IdenTity Manager (IDM) Migration · 2020. 7. 27. · IDENTITY MANAGER (IDM) MIGRATION Migrating...

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IDENTITY MANAGER (IDM) MIGRATION Migrating from Account Center to IDM for PISGS user When an external user attempts to log into PISGS, they will be routed to Identity Manager to register a new account or login. The first time a user logs into the system they will be asked if they are an existing PISGS user, a new PISGS user or if they want to create a new company. For existing PISGS users, they will be asked for the existing account center user ID and password. When this is entered, all their existing user and user access records will be updated to replace the old account center ID with the new identity manager ID. After this is done, they will be taken to either the home page for the company they have access to or the company selection menu if they have access to multiple companies. For new users who have no previous access, they will be asked for the license number of the company they are requesting access to and their first and last names. This will create a notification to the company that someone is awaiting approval to gain access to the system. If creating a new company is selected, they will be asked for their name and if they want to continue. If they select yes, they will be taken to the new provider/QA application process.

Transcript of IdenTity Manager (IDM) Migration · 2020. 7. 27. · IDENTITY MANAGER (IDM) MIGRATION Migrating...

Page 1: IdenTity Manager (IDM) Migration · 2020. 7. 27. · IDENTITY MANAGER (IDM) MIGRATION Migrating from Account Center to IDM for PISGS user When an external user attempts to log into

IDENTITY MANAGER (IDM) MIGRATION

Migrating from Account Center to IDM for PISGS user

When an external user attempts to log into PISGS, they will be routed to Identity Manager to

register a new account or login.

The first time a user logs into the system they will be asked if they are an existing PISGS user, a new

PISGS user or if they want to create a new company.

For existing PISGS users, they will be asked for the existing account center user ID and password.

When this is entered, all their existing user and user access records will be updated to replace the

old account center ID with the new identity manager ID. After this is done, they will be taken to

either the home page for the company they have access to or the company selection menu if they

have access to multiple companies.

For new users who have no previous access, they will be asked for the license number of the

company they are requesting access to and their first and last names. This will create a notification

to the company that someone is awaiting approval to gain access to the system.

If creating a new company is selected, they will be asked for their name and if they want to

continue. If they select yes, they will be taken to the new provider/QA application process.

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Table of Contents Creating a new user in Identity Manager (IDM) ........................................................................................... 2

Navigation Link .......................................................................................................................................... 2

Registration Process…………………………………………………………………………………………………………………………….3

Validate Existing PISGS User account ........................................................................................................... 6

Requesting access to current company……………………………………………………………………………………………………7 Requesting access to create new company……………………………………………………………………………………………..8 Reset Account Center password .…………………………………………………………………………………………………………….9

Troubleshooting (IDM)…………………………………………………………………………………………………………………………..10

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Creating a new user in Identity Manager (IDM)

Navigation Link Click on: https://services.dps.ohio.gov/IdentityManager Click on Register

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Registration Process Enter your email address two times and enter the Captcha correctly. Click on Register button

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Here is the confirmation screen

Check your email and click on the link provided

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The new account page should be opened with your email id displayed

Fill all the fields. Create a strong password by following all the rules.

Click on Register button

You should be navigated back to PISGS application screen.

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Validate Existing PISGS User account

Select the option shown below and enter your existing user name and password.

Click on Validate Existing User Information button

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Requesting access to a current company

Select the option shown below and enter your name and the company license number .

Click on Submit New User Request button

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Requesting access to create a new company Select the option shown below and enter your nam e.

Clicking on Yes will take you to the new license application

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Account Center - Resetting Your Password

Open the Account Center: https://services.dps.ohio.gov/AccountCenter/ Login with your username and password Select “Change Password” from the list under User Menu in the left column Type in your current password then type in your new password and confirm it.

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Forgot password/Troubleshooting The PISGS staff cannot help you with resetting passwords, as Identity Manger is a third party authentication platform. Please use Get Help link from the Login Page that you will always have access to, if a password reset is necessary. From the Login Page click on “Get Help”. The following screen will show, just follow the instructions.