Exostar Identity Access Platform (SAM) User Guide July 2018

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1 Exostar Identity Access Platform (SAM) User Guide July 2018 Copyright 2018 Exostar, LLC All rights reserved. 1

2 Version Impacts Date Owner Identity and Access Management Verification ( OTP) July 2018 A. Ejantkar Platform (SAM 3.8) Restriction Copyright 2018 Exostar, LLC All rights reserved. 2

3 INTRODUCTION... 5 Exostar IAM Platform (SAM) Organization and User Types... 5 BASIC FUNCTIONS... 7 LOGIN TO YOUR EXOSTAR IAM PLATFORM (SAM) ACCOUNT... 7 Account Activation... 7 How to Login to the Exostar IAM Platform (SAM) How to Recover My Password Security Questions How to Recover My Password - Exostar Mobile ID (Powered by Authy ) How to Reset an Expired Password Security Questions How to Reset an Expired Password Exostar Mobile ID (Powered by Authy ) EXOSTAR IAM PLATFORM (SAM) PORTAL The Home Tab The My Account tab APPLICATION ACCESS RESTRICTION FOR APPLICATIONS ACCOUNT MANAGEMENT BY USER EDIT PROFILE How to Edit My Profile Shared Users VIEW ORGANIZATION DETAILS CHANGE How to Change the Address Associated with my Account CHANGE PASSWORD How to Change Your Password CHANGE SECURITY QUESTIONS How to Update Your Security Questions ONE TIME PASSWORD (OTP) Identity Proofing US Based User Proofing: Experian Proofing International-Based User Proofing Webcam Proofing OTP Registration and Management How to Register your OTP Credential Phone OTP Credential Exostar Mobile ID Credential Login with Registered Credential OTP Hardware Phone OTP Copyright 2018 Exostar, LLC All rights reserved. 3

4 Exostar Mobile ID OTP Management ACCOUNT DISABLEMENT USER SELF REGISTRATION Copyright 2018 Exostar, LLC All rights reserved. 4

5 Introduction Exostar s Identity Access Management Platform (SAM) is a consolidated portal used for account registration, authentication, and management. The authentication gateway supports secure authentication and provides access to applications and services hosted by Exostar and those managed by external entities. The objective of the Identity Access Management Platform is to consolidate registration processes for connecting partners and applications in a secure environment, while providing flexible management and invitation capabilities to application owners. Key Functions of Exostar IAM Platform (SAM) include: Extend the basic concept of Web based Single-Sign-On (SSO) to support single sign on and access to multiple applications. Support authentication credentials of varying assurance levels. Facilitate an organizational approach to registration, account management and application access. Provide organizational control over new user approval and access requests. Exostar IAM Platform (SAM) Organization and User Types Exostar IAM Platform (SAM) manages several organization types. Determining factors of the type of organization assigned include: the organization s users, the applications they need access to, and who manages those applications. Organization-Managed Organization An Organization-Managed Organization is an organization registered in Exostar IAM Platform (SAM) and managed by the organization. The Org Admin accepts the Terms and Conditions on behalf of the organization members. The organization manages and administers their own users. Org-managed organization is the only model that will permit establishing SSO / Federated access for their users. Registered and Managed by Organization Organization Administrator is responsible for all users in the organization Organization Administrator accepts T & Cs Typically larger organizations with established IT expertise Pre-requisite for establishing SSO / Federated connection Sponsor-Managed Organization A Sponsor-Managed Organization is an organization registered in Exostar IAM Platform (SAM) and managed by, the Sponsor. Members of this organization are the responsibility of Sponsor. The organization administrator accepts the Terms and Conditions on behalf of the user. As long Copyright 2018 Exostar, LLC All rights reserved. 5

