locked. The buttons may have a different name; refer to the

3. Enter your sign-on name in the name@domain.com or using the domain\username format.

4. Click Next.

5. Enter the answers to the questions that are presented.

6. Click Next.

7. Enter and confirm a new password.

8. Click OK.

A success message is displayed confirming the password reset was completed.