ForgeRock Identity Cloud: Enabling users to manage their own identity

Author:

Lucy Billington

Created at:

May 2023

Updated at:

Aug 2023

Overview

Enabling users to take control of their own identity information through self-service eliminates the need to depend on an organization’s support staff. This identity information may include account details and passwords, preferred multi-factor authentication (MFA) methods, privacy and consent settings, marketing preferences, and more. By adopting a self-service approach, support costs are reduced while enhancing user experience and improving customer engagement.

ForgeRock Identity Cloud offers several self-service capabilities for managing identity information. These include:

Password reset

What is it?

With self-service password reset, end users who have forgotten their password or want to change their password for some other reason can reset it themselves through a simple user interface.

How is it achieved in Identity Cloud?

Password reset is a basic capability of Identity Cloud, and provided out of the box. Options for resetting passwords are available through Intelligent Access Journeys, either as part of the authentication flow or profile management in the End User UI.

Identity Cloud includes two sample password journeys to allow end users to reset or change their passwords:

  • Reset Password

  • Update Password

The Reset Password sample journey, requests a user’s email address, checks if a user with that email exists, and if so, emails a reset link to the user. The journey then waits until the user clicks the link before presenting a password reset prompt.

https://backstage-community-prod.storage.googleapis.com/original/2X/c/c579508e1f3807e38b049e1fd3684685dca407d6

The Update Password sample journey allows end users to change their password when they are already logged in.

https://backstage-community-prod.storage.googleapis.com/original/2X/0/0c4bc3da391a5293c5ac5950ad94db1a516ed2e3

You would typically add the Update Password journey to the user’s profile settings. By default the journey is started from a “Reset” link on the end user’s Sign-in & Security settings in the End User UI:

https://backstage-community-prod.storage.googleapis.com/original/2X/8/8bff63a05db0e00efbfd35270d739863fb7bd5d9

You can easily adapt these sample journeys or create new password journeys to meet the needs of your organization.

To add additional security to your password journeys, ForgeRock supports multiple out-of-band verifications, including CAPTCHA integration, knowledge-based answers (KBAs), one-time passcode (OTP), and push notifications. You may also want to incorporate biometric authentication or third-party identity proofing nodes. See Extend journeys with ForgeRock Marketplace nodes for further information.

For further information on achieving self-service password reset with Identity Cloud, see:

Business benefits

CIAM: By implementing a straightforward self-service password reset solution in Identity Cloud, you can drastically reduce the volume of calls to the help desk, while enhancing the overall user experience.

Workforce: Self-service empowers workforce users by giving them more control and choice and reducing their dependency on central IT teams. Reduced support call volume and associated costs and increases the productivity of your workforce users.

MFA method management

What is it?

With self-service MFA method management, end users can enroll, update or delete the MFA options they want to use without needing to contact a help desk.

How is it achieved in Identity Cloud?

Users can manage their MFA methods at any time through the Sign-in & Security settings in the Identity Cloud End User UI:

https://backstage-community-prod.storage.googleapis.com/original/2X/0/0298a782872740af798c3c33ed42f6b92ba5b50c

This allows users to view, rename and remove the devices and push methods used for MFA.

https://backstage-community-prod.storage.googleapis.com/original/2X/9/9fa69cc90af9aaac386ba62c452cdaa0ce5aa2f4

For further information on achieving self-service MFA method management with Identity Cloud, see:

Business benefits

Allowing users to enroll, update or delete the MFA methods they want to use empowers them to tailor the authentication experience according to their preferences and convenience. This improves user satisfaction and reduces reliance on IT support for MFA-related tasks.

What is it?

With self-service privacy and consent management, end users can control what happens to personal data by allowing them to choose and manage with whom and for what reasons their data is shared.

How is it achieved in Identity Cloud?

Users can manage their privacy and consent at any time through the account profile settings in the Identity Cloud End User UI.

The following privacy and consent options are available:

  • Authorized Applications: Revoke a client application’s access to the user’s personal information.

    https://backstage-community-prod.storage.googleapis.com/original/2X/8/856591620b986fee6baf09b319a8ec217fb4f8b6

  • Personal Data Sharing: Allow or deny sharing of data, such as email addresses, with third parties for marketing purposes.

    https://backstage-community-prod.storage.googleapis.com/original/2X/d/dc6674453bb6560be794066b3b6ead4e560445fa

NOTE: The Authorized Applications and Personal Data Sharing options are not enabled by default in the End User UI. An administrator can add them via the Identity Cloud Admin UI, in Hosted Pages > Account Pages > Layout.