6 as users are only accessing sponsor applications, the sponsor admin will have full control of the users. Once a user is subscribed to a non-sponsor app for the first time, the sponsor admin will not have full control of the user, but only their sponsor application access. Also, once users become shared, they will have to accept terms and condition. Also, once users become shared, they will have to accept terms and conditions after being subscribed to the first application belonging to a different sponsor. If any additional non-sponsored applications are added, acceptance of terms and conditions will not be required again. Sponsor Org Admin/MPA accepts T & Cs for applications associated to the sponsor Registered & Managed by Sponsor Sponsor responsible for all non-sponsor users in the organization Sponsor Org Admin/MPA accepts T & Cs for applications associated to the sponsor Users who become shared are prompted to accept Terms & Conditions Exostar-Managed Organization An Exostar-Managed Organization is an organization registered in the Exostar IAM Platform (SAM) and managed by Exostar. Users within Exostar Managed organizations accept user level Terms and Conditions. Terms and Conditions only need to be accepted one time. Adding additional applications will not require users to accept additional terms and conditions again. This type of organization is intended for independent users of the system who may not belong to a particular organization or who may need access to multiple Sponsor applications. An example of users that would belong to this type of organization would be Clinical Investigators. Registered and Managed by Exostar Users will accept T & Cs only subscribing to their first application Typically independent users that don t belong to a particular organization Users need access to multiple Sponsor applications Users will need to be added to organization by Exostar, the Sponsor Inviter API, or Adoption Module Below are examples of user roles, types and capabilities. Organization Type Organization Managed Organization (OMO) Sponsor Managed Organization (SMO) User Type Internal Employees Non-Employee External Users, Partners, Suppliers (users can access applications across sponsors while still belonging to an "Organization") Copyright 2018 Exostar, LLC All rights reserved. 6

7 Exostar Managed Organization (EMO) Individual Users (users can access applications across sponsors but DO NOT belong to an "Organization") Role OMO SMO EMO User X X Organization Administrator (OA) (Scope: Limited to Their Organization) Management Portal Administrator (MPA) (Scope: Limited to Tenancy; a Tenancy could include multiple Organizations) Service Provider Administrator (SPA) (Scope: Limited to Their Applications) X X X X X X X Basic Functions Login to your Exostar IAM Platform (SAM) Account Whether logging in to Exostar IAM Platform (SAM) for the first time, returning to the portal, or logging in via EAG, you can access the portal at Account Activation Activate Account with Username and Password Upon creation of your Exostar IAM Platform (SAM) account, you will receive notification containing the link to activate your account. The account activation process will include creation of a password, and selection of security questions. The account activation will be resent 2 times every 30 days, and new activation notifications will supersede activation links sent in previous s. Account activation must be completed within 180 days or the account will be deactivated (deleted). Once you have completed the first time login and are actively using the applications, are required to change your password every 90 days. Copyright 2018 Exostar, LLC All rights reserved. 7

8 Below are steps to complete your account activation: 1. Upon receipt of the activation notice, click the Activation Link provided in the . Note: If you do not use the link in to initiate the process, but instead choose to enter your address on the Exostar IAM Platform (SAM) login screen, you are prompted to enter captcha in order to resend Activation Enter a password and then reenter to confirm. Click Submit to continue. Note: Passwords must be 8 to 16 characters long. They must include at least 4 different characters, 1 alphabetic character, 1 numeric character, and 1 special character. Leading and trailing spaces are not allowed. Passwords will expire after 90 days. Copyright 2018 Exostar, LLC All rights reserved. 8

9 3. Create your password reset secrets by selecting and responding to four security questions. Users may have the option to add a phone number for additional security. If selected, you can choose to register a phone number in order to receive a one-time password for login assistance (not multi-factor authentication), instead of answering security questions, during account recovery. 4. Upon successful entry of authentication information (password and security questions), you will be redirected to Exostar IAM Platform (SAM) portal and your account authentication is complete. Activate Account using Enterprise Access Gateway (EAG) You can link your corporate credentials to your IAM Platform (SAM) account using EAG if your organization is setup to use the EAG service. 1. Go to 2. Enter your address. 3. The system determines if your account has EAG connection. If the system determines that your account is EAG enabled, you are redirected to your organization to authenticate. Copyright 2018 Exostar, LLC All rights reserved. 9

