SSO User Manual – Quick Reference

First Time login

Step 1: Enter the following URL in your browser http://sso.maxlifeinsurance.com

Step 2: Enter user ID, password and click the ‘Submit’ button.

Step 3: On correct entry of your user ID and password, you are directed the ‘password expired’ page. Enter your temporary password, the new password, confirm password information and finally click on ‘Change Password’

Step 4:  After clicking ‘Change Password’ you are directed to the Security Questions page, where you are required to fill in the answers for exactly 5 security questions. Fill in the answers and click the ‘Submit’ button.

Step 5: After you have submitted responses for the 5 challenges, you are directed to the ‘SSO Portal. You may access any of the applications by clicking the appropriate icon. On clicking the application icon, you will be directed to the application home page directly.

Access self-service and applications

Step 1: Enter the following URL in your browser http://sso.maxlifeinsurance.com

Step 2: Enter User Name, Password and click the ‘Submit’ button.

Step 3: On clicking the ‘Submit’ button you are redirected to the ‘SSO Portal. Next, click the ‘Self Service’ icon or the appropriate application. On clicking the ‘Self Service’ icon you will be redirected to the self-service page. On clicking an application, the relevant application will be launched.

Step 4: On clicking the ‘Self Service’ icon you will be directed the following Self Service page. To Logout from the Self Service page click the ‘Logoff’ link.

Step 5: On clicking the appropriate icon you are redirected to the application home page where you will be automatically logged into the application.

Request Application Account

Step 1: In order to make a request for an account, click the ‘Request Account’ link on the Self Service page.

Step 2: On clicking the ‘Request Account’ link, you will be redirected to the ‘Request Account’ page. You must specify information regarding the account you wish to request for and click the ‘Search’ button.

Step 3: On clicking the application link, you will be redirected to the ‘Account Information’ page where your Used ID and default role for the requested application will be displayed.

Step 4: In order to request for additional roles within the requested application, click the ‘Search’ button.

Step 5: On clicking the ‘Search’ button, a list of all the application roles, you may request for, is displayed. Add additional roles by selecting the checkbox for the relevant roles. Finally, click the ‘OK’ button.

Step 6: On clicking the ‘OK’ button, you are redirected to the ‘Account Information’ page where the roles you have selected will be prepopulated in the text area. You may delete a role by selecting it and clicking the ‘Delete’ button.

Step 7: Click the ‘Next’ button.

Step 8: On clicking the ‘Next’ button, you will be redirected to the ‘Request account confirmation’ page. Here, details regarding your User ID and Account type are displayed. Finally, click the ‘Request Account’ button.

Step 9: On clicking the ‘Request Account’ button, you will be redirected to the ‘Request Submitted’ page where request details are displayed.

Step 10: You can view your account request by clicking on the ‘View my requests’ link as well as you can request for another account by clicking the ‘Request Account’ link

Delete Application Account

Step 1: In order to delete an account, click on the ‘Delete Account’ link on the Self Service page.

Step 2: On clicking the ‘Delete Account’ link, you will be redirected to the ‘Delete Account’ page where you can view all the accounts that have been allocated to you. Click on the application link you wish to delete.

Step 3: On clicking the appropriate application link, you are redirected to the ‘Delete account


confirmation’ page. Verify the application you want to delete and then click the ‘Delete Account’ button.

Step 4: On clicking the ‘Delete Account’ button, you are redirected to the ‘Request submitted’ page where you can view the request details. To delete another account click the ‘Delete Account’ link.

View Application Accounts

Step 1: In order to view an account, click the ‘View Account’ link on the Self Service page.

Step 2: On clicking the ‘View Account’ link , you are directed to the ‘View account’ page where a table listing the various applications applicable to you is displayed. In order to return to the TIM Home page, click the ‘Home’ link.

View and Change Profile Information

Step 1: In order to view and change profile information, click the ‘View and Change Profile’ link on the Self Service page.

Step 2: On clicking the ‘View and Change Profile' link, you are redirected to the ‘View and Change profile’ page where you can view and update your existing profile information.

Step 3: After changing relevant information, click the ‘OK’ button

Step 4: On clicking the ‘OK’ button, you are redirected to the ‘Request submitted’ page where you can view the request details. In order to return to the TIM Home page, click the ‘Tivoli Identity Manager Home’ link.

View My Requests

Step 1: In order to view requests, click the ‘View My Requests’ link on the Self Service page.

Step 2: On clicking the ‘View My Requests' link, you are redirected to the ‘View my requests’ page where you can view the request type, date of submission and status of the requests made by you. To return to the Self Service page click the “Home” link.

