Two-factor authentication adds another level of security to your Ubersmith account. It requires a second form of verification, in addition to a user name and password. Two-factor authentication is available for admin, client, and contact usersyour users as well as your clients and contacts.
To use two-factor authentication loginto log in, you will need to first add it in the two-factor authentication module to Ubersmith and also install and configure an approved third-party, two-factor service on your mobile device. Ubersmith integrates with with Authy and Duo for admin users and any timeand Duo (using Web SDK) for your approved Ubersmith users and any time-based, one-time password (TOTP) token-generator application for client and contact users.
Steps
From the Setup & Admin Dashboard, in the Global Settings section, click the User Authentication link.
The Authentication Settings window appears.
, which they can enable in the Client Portal.
Access the Add Two-Factor Module Page
- Access the User Authentication page.
- From the Authentication Modules section, click Add New Two-Factor Module link.
The Add Two-Factor Module window page appears.
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- On the Details tab, complete the following:
from the list:
For admin users – Select either Authy or Duo.
For – Select : select Duo, the Enable For field automatically selects Admins.If you select TOTP, the Enable For field enables for Client and Contact. Select the type of user you need to enable.
- On the Config tab, complete the following:
For admin users: Fill out the displayed fields based on the configuration information supplied to you from either Authy or Duo.
For client and contact users: no action is required.
- Click Save or Save & New.
- Due, Admins is automatically selected. If you selected TOTP, select Clients and/or Contacts.
Complete the Config Tab
Different fields display depending on the two-factor module selected. Enter the appropriate information for each field that displays.
- If you selected Authy or Duo, use the configuration information supplied from them.
- If you selected TOTP, no configuration is necessary.
Configuring Users
After adding a two-factor module, you will need to configure your user accounts to start logging in using it.
- Access the Users page.
- From the user’s row, click their name or details.
The Preferences page appears. - In the User Info section, click edit.
The User Info & Brand Access page appears. - From the Two-Factor Module field, select the two-factor application to use.
- Click Save.
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