ART User Manual - SAEI

ART User Manual for SAEI

Shrink IT << Grow Digital >>

VERTICALS

VERTICALS

Content Area Content Area Content Area Content Area

Content Area Content Area Content Area

Content Area Content Area Content Area Content Area

Content Area Content Area Content Area

Content Area Content Area Content Area Content Area

Content Area Content Area Content Area

Content Area Content Area Content Area Content Area

Content Area Content Area Content Area

Content Area Content Area Content Area Content Area

Content Area Content Area Content Area

1

Version History

Version Document Owner Revision

Date Document Approver

Approval Date

Reason

1.0 25/09/2020 Initial Draft

2

Table of Contents 1 Introduction............................................................................................................................................................. 3

1.1 Document Purpose ........................................................................................................................................... 3

1.2 Document Structure and Conventions .............................................................................................................. 3

1.3 Intended Audience ........................................................................................................................................... 3

2 Overview ................................................................................................................................................................. 4

3 Features ................................................................................................................................................................... 5

3.1 User Enrollment / Update ................................................................................................................................. 6

3.1.1 Authentication .......................................................................................................................................... 6

3.1.2 Validation ................................................................................................................................................. 7

3.1.3 Questionnaire ........................................................................................................................................... 8

3.2 Unlock Account: For Account Lockout Cases ..................................................................................................... 9

3.2.1 User ID ...................................................................................................................................................... 9

3.2.2 Authentication Type.................................................................................................................................10

3.3 Reset Password: For Forgotten or Expired Password Cases ..............................................................................11

3.3.1 User ID .....................................................................................................................................................11

3.3.2 Authentication Type.................................................................................................................................12

3.3.3 Reset Password ........................................................................................................................................13

3.4 Change Password: For Changing Current Passwords ........................................................................................14

4 Advantages .............................................................................................................................................................15

3

1 Introduction

1.1 Document Purpose

This document serves as the user manual for the Account Recovery Tool (ART).

1.2 Document Structure and Conventions

This document is divided into the following major sections:

Introduction: Details the document purpose, structure, and intended audience

Overview: Provides an overview of the ART Self-Service Portal

Features: Provides a summary of the various features in the ART Self-Service Portal and detailed procedures to use these features

Advantages: Provides a list of advantages of using the ART Self-Service Portal

1.3 Intended Audience

This document is intended for use by SAEI.

4

2 Overview

ART Self-Service Portal is an easy to use web service, which allows users to independently enroll, unlock their accounts, reset their forgotten passwords, and change their passwords, when needed.

Gone are the days of calling the Service Desk, waiting in queues for your turn and getting your account unlocked. The ART Self-Service Portal has been designed to minimize the loss in productivity for all employees when faced with locked out accounts and expired passwords.

A new user should enroll in ART; until then, the Unlock Account, Reset Password, and Change Password options are disabled.

5

3 Features

The ART Self-Service Portal has been built to be not just user friendly and intuitive, but also quick and secure in its functionalities. The portal can be accessed on laptops, tablets, and even mobile phones, maximizing ease of use for employees. It validates user identities through security questions.

Image 1: Account Recovery Tool Self-Service Portal

The ART Self-Service Portal offers the following 4 options to its users:

User Enrollment/Update: For Enrolling New Users and Updating User Details

Unlock Account: For Account Lockout Cases

Reset Password: For Forgotten or Expired Password Cases

Change Password: For Changing Current Passwords

6

3.1 User Enrollment / Update

User Enrolment is the most important step in the functionality of the ART portal. It is a three-step process that ensures the user can avail the full suite of features that ART has to offer:

3.1.1 Authentication

1. Users are asked to log in to the portal using their account ID and password.

2. This process has been designed with the objective of storing information relevant to each and every user of the tool and make the process of Self Service of Account Unlock and Password Reset easy for them.

Image 2: Authentication during Enrollment

7

3.1.2 Validation

1. To ensure safety and to take precautions against hacks, a level of authentication is performed, generally by enquiring about Security Questions of the users.

Image 3: Validation during Enrollment

8

3.1.3 Questionnaire

1. The final step requires the users to answer a wide variety of questions.

2. The answers that the user provides will be stored in the tool and used for the purpose of future verification if the users forget the password or need to unlock their account.

3. A mismatch in the answers will disable this self-service facility for that user.

Image 4: Questionnaire during Enrollment

9

3.2 Unlock Account: For Account Lockout Cases

This feature of the ART Self-Service Portal allows the user to avail the Security Questions to unlock their locked out accounts, bypassing the need to call the Service Desk for assistance.

3.2.1 User ID

1. The users are required to enter their employee ID to start the unlock process for their account.

2. When the users choose this option, a ticket is generated for them concerning the end-to-end functions of this process.

Image 5: User ID to Unlock Account

10

3.2.2 Authentication Type

1. Here, the users can choose an option to unlock their account by answering their security questions.

2. If the users choose the security questions option, they will be asked up to 3 questions and have to answer them correctly to unlock their account.

Image 6: Security Questions to Unlock Account

11

3.3 Reset Password: For Forgotten or Expired Password Cases

3.3.1 User ID

1. The users are asked to enter their employee id to start the process to reset their account password.

2. When the users choose this option, a ticket is generated for them concerning the end-to-end functions of this process.

Image 7: User ID to Reset Password

12

3.3.2 Authentication Type

1. Here, the users can choose an option to reset their Account Password by answering their security questions.

2. If the users choose the security questions option, they will be asked up to 3 questions and have to answer them correctly to reset their account password.

Image 8: Security Questions to Reset Password

13

3.3.3 Reset Password

1. The users, after answering their security questions correctly, are then allowed to reset their password.

2. As per the company policy, the history of passwords set by a user will be referred to, during the password reset process. The users will not be allowed to set a password that matches with any one of their last 12 passwords.

Image 9: Reset Password

14

3.4 Change Password: For Changing Current Passwords

1. The Change Password option allows the users to change their passwords while they still remember their old password.

2. The users are requested to enter their old password and a Captcha text. On filling all the fields correctly, the users can change their existing password.

3. As per the company policy, the history of passwords set by a user will be referred to during the password reset process. The users will not be allowed to set a password that matches with any one of their last 12 passwords.

Image 10: Change Password

15

4 Advantages

Some advantages of using the ART Self-Service Portal are:

End-to-end data encryption that limits the risk of social hacks throughout the process

Easy to use web interface that allows users to manage their passwords