Step 3: On clicking the application link you can view the complete request information.

Change Password

Step 1: In order to change the password, you should click the ‘Change Password’ link on the Self Service page.

Step 2: On clicking the ‘Change Password’ link, you will be redirected to the ‘Change password’ page.

Step 3: you can view the list of accounts that will be affected by this password change by clicking the ‘View my accounts that will be affected by this password change’ link

Step 4: you can click the “Review the criteria for my new password’ link in order to view any password constraints applicable to the new password and finally, you are required to enter your new password and click on the ‘OK’ button.

Step 5: On clicking the ‘OK’ button you will be redirected to the ‘Request Submitted’ page where you can view your request details. In order to perform other tasks you can return to the Self-service Home page by clicking the ‘Home’.

Change Forgotten Password Info

Step 1: In order to change forgotten password information, click the ‘Change Forgotten password Information’ link on the Self Service page.

Step 2: On clicking the ‘Change Forgotten Password Information’ link, you will redirected to the ‘Change Forgotten Password Information’ page. Click the ‘Clear’ button to clear previous response information and enter a new answer in the appropriate text boxes. Next, click the ‘OK’ button.

Step 3: On clicking the ‘OK’ button, you will redirected to the ‘Request Completed’ page where you can view details regarding the information updated. In order to perform more tasks click on the ‘Tivoli Identity Manager Home’ link.

Forgot Password

Step 1: In case you forget your password, enter your ‘User Name’ and click the ‘Forgot Password’ link on the ‘SSO Login’ page.

Step 2: On clicking the ‘Forgot Password’ link, you will be redirected to the ‘forgot password’ page where you are required to enter the answers to the security questions filled up on first time login. On entering the answers, click the ‘Submit’ button.


Step 3: On entering the correct answers, you are presented with the option to reset your password. Enter the new password and confirm password information and click on the ‘Change password’ button.

Step 4: On clicking the ‘Change Password’ button you will be redirected to the ‘SSO Login’ page. You can now login with the new password.

Approve and Review Requests

Step 1: In order to view requests, click the ‘Approve and Review Requests’ link on the Self Service page.

Step 2: On clicking the ‘Approve and Review Requests’, you will be directed to the ‘Approve and Review Requests’ page, click the link of the request you wish to approve/reject.

Step 3: On clicking the relevant request link, you are redirected to the ‘information’ page, On clicking the request you are redirected to the ‘Review request’ page where you can approve or reject a request by clicking on the appropriate radio button. Next, click the ‘OK’ button

Step 3: On clicking the ‘OK’ button, the response submitted details are displayed.

Delegate Activities

Step 1: In order to view requests, click the ‘Delegate Activities’ link on the Self Service page.

Step 2: On clicking the ‘Delegate Activities’ link, you are redirected to the ‘Delegate activities’ page. Click the ‘Choose Delegate’ button to specify the user you want to delegate to.

Step 3: On clicking the ‘Choose Delegate’ button, you are redirected to the ‘Search for user’ page.

Step 4: Specify the search criteria by clicking on the appropriate drop down menu option and enter relevant user credentials and click the ‘Search’ button.

Step 5: On clicking the ‘Search button’ a table containing a relevant list of users is displayed. Click the user you wish to delegate to

Step 6: On clicking the user you wish to delegate to, you are redirected to the ‘Delegate activities’ page.

Specify the start and end date for the delegation of activities by clicking the adjoining calendar button.

Step 6:After selecting the start date and end date for delegation, click the ‘OK’ button.

Step 7: On clicking the ‘OK’ button, you are redirected to the ‘Delegate activities saved’ page where you may view delegation details.

Step 8: In order to stop delegation activity click the ‘Stop Delegating’ button on the delegate activities page.

Accessing SSO Portal through VPN

Step 1: Enter the following URL in your browser http://vpn.maxlifeinsurance.com

Step 2: Enter User Name, Password and click the ‘Submit’ button.

Step 3: On Entering the correct User ID and Password, you will receive a message containing the OTP on the number that you have specified as your preference number. Enter the OTP and Click the ‘Submit’ button.

Step 4: On Clicking the ‘Submit’ button, you will be redirected to the landing page where you can click on the SSO Log in ICON to log into SSO Portal.

Step 5: On Clicking the SSO Login icon, a new window with the ‘SSO Login’ page will be displayed. Enter your User Name and Password and click the ‘Submit’ button to Log into The SSO Portal.