To set up email invitations for a new user, complete the following tasks:

  1. Set up PingFederate for local identity profile management. For more information, see Configure profile management by users and Configure user self-service.

    When you complete this task, the PingFederate configuration will have a Local Identity Profile.

  2. Configure Delegated Admin profile management by users. For more information, see Configure profile management by users and Configure user self-service.

    When you complete this task, users whom the Delegated Admin creates have the pf-connected-identities auxiliary object class as well as a pf-connected-identity attribute value, providing integration with PingFederate's user self-service.

  3. Instruct users to copy the email template to PingDirectory Server. For more information, see Edit and copy the email template to PingDirectory Server.
  4. Create request criteria to match Delegated Admin user ADD requests. For more information, see Create request criteria to match Delegated Admin user ADD requests.
  5. Edit the provided email template and insert the URL to the PingFederate self-service profile management endpoint. For more information, see Edit and copy the email template to PingDirectory Server.
  6. Create an SMTP external server. For more information, see Create an SMTP external server.
  7. Create a multi-part Email Account Status notification handler for Delegated Admin user ADD requests. For more information, see Create a multi-part Email Account Status notification handler for Delegated Admin user ADD requests.

The following sections describe these tasks in more details.