Self-Serve Portal

The Self-Serve Portal lets employees reset their passwords and MFA credentials on their own. The portal uses Incode biometric verification to confirm the employee's identity before allowing any credential changes.

Self-Serve Flow

1. Log in: The employee navigates to the Self-Serve Portal and enters their work email. Incode checks that the email exists in the connected directory.
2. Complete verification: The employee scans a QR code or requests an SMS link to complete identity verification on their mobile device. Verification includes a selfie liveness check.
3. Reset credentials: After successful verification, the browser redirects the employee to the portal where they can reset their password or MFA credentials.

Key Features

• IAM integration: The portal displays available reset options based on your organization's connected IAM providers, such as Okta, Microsoft Entra, or Ping Identity.
• Self-serve reset options: Employees can reset their MFA authenticator or password directly from the portal.

After selecting a reset option, the employee receives an email from their IAM provider with instructions to complete the process.

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Note

Note: Okta super admins cannot reset their password or MFA using the Self-Serve Portal.

Set Up the Self-Serve Portal

1. Log in to Dashboard.
2. In the left menu, click Integrations.
3. Locate the Self-Serve Portal integration and open its configuration.
4. Configure the portal settings, including any linked IAM integrations such as Okta or Microsoft Entra.
5. Click Save. The portal URL is generated and goes live immediately.
6. Share the portal URL with your employees.