Building a customer solution - PingOne - PingOne Cloud Platform

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Guide > Administrator Guide
Guide

With your PingOne trial, you can quickly design registration and subsequent sign-on experiences for your customers and test them in a sample application tailored to your industry.

  1. Click Get Started, either from the message you receive after creating your environment or from the top of the page.
  2. On the Welcome page, click Create a Customer Solution.
  3. On the Tailor your experiences page, select the industry to model the solution for, or click Skip to design experiences that can be used in any industry.

    Available industries include:

    • Retail
    • Financial Services
    • Manufacturing
    • Healthcare
    • Education
    • Government
    • Realty
    • Pharmacy
    • Airline
    • Hotels

    You see a sample application in the middle of the page and the solution designer on the left side of the page.

Create a registration experience for the application.

Creating a registration experience that uses passwords

In a registration experience that uses passwords, users sign on using a password, possibly also using multi-factor authentication (MFA)multi-factor authentication (MFA)MFA An electronic authentication method where a user is granted access only after presenting two or more verification factors for authentication. or adaptive risk signals.

  1. Click Passwords on the toggle at the top of the Select your registration experience window.
    PingOne Trials experience - Passwords option selected
  2. Select the method for collecting registration information.
    • Standard registration: Collects name and password, and collects and verifies email address.
    • Progressive profiling registration: Collects name and password, collects and verifies email address, and progressively requests phone number verification.
  3. Optional: Select Include Terms of Service Agreement to require users to agree to an agreement before creating an account.
  4. Click Next.
  5. Select an authentication experience.

    PingOne supports a wide variety of customizable authentication experiences, but for purposes of this trial, select one of the experiences provided. The options available depend on the type of registration experience that you selected in the previous step.

    • Username and password: Users sign on using a username and password.
    • Username and password with MFA: Users sign on using a username, password, and MFA.
    • Username and password with adaptive risk signals: Users sign on using a username and password, and adaptive risk signals are used in the sign-on process.
  6. Follow the instructions for the profile management and account recovery steps in the setup assistant.

    You receive a notification when your registration experience is ready to test.

  7. On your sample application, test the registration experience that you designed by clicking Sign up.

    A new user is created in your test environment.

  8. To test the sign-on experience that you designed, click Sign In using the credentials of the user that you created.
  9. To modify these experiences, select different options in the solution designer and continue to test them in your sample application until you’re satisfied.
  10. Continue to explore and customize your PingOne trial.

    You can update user information, password policies, and agreements using the solution designer.

    Note:

    If you don’t currently have access to PingOne DaVinci and you’re ready to explore its power, click the Try DaVinci link at the bottom of the solution designer on the left side of the page.

Creating a passwordless registration experience

In a passwordless registration experience, users sign on using their device, one-time passcode (OTP)one-time passcode (OTP)OTP A passcode valid for only one sign on or transaction on a computer system or other digital device. Also known as a one-time password, one-time PIN, or dynamic password., biometrics, or other options. Passwords can be permitted as well depending on environment settings.

Note:

For more information about our passwordless solution, see PingOne for Customers Passwordless.

  1. Click Passwordless on the toggle at the top of the Select your registration experience window.
    PingOne Trials registration experience - passwordless option selected
  2. Select a passwordless registration option.
    • Offer passwordless: Existing users can sign on with passwords but are prompted to add a non-password authentication method. New users automatically use passwordless authentication.
    • Require passwordless: All users must use passwordless authentication.
  3. Select one or more methods for passwordless authentication.
  4. Optional: Select Include Terms of Service Agreement to require users to agree to an agreement before creating an account.
  5. Follow the instructions for the profile management and account recovery steps in the setup assistant.

    You receive a notification when your registration experience is ready to test.

  6. On your sample application, test the registration experience that you designed by clicking Sign up.

    A new user is created in your test environment.

  7. To test the sign-on experience that you designed, click Sign In using the credentials of the user that you created.
  8. To modify these experiences, select different options in the solution designer and continue to test them in your sample application until you’re satisfied.
  9. Continue to explore and customize your PingOne trial.

    You can update user information, password policies, and agreements using the solution designer.

    Note:

    If you don’t currently have access to PingOne DaVinci and you’re ready to explore its power, click the Try DaVinci link at the bottom of the solution designer on the left side of the page.