Access the User Authentication Page
- From the Ubersmith Dashboard, click Settings.
The Ubersmith Settings page appears. - From the Global Settings – Getting Started section, click User Authentication.
The User Authentication page appears.
Complete the Authentication Setting Section
- In the Allow Manual User Creation field, select Yes for users with appropriate access right the ability to create a new user. See Adding Users.
- In the Refresh Cached Group Data Every field, enter the number of days for Ubersmith to refresh the list of groups.
In the Unlock locked user account on password reset field, select Yes if you want Ubersmith to automatically unlock the user’s account once the password is reset.
- Click Update.
Complete the Authentication Modules Section
There are three available authentication modules available in Ubersmith: Active Directory, LDAP, and SAML. You can add new authentication modules or manage existing authentication modules.
Complete the Two-Factor Modules Section
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 your users as well as your clients and contacts.
To use two-factor authentication to log in, you will need to first add 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 Authy and Duo for your approved Ubersmith users and any time-based, one-time password (TOTP) token-generator application for client and contact users, which they can enable in the Client Portal.
You can add a two-factor authentication module or you can manage an existing two-factor authentication module.
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