10 4. A cookie is stored in your browser (e.g. Internet Explorer). Subsequent EAG logins, does not require you to enter your address. Note: You may be prompted to enter your address when accessing Exostar s IAM Platform (SAM) if using a different browser from the initial browser used when EAG connection was established, when cookies are deleted from initial browser or browser settings are set to delete cookies after every session. How to Login to the Exostar IAM Platform (SAM) Once the account authentication login process has been completed and you have established your password and security questions, follow the steps below for all subsequent logins to Exostar IAM Platform (SAM): 1. Go to the Exostar IAM Platform (SAM) login portal: 2. Enter your User ID or address. Click Continue. SSO/EAG users will have a cookie installed which redirects to your organization R-IdP. If the user deletes the cookie or uses another browser, entering the address will redirect the user to the proper R-IdP. 3. Enter your password. Click Login. Note: If the system recognizes that your account has not completed the activation process, you are prompted to resend the activation . Copyright 2018 Exostar, LLC All rights reserved. 10

11 4. Upon successful login, the Exostar IAM Platform (SAM) Home tab is presented. The home tab includes access to you active applications and organization information. Click an application in the My Applications section to launch the solution. Note: In some cases, you may be prompted to accept Terms and Conditions the first time you access an application. Please contact Exostar Customer Service for more information. How to Recover My Password Security Questions Follow the steps below if you Forgot Your Password: 1. Go to the Exostar IAM Platform (SAM) login page at Enter your User ID or address and click Continue. Copyright 2018 Exostar, LLC All rights reserved. 11

12 2. Click Forgot Password link. 3. Enter your user ID. Click Continue. Copyright 2018 Exostar, LLC All rights reserved. 12

13 4. Select and answer two of your security questions that were established during account activation. Click Continue. 5. Enter your new password. Reenter the password for confirmation. Click Submit. Reminder: Passwords must be 8 to 16 characters long. They must include at least four different characters, one alphabetic character, one numeric character, and one special Copyright 2018 Exostar, LLC All rights reserved. 13

14 character. Leading and trailing spaces are not allowed. Passwords will expire after 90 days. A confirmation page is displayed confirming that the password has been changed. How to Recover My Password - Exostar Mobile ID (Powered by Authy ) Repeat steps 1-4 above. On step 4, click Continue and complete the following steps: 1. On the Mobile Credential Authentication screen, click OneTouch or enter the 6-digit code displayed in the Authy app on your smartphone. a. To retrieve the 6-digit code, open the Authy app on your Smartphone. b. Enter the 6-digit code into the field provided on the Mobile Credential Authentication screen and click Submit. Copyright 2018 Exostar, LLC All rights reserved. 14

15 c. If OneTouch is selected, a push notification is sent to the Authy application on the mobile device tied to your user profile. Note: The system will wait for a considerable amount of time for the user to approve the push notification before timing out. d. Click Approve. Note: If Deny is selected or the system times out, users will be redirected to the selection screen to reselect their password reset method. 2. Follow step 5 above to create your new password. Copyright 2018 Exostar, LLC All rights reserved. 15

16 How to Reset an Expired Password Security Questions Exostar IAM Platform (SAM) passwords are set to expire after 90 days. If you attempt to login and your password expired, follow the steps below to reset: 1. After a failed login attempt due to an expired password, click Reset Password. 2. Enter your user ID. Click Continue. Copyright 2018 Exostar, LLC All rights reserved. 16

17 3. Select and answer two of your security questions established during account activation. Click Continue. 4. The Create New Password page displays. Enter your new password and reenter the password for confirmation. Click Submit. Reminder: Passwords must be 8 to 16 characters long. They must also include at least four different characters: one alphabetic character, one numeric character, and one special character. Leading and trailing spaces are not allowed. Passwords expire after 90 days. A confirmation page displays once you change your password. Copyright 2018 Exostar, LLC All rights reserved. 17

18 How to Reset an Expired Password Exostar Mobile ID (Powered by Authy ) Repeat steps 1-3 above. On step 3, click Continue and complete the following steps: 1. On the Mobile Credential Authentication screen, click OneTouch or enter the 6-digit code displayed in the Authy app on your smartphone. a. To retrieve the 6-digit code, open the Authy app on your Smartphone. b. Enter the 6-digit code into the field provided on the Mobile Credential Authentication screen and click Submit. Copyright 2018 Exostar, LLC All rights reserved. 18

