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ACTIVATE MY ACCOUNT My IDB Operations Portal

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Page 1: ACTIVATE MY ACCOUNT How_To_Activate_My... · Activate My Account –IDB Extranet Instruction View 9 A - 1 To Setup Okta verify, click on the Setup button below this multifactor option

ACTIVATE MY ACCOUNT

My IDB Operations Portal

Page 2: ACTIVATE MY ACCOUNT How_To_Activate_My... · Activate My Account –IDB Extranet Instruction View 9 A - 1 To Setup Okta verify, click on the Setup button below this multifactor option

Recommended Browsers:

Google Chrome

Internet Explorer version 11

OBJECTIVE

How to activate my account to access the IDB Extranet

and the information about my operations with the IDB.

Important note for eDisbursements users : if you are a

eDisbursements user that authorize transactions you will need a

smart phone to install a soft token or you should contact the IDB

Country Office to request a hard token, to complete the account

activation process.

Page 3: ACTIVATE MY ACCOUNT How_To_Activate_My... · Activate My Account –IDB Extranet Instruction View 9 A - 1 To Setup Okta verify, click on the Setup button below this multifactor option

Activate My Account – IDB Extranet

Instruction View

1) You will received an email with

instructions on how to activate your

account.

Go to your e-mail inbox and look for

an email from [email protected], with

the “Link Activation” subject.

Open the email and click on the link

to activate your account.

2) Enter a new password in the New

Password field. Please note that

your password must meet the

requirements indicated in the image.

Complete the Repeat New

Password field to confirm the

password.

Page 4: ACTIVATE MY ACCOUNT How_To_Activate_My... · Activate My Account –IDB Extranet Instruction View 9 A - 1 To Setup Okta verify, click on the Setup button below this multifactor option

Activate My Account – IDB Extranet

Instruction View

3) Click on the triangle on the right-hand

corner to open the drop-down menu to

choose a “forgot your password

question” as an alternative to recover your

password in case you forget it.

Enter the answer to the selected question in

the Answer field.

4) OPTIONAL - the system provides two

additional options to recover your password

using your cell phone.

If you want to activate one of these options,

click on Add Phone Number and place

your cell phone number.

The first option will send you a code by text

message as a way to recover your

password and the second option will dictate

the code through a phone call.

Page 5: ACTIVATE MY ACCOUNT How_To_Activate_My... · Activate My Account –IDB Extranet Instruction View 9 A - 1 To Setup Okta verify, click on the Setup button below this multifactor option

Activate My Account – IDB Extranet

Instruction View

5) Click on Create My Account.

IMPORTANT - For eDisbursements users

ONLY. The account activation has additional

steps to add an additional layer of security

to authorize transaction in eDisbursements.

Go to the step No.9

6) Click on Configure Factor to configure a

security question as a second level of

authentication.

Page 6: ACTIVATE MY ACCOUNT How_To_Activate_My... · Activate My Account –IDB Extranet Instruction View 9 A - 1 To Setup Okta verify, click on the Setup button below this multifactor option

Activate My Account – IDB Extranet

Instruction View

7) Click on the triangle on the right-hand

corner to open the drop-down menu to

choose a question as a second level of

security.

Enter the answer to the selected question in

the Answer field.

Click on Save.

8) The account activation process is

completed. The system will log in the

Extranet.

Note: Please note that the homepage is

personalized and the content depends on

the user role (Borrower, Executor or

Liaison).

Important: Please keep in mind that the

email associated to your Extranet

account will be your User ID (username)

to access the portal.

Example: Debtor Homepage

Page 7: ACTIVATE MY ACCOUNT How_To_Activate_My... · Activate My Account –IDB Extranet Instruction View 9 A - 1 To Setup Okta verify, click on the Setup button below this multifactor option

Activate My Account – IDB Extranet

Instruction View

9) For eDisbursements users only.

It is required to configure a Multifactor option. The Secret Question

Authentication option can be Setup to activate the user account but it is

not valid to authorize transactions in the eDisbursements

application.

If you are a eDisbursements user that do not need to authorize

transactions, click on Setup under the Security Question option, at the

bottom of the list, then follow the steps 7 and 8 (page 6) to complete your

activation process.

