Activating Users

This article explains the options for activating new users.

Overview of Onboarding Emails

When new users are created for your account, you can choose emails that are used to introduce them to remote access with Cato. For accounts that use SSO authentication, by default, users are not sent an onboarding email and are activated the first time that they authenticate with SSO.  

For users that don't authenticate with SSO, you can choose the following alternative methods to activate them:

  • Onboarding email - For username and password, new users receive an email with a link to set up their authentication details

    You can choose different email settings for users created in the Cato Management Application, and for ones imported with Directory Services.

  • Registration code - User enter a one-time code to activate their account

The activation settings are for the entire account, and are applied to all users.

Activating Users with an Onboarding Email

When new users are created in your account, the default setting is to not send them an onboarding email. You can choose to send users an activation email containing details of the account, the user's user name and a link to create their password and MFA where applicable. There are separate settings for users created manually in the Cato Management Application, and for ones imported from an IdP. Alternatively, you can send users a welcome email that links to the Client download portal.

UserProv-InviteEmail.png

To configure the onboarding email settings:

  1. From the navigation menu, click Access > Directory Services.

  2. Click the User Provisioning tab.

  3. Set the Method to Onboarding Email.

  4. Enable one or more of the following provisioning options:

    • Send activation email to set password and MFA to new users created in the Cato Management Application

    • Send activation email to set password and MFA to new users imported with Directory Services

  5. To send emails with links to download the Client, select Send welcome email to new users.

  6. To let users know that their remote access is disabled, select Send email notifications to users that are disabled in the account.

  7. Click Save. The settings for the invitation email method are configured.

Activating Users with a Registration Code

The registration code method simplifies the activation process for new users. Each user is assigned a one-time code that they use to register the Cato Client. Once the code is validated, the Cato Client is authenticated until an admin revokes the code or disables the user in the Cato Management Application. Users can register multiple devices, with a separate code for each device.

You can also set the amount of time that the registration code is valid for until it expires. Afterwards, the user needs a new registration code to authenticate the Cato Client for that device. For security reasons, registration codes can be valid for a maximum of 7 days.

UserProv-RegCode.png

Note

Note: Multi-Factor Authentication (MFA) is NOT supported for users that are provisioned with a registration code. Make sure that users in your account are not configured with MFA before you enable the registration code User Provisioning method.

High-Level Overview of Implementing the Registration Code

This is a high-level overview of the process to implement the registration code to provision users for your account. You can configure how long the registration code is valid before it expires. Once the code expires, it can't be used to authenticate the Cato Client. You then need to generate a new code for that user, see below Generating a Registration Code for Specific Users.

To implement provisioning all users with a registration code:

  1. From the navigation menu, click Access > Directory Services.

  2. Click the User Provisioning tab or section.

  3. Set the provisioning Method to Registration Code.

  4. In Registration Code expires after, set the time settings for how long the code is valid. Set when (value and either days or hours) the Registration Code expires. Maximum allowed time is 7 days and applies to all new users.

  5. Download the registration codes and use an external solution to send the registration codes to the remote users.

Managing Registration Codes

This section explains how to generate and manage registration codes for the users in your account. Each code is a combination of letters and numbers:

  • Codes are NOT case sensitive

  • To avoid confusion, the codes don't contain the following characters: 0, o, 1, I, L

Generating Registration Codes for New Users

You can also choose to send a code to new users in the account the were NOT provisioned with the registration code method. Sending codes doesn't generate new codes for users that already have a code assigned to them.

When you use this feature to Generate Registration Code For New Users, the Cato Management Application generates codes for all users that have never received a code. These users are new to the registration code provisioning method.

To generate a registration code for all new users:

  1. From the navigation menu, click Access > Directory Services.

  2. Click the User Provisioning tab.

  3. From the drop down, choose Registration Code.

  4. Click Generate Registration Code For New Users.

  5. In the Warning confirmation window, click OK. A code is generated for all users that never had a code assigned to them.

Generating a Registration Code for Specific Users

Use the Cato Management Application to generate a registration code for specific users. For example, users that never had a code assigned to them, or a user whose code expired.

For users with multiple devices, for example laptop and mobile device, each device requires a separate code. Use the Generate Registration Code option to create multiple codes for specific users.

To generate a registration code for specific users:

  1. From the navigation menu, click Access > Users.

  2. Select one or more users.

  3. Click Actions and then from the drop-down menu, click Generate registration code.

  4. In the confirmation window, click OK. A new code is generated for these users.

  5. From the navigation menu, click Access > Directory Services.

  6. Click the User Provisioning tab or section.

  7. Click Download Registration Codes, and save the CSV file.

    The new registration code is included in the file.

Downloading the Registration Codes

You can download a CSV file that lists the registration codes for the users. The file shows the following information for each user:

  • First and last name

  • Email address

  • Registration code

Once downloaded, you can save the CSV file to a directory on your computer.

To download all the registration codes:

  1. From the navigation menu, click Access > Directory Services.

  2. Click the User Provisioning tab.

  3. From the drop down, choose Registration Code.

  4. Click Download Registration Codes. The CSV file is downloaded to your computer.

Revoking Registration Codes

You can use the Reset Password menu option to revoke registration codes and reset VPN access to your network for users.

After you generate a new code for a user and it is successfully entered, the user is authenticated again to the Cato Client.

Note

Note: When revoking a user's registration code, as detailed below, new registration codes are not automatically generated. Select Generate invitation code from the Actions drop-down menu to generate a new code.

To revoke the registration codes:

  1. From the navigation menu, click Access > Users.

  2. Select one or more users.

  3. Click Actions and then from the drop-down menu, select Reset Password.

  4. In the confirmation window, click OK. The current codes are revoked for the users.

Analyzing Registration Code Events

The Event Discovery window shows all the Registration Code events for your account. The powerful search tools let you drill-down and identify the few events that contain the relevant data that you need.

You can learn more about using the Events screen in Analyzing Events in Your Network.

Explaining the Registration Code Events Discovery Actions

These are actions for the Registration Code event sub type:

Name

Description

Generated

Registration code generated for a specific user

Used

Registration code is used to authenticate a user

Revoked

Registration code is revoked and no longer valid for the user

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