19 a. If OneTouch is selected, a push notification is sent to the Authy application on the mobile device tied to your user profile. Note: The system will wait for a considerable amount of time for the user to approve the push notification before timing out. b. Click Approve. Note: If Deny is selected or the system times out, users will be redirected to the selection screen to reselect their password reset method. 2. Follow step 5 above to create your new password. Copyright 2018 Exostar, LLC All rights reserved. 19

20 Exostar IAM Platform (SAM) Portal When you log in to the Exostar IAM Platform (SAM) portal the landing page is displayed and consists of two functional tabs: the Home tab and the My Account tab. Home tab contains several containers of information including My Applications, My Organization, My Tasks, and Account Summary. You can open the applications you have access to from the Home tab. My Account tab allows you to edit your account profile, view organizational details, and manage address, password and security questions. Users with administrative roles will see additional tabs in the Exostar IAM Platform (SAM) portal. Administration tab is available to Organization Administrators and provides user management capabilities. New users will be created within this tab, and existing user profiles can be updated. In addition, the administrator may subscribe the organization to additional Applications. Registration Requests tab is available to Organization Administrators and is used to grant Exostar IAM Platform (SAM) account approvals and application access to users who selfregister. It is also used to approve users for OTP Token use. Provider Administration tab is available to Service Provider Administrators and is used to manage Organization and User application subscriptions and access. The SP Admin role is not an org level administrator, but rather application level administrator assigned by Exostar. Please refer to the Exostar IAM Platform (SAM) Administration Guide for more information on these roles, and the administrative functions available within SAM. Copyright 2018 Exostar, LLC All rights reserved. 20

21 The Home Tab When you log in to the Exostar IAM Platform (SAM), the Home tab is displayed featuring a dashboard of information. The page is primarily used to access your active applications. In addition to providing application access, this screen will contain summary information about your organization, tasks, and account. Note: The +Expand All Sections will expand each of the remaining containers. Each container may also be expanded individually by clicking on the containers o My Applications container: The My Applications container lists all applications that you have access to. Click the Application name to launch the solution. o My Organization container: The My Organization container provides the Organization ID and a summary of user statuses within your organization. The View Organization Details link provides access to the Organization Details page under My Account tab. o My Tasks container: The My Tasks container provides a consolidated list of to-do items with a link directly to each of the tasks. This may include Organization subscription requests as well as Password Expiration notices. o Account Summary container: The Account Summary container provides a summary of your account and your role(s) within SAM. The View Account Details link provides access to the Edit Profile page. link. Copyright 2018 Exostar, LLC All rights reserved. 21

22 The My Account tab The My Account tab allows you to manage your account profile, address, password, security questions, and to view organization details. Edit Profile allows you to update your user profile information and link your Exostar IAM Platform (SAM) account with your R-IDP account if your organization is setup for the Enterprise Access Gateway (EAG) service. View Organization Details displays information about your organization including your Organization ID. Change * allows you to update your address. Change Password* allows you change your current password. Note: The application will require you to change your password every 90 days. Change Security Questions* allows you to change the security questions that you established for your account during your first time login. OTP allows you to register, manage, or elevate the phone-based OTP functionality. * Does not apply to SSO EAG connected users. Copyright 2018 Exostar, LLC All rights reserved. 22

23 Application Access The Exostar IAM Platform (SAM) portal Home tab displays all the applications that you have been granted access to. From the Home tab, you can easily access your active applications by simply clicking on the application name. When Verification ( One Time Password [OTP]) is turned on for an application, users are required to enter a One-Time Password (OTP) code to access an application. Users receive an with an OTP code that is required to access the application. Without the code, users are unable to access the application. Verification is an additional multi-factor authentication from a security credential such as Phone OTP, Hardware OTP or Exostar Mobile ID. If you are using a security credential, you are also required to enter the additional OTP code for applications that require Verification. Access applications with Verification: 1. After completing login, click the required application. Copyright 2018 Exostar, LLC All rights reserved. 23

24 2. You are prompted to enter the OTP code. The code is sent to the address associated with your account. OTP codes expire after 5 minutes. 3. Enter the OTP code and click Submit. 4. You are granted access to the application. Failure to properly enter code or clicking Cancel will prohibit access to the application. Restriction for Applications When Restriction enabled for an application, only specified addresses and domains are permitted access to applications that have this requirement. Users whose addresses or domains are not listed are unable to access that application. If you are accessing an application that restriction is turned on, you will receive a message alerting you that you are unable to access the application. Copyright 2018 Exostar, LLC All rights reserved. 24

25 Account Management by User You can manage your account within the Exostar IAM Platform (SAM) portal on the My Account tab. The tab consists of links that allow you to: Edit Profile, View Organizational Details, and Change , Password, and Security Questions, and OTP. Edit Profile The Edit Profile Page allows you to view and modify your user profile information and allows you to link your Exostar IAM Platform (SAM) account to your Remote Identity Provider Account. Note: If your account has been linked to your corporate network account via Enterprise Access Gateway (EAG), changes you make to your Exostar IAM Platform (SAM) profile may be updated upon login by your organizations directory. How to Edit My Profile To Edit your Account Profile: 1. Login to the Exostar IAM Platform (SAM). Access the My Account tab. Your profile page is displayed. Copyright 2018 Exostar, LLC All rights reserved. 25

26 2. Review the profile information and make desired changes. Click Continue. 3. A review page is displayed. Review and verify that the changes have been entered correctly. Click Submit to process the changes. 4. The confirmation page is displayed confirming that changes have been processed. You will receive an confirming the changes. Shared Users Users who are under SMOs (Sponsor Managed Organizations) have the ability to become shared users once they are subscribed to non-sponsor applications. Once a shared user is subscribed to a non-associated sponsored application, Org Admins and MPAs from SMOs will have restricted org level control over the user and can no longer execute following functions: Make profile updates on Shared Users Suspend/Enable Shared Users Exostar IAM Platform (SAM) accounts Deactivate Shared Users Exostar IAM Platform (SAM) accounts Suspend/Enable Organizations with any Shared Users (Applicable to MPAs only) Delete Organizations with any Shared Users (Applicable to MPAs only) Note: If a user is unsubscribed from the non-sponsored application, they will remain a Shared User. SP Administrators have application level control of users. Copyright 2018 Exostar, LLC All rights reserved. 26

27 View Organization Details The View Organization Details link provides you with information regarding the following: Organization Details: including name, address, Org ID Credential Buyer information Organization Contact Org and App Admins Subscribed Applications Application Administrator contact information per application Copyright 2018 Exostar, LLC All rights reserved. 27

28 Change The Change feature allows you to change the address associated with your Exostar IAM Platform (SAM) account. s must be unique in the system and cannot be linked to multiple accounts. When changing an address, it is important that you contact all project partners and advise of the change to ensure that you can continue to access the applications. Note: If your account has been linked to your corporate network account via Enterprise Access Gateway (EAG), you will not be able to access Change tab. For assistance, contact your Corporate Helpdesk. How to Change the Address Associated with my Account 1. Login to SAM. Open the My Account tab and click the Change link. 2. Enter your new address. 3. Access your to obtain the activation code. Copyright 2018 Exostar, LLC All rights reserved. 28

29 4. Return to the Exostar IAM Platform (SAM) portal and enter the activation code. Change Password The Change Password feature allows you to change your Exostar IAM Platform (SAM) account password. The new password must comply with the Password Strength Policy as follows: Must contain a minimum of 8 characters and a maximum of 16 characters. Must contain at least 4 distinct characters, 1 alphabetic character, 1 numeric character and 1 special character such as!,@,#,$,% etc. Leading and trailing spaces are not permitted. Note: If your account has been linked to your corporate network account via Enterprise Access Gateway (EAG), you will not be able to access the Change Password tab. How to Change Your Password 1. Login to SAM. Open the My Account tab and click the Change Password link. Copyright 2018 Exostar, LLC All rights reserved. 29

30 2. The Change Password page is displayed. Enter your current password. Enter the new password, and re-enter for confirmation. 3. Click Submit. Change Security Questions The Change Security Questions feature allows you to change the security questions that have been associated with your Exostar IAM Platform (SAM) account. Please note the following regarding your Security Questions: Security questions are used when you have forgotten your password or when you need to change your password. The system will only require you to remember two of the four questions when resetting your password. Each of your question and answer combinations must be unique. The answers to the security questions are case-sensitive. Note: If your account has been linked to your corporate network account via Enterprise Access Gateway (EAG), you will not be able to access the Change Security Questions tab. To unlink your account, contact your local helpdesk. Copyright 2018 Exostar, LLC All rights reserved. 30