If you are a eDisbursements user that authorize transaction in

eDisbursements, you can set up one of the following options:

A. Okta Verify: Mobile application (Soft token).

B. Google Authenticator: Mobile application (Soft token) (Go to page

12)

C. Yubikey: USB Key (Hard token) (Go to page 17)

D. Security Question: If you choose this option you will be able to

activate your account but once you logged in into eDisbursements, it

would required to Setup one of the previews Multifactor

Authentication (MFA) options to authorize transactions. There is an

option to complete this Setup from the eDisbursements application.

Follow the steps 7 and 8 (page 6) to complete the activation process.

Users are allowed to set up more than one Multifactor Authentication

from the options available.

Page 8: ACTIVATE MY ACCOUNT How_To_Activate_My... · Activate My Account –IDB Extranet Instruction View 9 A - 1 To Setup Okta verify, click on the Setup button below this multifactor option

Activate My Account – IDB Extranet

Instruction View

9 A - 1 To Setup Okta verify, click on the Setup button

below this multifactor option.

9 A - 2 Choose your mobile type to Setup Okta verify.

(Apple, Android or Windows)

Before continuing, it is required to download the

applications from the App Store for iPhone, from the Play

Store for Android or from the Windows Store for Windows

Phone. You can also use the following links to download

the Okta Verify application from the mobile device:

For iPhone: https://itunes.apple.com/us/app/okta-

verify/id490179405

For Android:

https://play.google.com/store/apps/details?id=com.okta

.android.auth

For Windows Phone:

http://www.windowsphone.com/en-us/store/app/okta-

verify/9df0e2c4-7301-411f-80e5-62fcf6679666

Note: these links are provided in the page when the

mobile type is selected. The user will be guided from the

page to complete the Setup for Okta Verify.

Page 9: ACTIVATE MY ACCOUNT How_To_Activate_My... · Activate My Account –IDB Extranet Instruction View 9 A - 1 To Setup Okta verify, click on the Setup button below this multifactor option

Activate My Account – IDB Extranet

Instruction View

9 A - 3 Once the application has been downloaded

in the mobile device, click Next.

9 A - 4 A barcode will be displayed. Launch the

Okta Verify application in the mobile device and

select from there Add an account. The barcode

has to be scanned with the mobile device camera

from the Okta Verify application.

Page 10: ACTIVATE MY ACCOUNT How_To_Activate_My... · Activate My Account –IDB Extranet Instruction View 9 A - 1 To Setup Okta verify, click on the Setup button below this multifactor option

Activate My Account – IDB Extranet

Instruction View

9 A - 5 After scanning the bar code, the next

screen will show that the Setup/Enrollment for the

Okta Verify application is completed.

Also a token number will be generated in the Okta

Verify application in the mobile device. It is not

necessary to enter this number in the Setup page.

This number will be requested to authorize

transactions in eDisbursements.

9 A - 6 Alternative Setup options for Okta Verify

application: in case not been able to scan the bar

code with the mobile device camera, please select

the option Can’t scan? located below the bar code

image.

Page 11: ACTIVATE MY ACCOUNT How_To_Activate_My... · Activate My Account –IDB Extranet Instruction View 9 A - 1 To Setup Okta verify, click on the Setup button below this multifactor option

Activate My Account – IDB Extranet

Instruction View

9 A - 7 A new window will be displayed to choose from

the following alternative options to Setup the Okta

Verify application in the mobile device:

a. Send activation link via SMS (the mobile number

needs to be entered here to receive a SMS

message).

b. Send activation link via Email.

c. Setup manually without push notification (this

option generates a temporary secret key that

needs to be entered in the Okta Verify mobile

application to complete the Setup).

After complete the Setup, click Send.

9 A - 8 After complete the Setup, the screen will show

that the Setup/Enrollment for the Okta Verify

application is completed.

You can set up any additional optional factor or click

Finish at the button of the page to completed the

activation process. The system will log in the Extranet.

Note: Please note that the homepage is personalized

and the content depends on the user role (Borrower,

Executor or Liaison).

Page 12: ACTIVATE MY ACCOUNT How_To_Activate_My... · Activate My Account –IDB Extranet Instruction View 9 A - 1 To Setup Okta verify, click on the Setup button below this multifactor option

Activate My Account – IDB Extranet

Instruction View

9 B - 1 To Setup Google Authenticator, click on the

Setup button below this multifactor option.

9 B- 2 Select your mobile type (Apple, Android or

Windows).

