Two-Factor Authentication (2FA)

Two-Factor Authentication (2FA)

Enable two-factor authentication for your organization so that users must verify their identity at an additional level when logging in. This will add an additional security layer for your organizational data.

Enabling 2FA

To access your settings for 2FA, navigate the side menu to:

  • Organizations & Users
  • Organization Setup
  • Security (option under page title)

You’ll have the following options on the Security page under Two-Factor User Authentication.

PropertyOptions
Enable/Disable 2FADisable (default)
Enable for Portal Only
Enable for Portal & App
Verify User OnNew Devices
Every Portal Login
Every Portal & App Login
AutenticatorChoose from the list or specific other

Verify User On

Specify when users should be challenged to verify their identity via two-factor authentication (2FA).  

By default, we require a verification code when the user first registers for 2FA and once per app is installed.  For additional security, you can require every login to be verified, for Portal users specifically or for all users. 

If you choose to require verification on every app login, your users will always need an internet connection to verify their 2FA code.

Authenticator

Specify your preferred authenticator app, which will be recommended to your users during their 2FA registration process.

Logging in with 2FA

After enabling 2FA, when a user logs in, an initial registration for the chosen authenticator will occur, and thereafter, the authenticator’s verification code can be provided.

Web Portal

 

App


    • Related Articles

    • Calculating the Difference Between Two Dates

      You might have a scenario where you need to capture the total time a user took to complete a form or the difference between the start and end times of an activity based on user input. This is where the DATEDIFF() function comes in handy. It can be ...
    • Calculating the difference between two date/time fields

      To calculate the difference between two date/time fields, create hidden fields that convert the time/date values gathered by time/date fields into a specific format using FORMAT-DATE. Then create another hidden or visible field with a dynamic value ...
    • Calculating the Duration/Time elapsed between two form fields

      For some questionaire/survey-type scenarios, you may wish to track the time it takes the user to fill out a Form, or maybe a section in the Form. This is done by storing a corresponding start and end date/time value, with these values being set when ...
    • Organization Setup

      Manage organization-wide settings by navigating the side menu to Organization & Users > Organization Setup. The Organization Setup page allows you to view and control company details such as name & logo and regional date, time & measurement settings, ...
    • Connecting to OneDrive (Personal)

      MS Graph Connection Recommended We highly recommend connecting your Microsoft services using the Microsoft Graph integration. As the unified gateway to Microsoft 365, a single MS Graph connection securely authenticates SharePoint, OneDrive, and Excel ...