31 How to Update Your Security Questions 1. Login to SAM. Open the My Account tab and click the Change Security Questions link. The Change Security Questions page is displayed. 2. Locate and select the question/answer combination to be changed. 3. Make desired changes and click Submit. A confirmation page is displayed confirming that changes have been processed. You will receive an confirming the changes. One Time Password (OTP) One Time Password credentials are required in order to access partner applications that require two-factor authentication (2FA). Therefore, if you are attempting to access an application that requires 2FA, you need a security credential. Identity Proofing Depending on the credential requirement for the partner application you are accessing, you may require an OTP credential with or without the identity proofing upgrade. Identity proofing is the process of verifying your identity with Exostar. If your OTP credential does not require identity proofing, proceed to the OTP Registration section in this guide to register your credential. There are two types of proofing processes: US Based Users - Experian Proofing Service: For US-based users requiring proofing, it is preferred you proceed through the Experian proofing by completing the Credit Bureau Based Proofing process. During this process, you are prompted to answer questions about credit or residency history provided and verified by a credit bureau. International Based Users - Exostar Webcam Proofing: International-based users requiring proofing must complete the Webcam Proofing process. During this process, you will meet virtually with a proofing agent and verify your identity. Copyright 2018 Exostar, LLC All rights reserved. 31

32 US Based User Proofing: Experian Proofing Experian proofing is a credit bureau proofing process which requires you to verify your identity by answering credit bureau-based questions. If you successfully complete the questions, you have completed the process, and will then be prompted to register your OTP credential. Credit Bureau-Based Proofing is only available for users located in the US. Important: If you do not answer the questions correctly, but the credit bureau is able to locate you with your personal information (e.g. name and address), you will receive the activation code via postal mail. If the credit bureau is unable to locate you in their database, you will be redirected in to the Live Proofing process to complete your identity proofing. Users unable (or unwilling) to complete credit bureau-based questions can opt to complete the Webcam Proofing with a live proofing agent. If you click I Disagree you will be redirected into the Live Proofing process to complete the identity proofing. Follow the steps below to complete Experian proofing: 1. After you have confirmed your profile (not illustrated), you will need to verify your identity. Please ensure that the required fields are completed accurately. Click I Agree to continue. 2. A a list of questions regarding your financial and residential history is presented. These questions, and your responses, will be used to verify your identity, so please answer carefully and accurately. Copyright 2018 Exostar, LLC All rights reserved. 32

33 3. Once you complete all questions, click Next to continue. Note: If incorrect answers are provided, but the credit bureau is able to locate you with your personal information, you will receive an activation code in four business days via postal mail. The activation code is required for you to activate your credential. If the credit bureau cannot locate you or verify your identity, the system will redirect you to the Webcam proofing process. 4. Upon successful completion of your identity authentication, you will be directed to register your OTP credential. International-Based User Proofing Webcam Proofing International-based users, and US users who are unable to complete the credit bureau proofing, will be directed to Exostar s Webcam Proofing process. Exostar s Webcam Proofing requires you to present valid Government-issued photo identification to prove your identity to an Exostar Proofing Agent, over a live webcam- proofing session. Please review the Acceptable Documentation requirements to view the list of identity documents required. Exostar Webcam Proofing takes place within a secure Cisco Webex meeting. Before your appointment, we highly recommend performing the Webex System Test on your machine, as there is limited time during the proofing session to troubleshoot your system configuration. Excessive troubleshooting time during the proofing appointment will likely result in the need to reschedule. For additional information about webcam proofing requirements, including acceptable documentation and troubleshooting, please reference the Webcam Proofing Resource page. Schedule Your Proofing Appointment Follow the steps below to complete Webcam proofing: 1. Click the Click! to Schedule button. Copyright 2018 Exostar, LLC All rights reserved. 33

34 2. To schedule your proofing appointment, select an available date and select a time. Click Continue. 3. Enter your contact information. Click Confirm. Copyright 2018 Exostar, LLC All rights reserved. 34

35 4. You have successfully scheduled your appointment and an appointment confirmation page displays. You will receive an appointment confirmation . Note: An Exostar proofing agent will contact you on your scheduled appointment date. The proofing appointment can take up to 30 minutes. 5. You will be contacted by the Exostar Proofer on the day of your appointment. During your proofing appointment you will be required to answer a series of yes or no questions, and provide acceptable, unexpired identification via a webcam to the proofer. Visit the Live Video Proofing Resource page for more information. Once you successfully complete proofing, the proofing agent will provide you the activation code. This code will be required to activate your credential. OTP Registration and Management The OTP link allows you to register, manage, elevate or deactivate your OTP credential. The OTP credential may be linked using phone, OTP Hardware or Exostar Mobile ID. You can only register one credential type to your account. Copyright 2018 Exostar, LLC All rights reserved. 35

36 How to Register your OTP Credential Follow the steps below to register and activate the required OTP credential: 1. Login to SAM. Open the My Account tab and click the OTP link. 2. Click Register to register a new device to your account. 3. Depending on your organization s configuration, you may have the option to choose the OTP credential type that you would like to register. Choose between Phone OTP, Hardware OTP or Mobile ID. Click Submit. Note: If your organization is not setup to accept OTP Hardware or Exostar Mobile ID, you will only see Phone OTP. Copyright 2018 Exostar, LLC All rights reserved. 36

37 4. For OTP Hardware, enter your address and click Submit. For Phone OTP or Exostar Mobile ID (powered by Authy ), enter user information, select the Country, and click Next. Phone OTP Credential 1. Select Delivery Method (text message or voice message) and Country. Enter the phone number in the Enter and Confirm Phone Number fields. 2. Click Send Code. 3. You will receive a verification code via your selected delivery method. 4. Enter the received code in the Verification Code field. 5. Click Submit. Copyright 2018 Exostar, LLC All rights reserved. 37

38 6. A successful registration message is displayed. Click Complete. Note: Standard text messaging rates apply. The verification code expires after two minutes. You can resend a new code to the selected delivery method. Additionally, after you register your initial telephone, you can register additional phones. It is recommended you register at least two phones, but you can register up to three. Exostar Mobile ID Credential 1. Install Authy on your mobile device. You can find this on your phone s app store. 2. Select country and enter your mobile phone number. Click Register Phone. 3. View the push notification or app from your mobile device to approve or deny. If this is unsuccessful, obtain a token ID from the app. Click the X to cancel One Touch. Enter the token id that displays in the Authy app in the Soft OTP field and click Submit. 4. You will receive a successful registration message. Click Complete. Login with Registered Credential To login with your registered credential to access your required application, follow the instructions below. OTP Hardware 1. Log into your Exostar IAM Platform (SAM) account with your username and password. 2. Select One Time Password. Click Continue. 3. You will receive the OTP Authentication page. Enter the One-Time Password code displayed on your token in the One-Time Password field. Click Authenticate. 4. You are authenticated with your OTP Hardware token. The credential strength (upper, right corner) will display Hardware OTP. Note: A persistent cookie is stored in your browser for 30 days. If cookies are deleted or 30 day expiration occurs, you are required to reauthenticate with credential. Phone OTP 1. Log into your Exostar IAM Platform (SAM) account with your username and password. Copyright 2018 Exostar, LLC All rights reserved. 38

39 2. Select One Time Password. Click Continue. 3. The phone number and delivery method will default. Click Send. 4. You will receive the authentication code via your selected delivery method. 5. Enter the code that you received in the OTP Code field. Click Submit. 6. You are authenticated with your Phone OTP credential. The credential strength (upper, right corner) will display Phone OTP. Note: A persistent cookie is stored in your browser for 30 days. If cookies are deleted or 30 day expiration occurs, you are required to reauthenticate with credential. Exostar Mobile ID 1. Log into your Exostar IAM Platform (SAM) account with your username and password. 2. Select One Time Password. Click Continue. Copyright 2018 Exostar, LLC All rights reserved. 39

