required-actions.adoc

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

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 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

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 {{book.developerguide.name}} for more information on extending and creating themes.