CFG Self Service Portal Guide 2018 · CFG Self Service Portal Guide 2018 ~ 7 ~ How to Unlock your...

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CFG Self Service Portal Guide 2018 ~ 1 ~ CONTENTS CFG Self Service Portal Enrollment ........................................................................... 2 How to change your password using the CFG Self Service Portal ........................ 5 How to Unlock your Account using the CFG Self Service Portal ........................... 7 How to setup the CFG Mobile Service App ……………………………….................... 9 Using the CFG Mobile Self Service App to Reset your Password ........................ 12 Using the CFG Mobile Self Service App to Unlock your Account …………………… 16 Accessing the CFG Self Service Portal from CFG Webmail ……………………………. 20

Transcript of CFG Self Service Portal Guide 2018 · CFG Self Service Portal Guide 2018 ~ 7 ~ How to Unlock your...

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CONTENTS

CFG Self Service Portal Enrollment ........................................................................... 2

How to change your password using the CFG Self Service Portal ........................ 5

How to Unlock your Account using the CFG Self Service Portal ........................... 7

How to setup the CFG Mobile Service App ……………………………….................... 9

Using the CFG Mobile Self Service App to Reset your Password ........................ 12

Using the CFG Mobile Self Service App to Unlock your Account …………………… 16

Accessing the CFG Self Service Portal from CFG Webmail ……………………………. 20

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CFG Self Service Portal Enrollment

Click on the following link: https://selfservice.cfgpc.com To register into the system, you need to Log on with your network credentials. This is the same username and password you use for your email or to log onto your work computer. For those that work offsite and may not be familiar with what your username is, it is your email address without the @cfgpc.com or @in-sight.net

Upon logon, you will be greeted with a small popup window requiring you to enroll. This is mandatory to

be able to verify your identity later when you need to reset your password or unlock your account. Click

on the “Click Here” button to begin the enrollment process.

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The system will automatically re-direct to the User Registration screen where you are presented 5

Security Questions and Answers. To continue, simply select 5 questions and type in the 5 answers to set

your Security Questions. Make sure to pick 5 questions you will remember the exact answers to as you

will be asked for them later should you need to reset your password or unlock your account.

If you are not familiar with Google Authenticator then go ahead and hit the “Enroll” button to finish. If

you are familiar with Google Authenticator and would like to use that, continue on to the next page to

enroll that with that option as well.

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To add this to your Google Authenticator App simply open the Google App, add an account, and scan the

QR Code shown on the enrollment screen (not the one below). Google Authenticator will give you back

a code, enter this into the box on step 3 and hit the “Enroll” button.

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How to change your password using the CFG Self Service Portal

Note: The system will give you 5 minutes to complete this step, if time runs out you must start the process over again. There is a timer displayed in the top right corner during the process.

1. Click the Link or goto https://selfservice.cfgpc.com to access the CFG Self Service Portal. 2. Click the Key Icon where it says “Forgot Your Password”

Enter your username into the username box and hit the “Continue” button

What verification options you selected during enrollment will determine if you are presented with a list

of choices or just your security questions. If you chose to use Google Authenticator or the Mobile App as

well as your questions you will be able to choose how you wish to verify yourself.

After selecting your preferred method, enter the Captcha code at the bottom and hit the “Continue”

button.

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If you only used Security Questions you will be presented with those instead of the choices above. You

will be presented with 2 random questions. Type in the answers you set up during Enrollment, enter the

Captcha Code at the bottom and click on the “Continue” button to move to the next step.

Once you have properly answered your security questions you will be prompted for your new password.

Make sure that your new password meets all the requirements or it will be rejected by the system and

you will have to attempt a different one. Once you have your password typed into both fields, enter the

Captcha Code and click the “Reset Password” button.

If your password meets the requirements you will see a green box pop up stating your password has

been successfully reset.

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How to Unlock your Account using the CFG Self Service Portal

If your account is locked, you can fix that using the Self Service Portal as well. This will happen if there

are too many incorrect passwords entered in a short amount of time.

1. Click the Link or goto https://selfservice.cfgpc.com to access the CFG Self Service Portal. 2. Click the Lock Icon where it says “Is Your Account Locked?”

As with resetting your password, you will be asked to enter your username. Enter your username in the

username box and click the “Continue” button.