Before trying to Setup Google Authenticator, it is required to

download the applications from the App Store for iPhone,

from the Play Store for Android or for Blackberry. You can

also use the links below to download the Google

Authenticator application from your mobile device:

For iPhone: https://itunes.apple.com/us/app/google-

authenticator/id388497605

For Android:

https://play.google.com/store/apps/details?id=com.googl

e.android.apps.authenticator2

For Blackberry:

https://support.google.com/accounts/answer/1066447

Note: these links are also provided in the page when the

mobile type is selected. The user will be guided to complete

the Setup for Google Authenticator.

Page 13: ACTIVATE MY ACCOUNT How_To_Activate_My... · Activate My Account –IDB Extranet Instruction View 9 A - 1 To Setup Okta verify, click on the Setup button below this multifactor option

Activate My Account – IDB Extranet

Instruction View

9 B - 3 Once the application has been downloaded

in the mobile device, click Next.

9 B - 4 A barcode will be displayed. Launch the

Google Authenticator application in the mobile

device and select from there Add an account. The

barcode has to be scanned with the mobile device

camera from the Google Authenticator

application.

Page 14: ACTIVATE MY ACCOUNT How_To_Activate_My... · Activate My Account –IDB Extranet Instruction View 9 A - 1 To Setup Okta verify, click on the Setup button below this multifactor option

Activate My Account – IDB Extranet

Instruction View

9 B - 5 After scanning the bar code, enter

the code displayed from the Google

Authenticator application. The application

in the mobile device will generate the code

that needs to be entered in this field. Click

on the Verify button after enter the code in

the field to finish the Setup.

The next screen will show that the

Setup/Enrollment for the Google

Authenticator application is completed.

9 B - 6 Alternative Setup options for

Google Authenticator application: in case

not been able to scan the bar code with the

mobile device camera, please select the

option Can’t scan? located below the bar

code image.

Page 15: ACTIVATE MY ACCOUNT How_To_Activate_My... · Activate My Account –IDB Extranet Instruction View 9 A - 1 To Setup Okta verify, click on the Setup button below this multifactor option

Activate My Account – IDB Extranet

Instruction View

9 B - 7 A new window will be displayed

with a code, to Setup the Google

Authenticator application manually.

9 B – 8 Go to your Google Authenticator

application in the mobile device, choose

the option Manual entry.

Page 16: ACTIVATE MY ACCOUNT How_To_Activate_My... · Activate My Account –IDB Extranet Instruction View 9 A - 1 To Setup Okta verify, click on the Setup button below this multifactor option

Activate My Account – IDB Extranet

Instruction View

9 B - 9 Enter the Account username (E-mail account

that is being Setup) and input the code generated

from the Setup page, in the Secret Key Field of the

Google Authenticator application.

Once you complete the fields, click on the check

mark at the top of the screen.

9 B – 10 After complete the Setup, the screen will

show that the Setup/Enrollment for the Google

Authenticator application is completed.

You can set up any additional optional factor or click

Finish at the button of the page to completed the

activation process. The system will log in the

Extranet.

Note: Please note that the homepage is personalized

and the content depends on the user role (Borrower,

Executor or Liaison).

Page 17: ACTIVATE MY ACCOUNT How_To_Activate_My... · Activate My Account –IDB Extranet Instruction View 9 A - 1 To Setup Okta verify, click on the Setup button below this multifactor option

Activate My Account – IDB Extranet

Instruction View

9 C - 1 To Setup Yubikey, click on the Setup button below this

multifactor option.

9 C- 2 A message will show up requesting to insert the Yubikey

Token into a USB port of the computer. Please wait a few

seconds after inserting the Yubikey Token into the USB port, to

give time the computer recognizes it.

Tap/push the button located at the middle of the physical

Yubikey USB Token to generate a verification code. A

verification code will be automatically generated.

Enter the code in code field and click Verify.

You have completed the Setup/Enrollment for the Yubikey USB

Token.

You can set up any additional optional factor or click Finish at

the button of the page to completed the activation process. The

system will log in the Extranet.

Note: Please note that the homepage is personalized and the

content depends on the user role (Borrower, Executor or

Liaison).

Page 18: ACTIVATE MY ACCOUNT How_To_Activate_My... · Activate My Account –IDB Extranet Instruction View 9 A - 1 To Setup Okta verify, click on the Setup button below this multifactor option

NEED HELP?

Contact [email protected] to report issues and please

include the following information:

1. Description of the issue

2. Screenshots