With CloudCodes For Business, the admin can easily use the self-password policy to enable the employees to reset their passwords themselves. In case, the password is forgotten then there is no need to take anyone’s help. 

  1. On the dashboard, select the “Self Password Option” from the drop-down menu under the heading "Policies.”

  2. Once you have selected the self-password option, various settings come as follows:

  • Title: Name your policy to identify it later when you want to make changes quickly.

  • Description: A short description to help understand the policy if more than one admin is managing the account.

  • Enabled: For some reason, if you want the policy to be disabled for some time and re-enabled, you can check or uncheck the “Enabled” option as shown above.

  • Valid Always: You can decide the validity of the policy with the "Valid Always button. Toggling this you can say whether you want a policy for a stipulated time or a policy which is always applied.

  • Valid From and Valid To: If Valid Always is off, then you will have to provide the date range for which the policy needs to be applied. This way admin need not manually turn off the policy.

  • Next, you have to select from the three options to Retrieve the Password

       A. OTP

       B. Questionnaire

       C. Google Authenticator

On selecting OTP, it simply uses the registered phone number for resetting. Then from the list box, select “Number of Attempts Allowed” and “Skip Attempts”.

  • On selecting the “Questionnaire” option, the admin has to set various options

  • Select the number of questions

  • Check the box to “Enable Random Question.”

  • Choose “Number of Random Questions” from the list box.

  • Specify “Number of Attempts” Allowed

  • Specify “Skip Attempts Allowed.”

This is how you can easily complete the whole process of self-password setup.

  • In the case of the Questionnaire, At the bottom of the page, there is a Question Bank where the admin has to Enter Questions to add them to the question bank. Lastly comes the check All OUs to implement your policy to all users or you can implement it on selected users too

  • The end User has to undergo any of the two options (OTP/Questionnaire) as per the policy set. 

Questionnaire: As per the policy set by admin, after login to the end user will ask to set answers for questions. In this user can skip the questions for the set attempts. After completion of these attempts, he has to set answers forcefully. Users can use these answers to reset their password through self-password by answering correctly it redirects to the change password page from where the password can be changed 

OTP: The end user can reset his password through OTP using his registered mobile number.

Google Authenticator: The end user can use the Google Authenticator code to reset the password.

Add Users: This section is dependent on the option selected in the option type

  1. User-based: You can apply policies to specific users. In this case, the message is shown only to the users to whom the policy is applied. Admins can also add users one by one using the Add User button or add users in bulk using a CSV file import. 

  2. Organization unit-based: A simpler way of applying policy on bulk users. This will apply policy to the Organization units created in CloudCodes For Business Console  

  3. All OU: If the add-all OU checkbox is checked, the policy gets applied to all the domain users.