What verification options you selected during enrollment will determine if you are presented with a list

of choices or just your security questions. If you chose to use Google Authenticator or the Mobile App as

well as your questions you will be able to choose how you wish to verify yourself.

After selecting your preferred method, enter the Captcha code at the bottom and hit the “Continue”

button.

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If you only used Security Questions you will be presented with those instead of the choices above. You

will be presented with 2 random questions. Type in the answers you set up during Enrollment, enter the

Captcha Code at the bottom and click on the “Continue” button to move to the next step.

After answering your questions you will be asked one more time to enter a Captcha Code, enter it and

click the “Unlock Account” button.

If your account was successfully unlocked, you will see a green box appear stating that your account has

been unlocked successfully.

If your account was not locked, you will receive a red box stating that your account could not be

unlocked because the account was not in a locked state. If you receive this, chances are you are using

the wrong password, click the “Back to Home” link at the bottom right and try resetting your password.

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How to setup the CFG Mobile Service App

For Android devices you can download the Android App from the Play Store https://play.google.com/store/apps/details?id=com.manageengine.adssp.passwordselfservice

For Apple devices you can download the iOS App from the Apple Store https://itunes.apple.com/in/app/adselfservice-plus/id731391592?mt=8

After you have downloaded the App, log into the SelfService Portal. On your device, launch the ADSelfService Plus App. On the initial screen that comes up tap “Server Settings” to continue. On the Server Settings screen in the bottom left corner tap Scan QR Code

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The next screen tells you to log into the Self Service Portal which you should already be logged in to. Go

ahead and tap the “OK, Got It?” at the bottom to proceed to the scanning screen.

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Now go back to the Self Service Portal and click the “Mobile Access” button in the top right. This will pop

a small window on the screen that has instructions and a QR Code. Aim your device’s camera at the QR

Code on the screen and when it’s within the green square of your device it will automatically scan the

code and enter the settings and save, putting you back at the initial screen where you started.

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Using the CFG Mobile Self Service App to Reset your Password

The Mobile Self Service App will allow you to reset your password just like the website, only with the

convenience of being able to do it from anywhere even when a computer is not available.

When you launch the app you will be presented with the same options as on the website. Choose

Password Reset and you will be presented with User Verification. It will first ask you for your username,

type it in and tap “Next”.

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If you selected to enroll with Google Authenticator as well as the security questions you will be

presented a screen with the two options, choose the option you wish to use and tap “Next”.

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If you just enrolled with Security Questions you will skip the choice screen and be presented with 2 of

your selected Security Questions. Type in the appropriate answers and tap “Next”. On the next screen

type in the new password you wish to use and tap “Reset”

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Once you have tapped “Reset” a small message will pop up telling you your password is being reset.

Note: this can take 30 second to a minute to complete so please be patient. If your password meets all

of the requirements and is successfully reset, another message will appear telling you it was successful.

Tap “OK” and you are done.

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Using the CFG Mobile Self Service App to Unlock your Account

The Mobile Self Service App will allow you to unlock your account just like the website, only with the

convenience of being able to do it from anywhere even when a computer is not available.

When you launch the app you will be presented with the same options as on the website. Choose

Account Unlock and you will be presented with User Verification. It will first ask you for your username,

type it in and tap “Next”.

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If you selected to enroll with Google Authenticator as well as the security questions you will be

presented a screen with the two options, choose the option you wish to use and tap “Next”.

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If you just enrolled with Security Questions you will skip the choice screen and be presented with 2 of

your selected Security Questions. Type in the appropriate answers and tap “Next”. On the next screen

you will see a green button labeled “Unlock”, simply tap this button to unlock your account.

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After you have tapped “Unlock” you will either be told the system was successful at unlocking your

account, or that your account was not locked. If the unlock was successful, you should now be able to

log in with same password you have been using without further issue. If unsuccessful, your account was

not locked and you will need to go back and reset your password.

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Accessing the CFG Self Service Portal from CFG Webmail

For the many of us that use CFG Webmail regularly to access our email, we have added a direct link to

the new CFG Self Service Portal from the Webmail logon page. Simply go to Webmail and click the

“Forgot Password” link highlighted below and it will take you right to the Self Service Portal.

As we are currently migrating our Email system to the newest Outlook platform, you may see one of two

different Webmail logon pages. Below are examples of both.