If something in the Service Provider environment changes, existing HelloID Applications may be modified instead of needing to be re-created.
Open the HelloID Administrator dashboard and navigate to Applications > Applications. Applications that you have permissions to modify will appear with items in the Actions column.
Click Edit on the application to be modified. Depending on the particular application, up to six sidebar tabs will now be available: General, Configuration, Credentials, Groups, Categories, and Access Rules.
The following application settings may be modified in the General tab:
The application's name, as displayed in the admin and user dashboards.
The application's description, as displayed in the admin dashboard.
- Secure Access
Force users to log in to this application via HelloID, and disable all other login routes. Clicking this button prompts you to submit your contact information. Tools4ever will respond to your inquiry to begin this process.
- Change Icon
The application's icon, as displayed in the admin and user dashboards.
The URL to launch when a user clicks this application in their user dashboard.
- Enabled (On/Off)
Turn off to disable an application. Disabled applications cannot be used, and do not handle authentication requests from outside. Also hides the application in the user dashboard.
- Creation Time
The date and time the application record was created. Non-editable.
- Modify Time
The most recent date and time the application record was modified. Non-editable.
- Modify User
The user who last modified the application record. Non-editable.
- Source Application
The template in the HelloID application catalog which was used to create the application entry. Non-editable. To change the source application, you must create a new application entry.
- Hide Application
Hides the application in the user dashboard. Unlike a disabled application, a hidden application still handles authentication requests from outside.
- Allow Show Credentials
Turn on to let the user view their login credentials for an application on the user dashboard.
- Enable Change Password
Turn on to let the user edit their login credentials for an application on the user dashboard.
- Display As HelloID Tab
Give this application its own tab in the top horizontal menu of the user dashboard. It is displayed there in addition to its usual position in the grid in the Applications tab. For example, in the following screenshot, this option has been enabled for AAG Portal:
The URL setting in the previous (General) tab controls the site that is opened when the application is launched from within the HelloID context. The URLs To Detect option controls the behavior of HelloID authentication when the end user browses directly to the configured URLs. Detection of this URL requires that the HelloID browser extension be installed on the user's computer.
The Press Button option is only necessary for certain application configurations and its usage is generally determined via testing.
These settings are required when the credentials are not initially entered by the end user directly.
The HelloID Administrator can select various data points from the user object to either refer to an existing username context or construct a custom username from a combination of user data.
The same configuration options are available for password.
This tab controls the user groups for which the application is available. Members of the groups listed on this tab will have this application available to them on their application dashboard. By default, applications are available to everyone via the Users group. You may find more information about groups here.
This tab controls the organization of applications presented to the end users, and allows for applications of similar function to be grouped together for easier access when a large number of applications are available. These categories are visible on the application dashboard. You may find more information about categories here.
Options to allow/deny access based upon defined conditions are assigned here. These are only for the application being modified and may be superseded by global rules. Rules specifying Deny always have primacy over any Allow rule. You may find more information about access rules here.