Self-Service Password Reset
Now Available in Sage X3

In its commitment to enhancing user experience, Sage recently introduce a Self-Service Password Reset feature in Sage X3. This new functionality empowers users by allowing them to independently reset their account passwords, reducing dependence on IT support teams and streamlining the overall process.

NOTE: This password reset functionality is for the basic authentication method which should not be used in production. For more information, please refer to Security Best Practices in the Sage X3 Online Help Center.

KEY FEATURES

1. User Empowerment:
   Users can now manage their password resets, providing them with a sense of autonomy and control over their accounts.
2. Operational Efficiency:
   The Self-Service Password Reset feature reduces the burden on IT support teams, enhancing overall operational efficiency.
3. Quick Resolutions:
   Users experience quick resolutions when it comes to account access, minimizing downtime and promoting continuous workflow.

CONFIGURATION STEPS

To make the most of this feature, follow these configuration steps:

1. 1. Notification Server Configuration:
      Ensure the Notification Server is configured in global settings for seamless email relay to your mail server.
      NOTE: The password reset functionality utilizes the Sage X3 Notification server. This blog post will not cover how to configure the Notification Server. You can find more information here:
      Notification Servers Sage X3 Online helpNew Feature “Using Notification Server with Workflow” in 2022R2
   2. Allow Website Domains Parameter:
      Safelist authorized domains in the “Allow Website Domains” parameter to control where password reset emails can be sent.
   3. Token Validity Duration:
      Set the password token validity duration in minutes, determining how long the reset link will remain valid.

4. Email Verification:
   Users must have a valid email address associated with a Sage X3 User and the email domain must be in the allowed website domains list.
5. Authentication Method:
   Set the user authentication method to ‘standard’ (basic) for password reset emails to be generated.

INITIATE PASSWORD RESET

To reset your password:

1. Click on the ‘Forgot password’ link on the main login page.
2. Provide your email address associated with your user account.
3. Receive notification confirming the email has been sent if the address is valid.

Important Notes:

• Password reset emails are sent if the provided address is associated with a Sage X3 User.
• The user’s email domain must be included in the allowed website domains specified in global settings (if configured) for the email to be sent.
• After meeting the verification and domain criteria, the user will receive an email containing a link to reset their password.
• When setting a new password, it must adhere to the requirements established by the specified password policy in global settings.
• If the chosen password does not meet the minimum requirements, the screen will display the specified minimum criteria to guide the user in creating a compliant password.

Additional Considerations:

1. Validity Period Expiry:
   Users should be aware that if they click the reset link after the validity period (as specified in global settings and mentioned in the email), an expired message will be displayed. It’s important to complete the password reset within the
   designated timeframe.
2. Mail Server Specification:
   In case no mail server is specified in global settings, users clicking ‘forgot password’ will encounter a message indicating that the feature is not enabled. Ensure that the mail server is properly configured for the password reset functionality
   to be operational.

We hope this Self-Service Password Reset feature adds convenience to your Sage X3 experience. As a reminder, adhere to security best practices and avoid using basic/standard authentication methods in a production environment.

Feel free to share your feedback or reach out for further assistance. Unlock the convenience of self-service password management with Sage X3!