Increase your security and control by implementing two-factor authentication (2FA) for your Access Identity which will apply when logging into the CRM through your Access login.
2FA can either be configured by each of your users or you can implement a Security Policy. A Security Policy allows you to specify some enhanced security features that your users must follow, such as force two-factor authentication and require CAPTCHA during login. To configure a Security Policy for your Access Identity, follow this guide here.
Prerequisites
You'll need an Access Identity account linked with your CRM to follow the steps in this guide
Step 1: Navigate to Access Identity
You can access Access Identity here, or by clicking 'My Dashboard' via the Access button in the top left-hand corner of the CRM.
Step 2: Navigate to My Account
Once you're in Access Identity, head into the 'My Account' area from the top right-hand corner to configure your settings.
Step 3: Get Start with 2FA
You can now configure your own 2FA through the 'Two-factor authentication' tab within the 'My Account' area of Access Identity.
Step 4: Select 2FA method
Using Access Identity's 2FA, you have three implementation methods:
FIDO2 or U2F authenticator: This option is for using hardware biometeric features such as FaceID, fingerprint from your device.
Text Message: Use this option if you'd like to receive a text message to your mobile as your authentication.
Authentication App: This option is for if you have a third-party authenticator app, such as Microsoft Authenticator downloaded on your device.
Step 5: Complete Set-Up
Once you've selected which 2FA option you'd like to configure, complete the instructions on screen. Once your method has been verified, you'll now be required to use 2FA when logging into Access Identity.
Still need some help? Check out this article which includes a video that walks through setting up 2FA using Access Identity.