Using the End User Dashboard

The WSO2 Identity Server dashboard for end users provides a means to manage the user profile or the user account, add security questions, revoke/update the password, manage user profile, and view identity providers. This is also known as account self-service. This topic includes the following tasks which can be done using the dashboard.

Accessing the dashboard and its components

1. Go to the dashboard URL: https://localhost:9443/dashboard/
2. Enter your username and password and click the Sign In button.
3. The dashboard appears.
   
4. Click the View details button to access the components.
5. Click the drop-down at the top right corner of the screen to sign out.

Editing your profile

To edit your profile, do the following.

1. Access the dashboard.
2. Once you have logged in, click View details under My Profile.
3. In the resulting screen, populate the fields with your personal information.
   

   

    Click here to know more about the fields in the form

   First Name	Your first name.
   Last Name	Your last name.
   Organization	The organization you work in.
   Country	The name of the country you live in/work in.
   Email	Your email address.
   Telephone	Your local/organization contact number.
   Mobile	Your mobile number.
   IM	Your instant messaging number.
   URL	Your website/organization website's URL.
   Department	The department you work in within your organization.
   Role	The role you have been assigned to.

   For information on managing U2F authentication for multi-factor authentication, see Universal Second Factor (U2F) Authentication .

4. Click Update to save your changes.

Exporting personal information

To export the user's personal information, do the following.

1. Access the dashboard.
2. Once you have logged in, click View details under My Profile.

3. Click Export. A userInfo.json file containing the JSON representation of the user information on your profile will be downloaded onto your machine. 

   Note: The consent receipts in the userInfo.json file contain the PII controller information as it is at the time that the receipt is generated. If the PII controller has changed after the receipt was generated, this change will not be reflected in the existing receipts. To get an updated consent receipt that reflects the change, generate a new consent receipt by doing one of the following:

   1. Revoke the consent via the dashboard and go through the flow that prompts the relevant consent again (e.g., revoke the given consent for the WSO2 IS dashboard, log out, then log back in and approve consent again. A new consent receipt will be generated for the WSO2 IS dashboard consent).
   2. Use the Consent Management REST APIs to revoke the existing consent and add a new consent.

   

   For information on the Personal Information Export REST APIs, see the Personal Information Export API Swagger documentation.

Updating your account recovery details

To update the details pertaining to recovering your account, do the following.

1. Access the dashboard.
2. Once you have logged in, click View details under Account Recovery.
3. Set the challenge question from the drop-down and enter an answer for the question you choose.
   
4. Click Update to save your changes.

See Password Recovery for more information on how this works.

Changing your password

To change your password, do the following.

1. Access the dashboard.
2. Once you have logged in, click View details under Change Password.
3. In the resulting screen, enter your Current Password, fill in the New Password and confirm it by filling out the Confirm New Password field.
   
4. Click Update to save your changes.

Connecting your social identity with your account

To connect your social identity login credentials with your WSO2 Identity Server account, do the following.

1. Access the dashboard.
2. Once you have logged in, click View details under Associated Accounts. The list of social identities linked to your account appear.

See Associating User Accounts for more information on using this section of the dashboard.

Working with your authorized applications

To access and manage the OAuth-based authorized applications for your account, do the following.

1. Access the dashboard.
2. Once you have logged in, click View details under Authorized Apps. A list of available authorized apps appears. 
3. Click Remove Application if you wish to disassociate the application from your account.

Dealing with pending approvals

To access and manage the pending approvals for your account, do the following.

1. Access the dashboard.
2. Once you have logged in, click View details under Pending Approvals. The following page appears, listing out the pending account approval requests.
3. Select the requests you want to approve. Click on the relevant  Task Id  to access the details of the selected task and click on the button corresponding to a state to move the state of the selected task to a new state and to complete the workflow approval process (e.g., clicking Start and then Approve will approve the pending task and complete the workflow process).
   

See Workflow Management for more information on how this works.

Configuring consent for services

The user dashboard provides you a list of all the active consent receipts that have already been approved. It also gives the ability to update/revoke the consents approved to be consumed by services provided via WSO2 Identity Server. Follow the steps below to configure this. 

1. Access the dashboard.

2. Once you have logged in, click View details under Consent Management .

   

3. You will see a list of consent receipts that you have already approved to be consumed by services. The consent receipts listed here are records of provided consent for consumption of personal information, which you are prompted to provide during the self registration or SSO login flow.

   System consent is consent for personal information used by the resident identity provider in WSO2 Identity Server. Consents for other applications are listed below the system consent. These are consents collected during authentication using single sign on or during self registration.

   

 New users can do the following actions from this screen: