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Admin Guide

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Templates

An FortiToken Cloud (FTC) template refers to the message template that FTC uses to send OTP and token activation or transfer notifications to its end-users. FTC can notify its end-users of such activities either by email or SMS, depending on your configuration. It not only offers a number of default templates that you can use out of the box, but also enables you to create your own templates on the fly.

Note

The default templates are read-only, and cannot be altered.

Add a template

To add a template:
  1. On the main menu, click Settings>Templates to open the Templates page.
  2. In the upper-left corner of the Templates page, click Add Template.
  3. The Add New Template dialog opens.

  4. For Method, click the down arrow to select a notification method.
  5. Note: Method refers to the means that FTC uses to send OTP and token activation or transfer notifications to its end-users. To use email, you must provide a valid email address; to use SMS, you must provide a valid phone number with the correct country code for each and every end-user.

  6. For Type, click the down arrow to select a desired message template.
  7. Note: FTC offers three types of template, and each template is for a specific purpose. Be sure to create all the three types of template to take full advantage of this feature.

  8. Click Confirm.
  9. The dialog refreshes, showing more fields.

  10. Specify a unique name for the template.
  11. Make the desired changes to the subject of the message, if you like.
  12. Make the desired changes to the message content, if you like.
  13. Click Preview to review the message.
  14. Click Save.

Edit a template

Note

Only custom templates can be edited. Default templates are read-only and cannot be edited.

To edit a template:
  1. On the menu bar, click Settings>Templates to open the Templates page.
  2. On the Templates page, locate the custom template of interest and mouse over it.
  3. The tool bar slides in from the right end of the row.

  4. Click the Edit tool
  5. A dialog opens showing the settings of the template.

  6. Make the desired changes to the template.
  7. Click Preview to review the changes to the template.
  8. Click Save.

Delete a template

Note

Only custom templates can be deleted. Default templates are read-only, and cannot be edited or deleted.

To delete a template:
  1. On the menu bar, click Settings>Templates to open the Templates page.
  2. On the Templates page, locate the custom template of interest and mouse over it.
  3. The tool bar slides in from the right end of the row.

  4. Click the Delete tool
  5. Click Yes.
  6. The template is deleted from the Templates page after the page refreshes.

Apply templates

Note

All templates are applied at the realm level.

To apply a token activation and/or transfer notification template to a realm:
  1. On the main menu, click Realms to open the Realms page.
  2. On the Realms page, locate the realm of interest and mouse over it.
  3. The tool bar slides in from the right end of the row.

  4. Click the Settings tool to open the Realm page.
  5. Across the top of the Realm page, click the FTM Setting tab.
  6. Scroll down the page and click Notification Templates.
  7. In each of the field, click the down arrow and select the template of interest.
  8. Click Apply Changes.
  9. The selected templates are now applied to the realm and will be used when FTC sends token activation and/or transfer notifications to your end-users.

To apply an email OTP template:
  1. On the main menu, click Realms to open the Realms page.
  2. On the Realms page, locate the realm of interest and mouse over it.
  3. The tool bar slides in from the right end of the row.

  4. Click the Settings tool to open the Realm page.
  5. Across the top of the page, click the Email MFA Setting tab.
  6. Scroll down the page and click Templates.
  7. Click the down arrow to select the template of interest.
  8. Click Apply Changes.
To apply an SMS OTP template:
  1. On the main menu, click Realms to open the Realms page.
  2. On the Realms page, locate the realm of interest and mouse over it.
  3. The tool bar slides in from the right end of the row.

  4. Click the Settings tool to open the Realm page.
  5. Across the top of the Realm page, click the SMS MFA Setting tab.
  6. Scroll down the page and click Templates.
  7. Click the down arrow to select the template of interest.
  8. Click Apply Changes.

Templates

An FortiToken Cloud (FTC) template refers to the message template that FTC uses to send OTP and token activation or transfer notifications to its end-users. FTC can notify its end-users of such activities either by email or SMS, depending on your configuration. It not only offers a number of default templates that you can use out of the box, but also enables you to create your own templates on the fly.

Note

The default templates are read-only, and cannot be altered.

Add a template

To add a template:
  1. On the main menu, click Settings>Templates to open the Templates page.
  2. In the upper-left corner of the Templates page, click Add Template.
  3. The Add New Template dialog opens.

  4. For Method, click the down arrow to select a notification method.
  5. Note: Method refers to the means that FTC uses to send OTP and token activation or transfer notifications to its end-users. To use email, you must provide a valid email address; to use SMS, you must provide a valid phone number with the correct country code for each and every end-user.

  6. For Type, click the down arrow to select a desired message template.
  7. Note: FTC offers three types of template, and each template is for a specific purpose. Be sure to create all the three types of template to take full advantage of this feature.

  8. Click Confirm.
  9. The dialog refreshes, showing more fields.

  10. Specify a unique name for the template.
  11. Make the desired changes to the subject of the message, if you like.
  12. Make the desired changes to the message content, if you like.
  13. Click Preview to review the message.
  14. Click Save.

Edit a template

Note

Only custom templates can be edited. Default templates are read-only and cannot be edited.

To edit a template:
  1. On the menu bar, click Settings>Templates to open the Templates page.
  2. On the Templates page, locate the custom template of interest and mouse over it.
  3. The tool bar slides in from the right end of the row.

  4. Click the Edit tool
  5. A dialog opens showing the settings of the template.

  6. Make the desired changes to the template.
  7. Click Preview to review the changes to the template.
  8. Click Save.

Delete a template

Note

Only custom templates can be deleted. Default templates are read-only, and cannot be edited or deleted.

To delete a template:
  1. On the menu bar, click Settings>Templates to open the Templates page.
  2. On the Templates page, locate the custom template of interest and mouse over it.
  3. The tool bar slides in from the right end of the row.

  4. Click the Delete tool
  5. Click Yes.
  6. The template is deleted from the Templates page after the page refreshes.

Apply templates

Note

All templates are applied at the realm level.

To apply a token activation and/or transfer notification template to a realm:
  1. On the main menu, click Realms to open the Realms page.
  2. On the Realms page, locate the realm of interest and mouse over it.
  3. The tool bar slides in from the right end of the row.

  4. Click the Settings tool to open the Realm page.
  5. Across the top of the Realm page, click the FTM Setting tab.
  6. Scroll down the page and click Notification Templates.
  7. In each of the field, click the down arrow and select the template of interest.
  8. Click Apply Changes.
  9. The selected templates are now applied to the realm and will be used when FTC sends token activation and/or transfer notifications to your end-users.

To apply an email OTP template:
  1. On the main menu, click Realms to open the Realms page.
  2. On the Realms page, locate the realm of interest and mouse over it.
  3. The tool bar slides in from the right end of the row.

  4. Click the Settings tool to open the Realm page.
  5. Across the top of the page, click the Email MFA Setting tab.
  6. Scroll down the page and click Templates.
  7. Click the down arrow to select the template of interest.
  8. Click Apply Changes.
To apply an SMS OTP template:
  1. On the main menu, click Realms to open the Realms page.
  2. On the Realms page, locate the realm of interest and mouse over it.
  3. The tool bar slides in from the right end of the row.

  4. Click the Settings tool to open the Realm page.
  5. Across the top of the Realm page, click the SMS MFA Setting tab.
  6. Scroll down the page and click Templates.
  7. Click the down arrow to select the template of interest.
  8. Click Apply Changes.