For further information on achieving self-service privacy and consent management with Identity Cloud, see:

Business benefits

Allowing users to manage privacy and consent is critical for maintaining compliance with current data privacy regulations such as the European Union General Data Protection Regulation (GDPR) and the California Consumer Protection Act (CCPA).

Privacy regulations such as GDPR mandate that users have control over their personal data, including privacy, security and usage preferences. For global and regional compliance, it is imperative that CIAM platforms include privacy and consent mechanisms.

Further, allowing users to manage their own accounts rather than relying on an organization’s support staff not only reduces support costs, but also improves user experience and customer engagement.

User profile and data management

What is it?

With self-service user profile and data management, end users can create, update and delete information about themselves in the identity management system. This may include their address, contact details, or other information.

How is it achieved in Identity Cloud?

Users can manage their own profile and account details at any time through the profile settings in the Identity Cloud End User UI. This includes personal data with the rights to correct, modify and delete personal data.

The following profile and data options are available:

  • Edit Personal Info: Update personal information.

    https://backstage-community-prod.storage.googleapis.com/original/2X/3/35c3133ae21d541cd8f7c05fe61e25dbf7908f6f

    https://backstage-community-prod.storage.googleapis.com/original/2X/a/ad72cd07264629167fce8823e61b29e398fb970b

  • Account Controls: Download the account profile data, including personal information, account activity (the last time it was updated), device data, privacy and consent agreements, or delete the account:

    https://backstage-community-prod.storage.googleapis.com/original/2X/3/32857e99453c59d2670ec4e8debd49047f38b14d

NOTE: Account Controls are not enabled by default in the End User UI. An administrator can add them via the Identity Cloud Admin UI, in Hosted Pages > Account Pages > Layout.

For further information on achieving self-service user profile and data management with Identity Cloud, see:

Business benefits

Self-service management of personal data is critical for maintaining compliance with current data privacy regulations such as the European Union General Data Protection Regulation (GDPR) and the California Consumer Protection Act (CCPA).

Privacy regulations such as GDPR mandate that users have control over their personal data, including usage preferences and “the right to be forgotten” (account deletion). For global and regional compliance, it is imperative that CIAM platforms include user profiles and data management.

Further, allowing users to manage their own accounts rather than relying on an organization’s support staff not only reduces support costs, but also improves user experience and customer engagement.

User device management

What is it?

With self-service user device management, end users can manage the devices that are associated with their accounts such as mobile phones, tablets and smart devices.

How is it achieved in Identity Cloud?

Intelligent Access Journeys can be configured with device nodes to facilitate the registration of devices to the user’s account. For further details see Use case: Allow end users to manage trusted devices in ForgeRock Identity Cloud.

Users can track any devices paired with their account (known as trusted devices) through their account profile settings in the Identity Cloud End User UI:

uc_trusted_device

Users can also remove trusted devices from their accounts.

uc_remove_device

For further information on achieving self-service user device management with Identity Cloud, see:

Business benefits

Allowing users to manage their own trusted devices adds another layer of security as well as a better user experience. User journeys can use information about the device’s security posture to add more context to the decision to allow or reject a self-service task. This allows you to have a fast lane for trusted devices and a slow lane with added friction for unknown devices.

Personalization

With personalization, users can decide how and when they want to be communicated with and what methods and devices are used to authenticate.

How is it achieved in Identity Cloud?

Intelligent Access Journeys provide the flexibility to allow users to select different options for authentication and communication while gathering additional information on users at particular time intervals or information access requests.

One example is to create a custom journey that offers a choice of MFA options to the user, including push notification, one-time passcode and security key (Webauthn), similar to this:

https://backstage-community-prod.storage.googleapis.com/original/2X/e/e485bced0f15aeb3d539a75fade73a4552d18733

See here for a demonstration of this exmple journey.

Another example is to allow users to choose their marketing and news and updates preferences during a Progressive Profile journey.

https://backstage-community-prod.storage.googleapis.com/original/2X/8/89b3159c46055bd2e24b9d6c6f7453eff6ae937f

Users can manage their marketing and news and updates preferences at any time through the profile settings in the Identity Cloud End User UI.

https://backstage-community-prod.storage.googleapis.com/original/2X/2/2c90cb76b125e65e6ca4cc642902198dda519746

For further information on achieving user personalization with Identity Cloud, see:

Business benefits

Allowing users to make choices about their communications and authentication methods gives users control and choice while enhancing the overall user experience. It also enables organizations to gather identity information on their users so that they can tailor communications to address their interests effectively.

Self-service management of marketing preferences is also critical for maintaining compliance with current data privacy regulations such as the European Union General Data Protection Regulation (GDPR) and the California Consumer Protection Act (CCPA). Privacy regulations such as GDPR mandate that users have control over their personal data, including “the right to object to processing”.