40 3. To approve with One Touch, click Approve from the push notification received via your mobile device. 4. If One Touch is not working or you want to manually enter the token id, click X. 5. Enter the code that displays in the Authy app on your mobile device in the Soft OTP field. Click Submit. 6. You are authenticated with your Exostar Mobile ID credential. The credential strength (upper, right corner) displays Mobile ID. Copyright 2018 Exostar, LLC All rights reserved. 40

41 OTP Management After you have successfully registered your credential, you can manage, elevate, or deactivate the credential from the OTP link. Manage The Manage feature allows you to manage your OTP credential. Management includes (but is not limited to) registering and deleting phones (Phone OTP users) and revoking credentials. Registering an additional phone allows you to have an alternative device in case you lose access to your primary phone. If you do not register an additional phone and lose access to the phone you initially registered, you have to complete identity proofing again to register a new phone. You can register up to three phones. Important! Revoking is a permanent action and cannot be undone. If you revoke your credential you will may be required to register a new credential to your account. If your credential included the identity proofing upgrade, you will need to complete identity proofing again if you are using Phone OTP and did not register additional phones, OTP Hardware and Exostar Mobile ID. If a phone is registered, you may not complete identity proofing. Registering additional phones preserves proofing. Elevate If you log in to Exostar IAM Platform (SAM) without invoking your OTP credential, you can choose to elevate your credential strength, and invoke the OTP credential, during your session without logging out. 1. To elevate, click Elevate. 2. Enter required fields and click Submit. 3. The credential strength (upper, right corner) will display your required credential and should no longer say username and password. Deactivate The Deactivate features removes the credential from your account. Important! Deactivate is a permanent action and cannot be undone. If you deactivate your credential you will may be required to register a new credential to your account. If Copyright 2018 Exostar, LLC All rights reserved. 41

42 your credential included the identity proofing upgrade, you will need to complete identity proofing again. Account Disablement Inactivity on your account may result in the account being suspended or deleted. The following are some reasons why your account may get deleted or suspended: Account Activation not completed for more than 180 days If you have not completed first time login (account activation) for your Exostar IAM Platform (SAM) account within 180 of account creation, your account will be deleted. If your account is deleted, you will have to re-register in the system. Application access suspension Each application can set the parameters for the number of days of inactivity that will lead to access suspension. If your application access is due for suspension in 30 days or less, each time you login to your Exostar IAM Platform (SAM) account, you will be presented with a flash screen to remind you to access the application and the number of days to suspension. To ensure that you do not lose access to the applications you need, it is a good practice to login to your Exostar IAM Platform (SAM) account regularly and access available applications. Application access deletion If your application access has been suspended for x number of days as specified by the application owner, your access to the application will be deleted. You will be notified regarding this deletion 30 days in advance. Active account deletion: If the last active application subscription is suspended, your Exostar IAM Platform (SAM) account will be suspended 30 days after the application suspension. You will be notified regarding this suspension 30 days in advance. Contact Exostar Customer Support for information on how to re-establish application access. User Self Registration You can initiate the process of creating your Exostar IAM Platform (SAM) account and requesting application access by going through the User Self-Registration process. The required organization ID for registration is provided by your sponsor. Follow the steps below to complete self-registration: Copyright 2018 Exostar, LLC All rights reserved. 42

43 1. Go to Complete all required fields. Notes: After you enter the Organization ID, click Verify Organization to populate the next two fields. All required fields are denoted by *. It is recommended that you use your organization domain address, not a personal address. After completing the Personal Information section, insert the code from the captcha image to validate your registration. 2. Select the application(s) for which you would like access. Indicate the subscription period, if applicable. Subscription period is optional. The products and services that are listed on this page are based on selections made by your organization. Copyright 2018 Exostar, LLC All rights reserved. 43

44 3. Click Next to continue. Note: In order to access applications with higher level security (i.e, a Level 3 application) the Sponsor Address must match an within the sponsoring organization 4. The Submission Confirmation page is displayed and your request has been sent to your Administrator. Note: The reference number is provided and should be used if you need to contact Customer Service for support with Exostar IAM Platform (SAM) related issues or questions. 5. You will receive an confirming that your request has been received. No further action is required on your part at this time. Your Organization Administrator will be notified of the pending request. 6. Once your request has been approved, you will receive an notification. This is very important as it contains link for account activation. Copyright 2018 Exostar, LLC All rights reserved. 44

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