MFA

Introduction

MFA(Multi-Factor Authentication)is a security technology that requires multiple methods of authentication from independent categories of credentials to verify a user's identity for a login process or other transactions. Multifactor authentication combines two or more independent credentials: what the user knows, such as a password; what the user has, such as a security token; and what the user is, by using biometric verification methods.

Note:- MFA is not mandatory, and users can opt-in any time, and disable it later if desired. 

Cloudoffis provides three different options for MFA to provide flexibility for users using multiple devices:

• Scan QR

• SMS Text message 

• Email Authentication

Note:- You can use one or more of these MFA options. Setting up more than one will provide you with alternative methods of logging in and better security.

MFA Set Up

Step 1:- Click on Admin>Integrations>MFA.

Step 2:- Click on the Muti-Factor Authentication tab.

Note:- If this is not visible, it is recommended to clear the cache on your browser by pressing Ctrl & F5 together. 

Step 3:- Choose the MFA options which you want to activate from the available ones and follow the instructions given below.

Scan QR

The first option is to scan a QR code provided, using Google Authenticator or Microsoft Authenticator.

Note:- Setup can also be done via a desktop/browser authenticator if you choose.

Step 1:- Click the Enable button underneath the Scan QR Code option.

Step 2:- Scan the code displayed on your screen with the authentication app of your choice, or add the code manually into the app, then click Next.

Step 3:- Then, enter the Authenticator code generated by your app along with your login password.

Step 4:- Once entered, click on Verify Code, and you will then get a confirmation message.

SMS Text

Second option available is to receive a one-time OTP via text message.

Step 1:- Click on the Enable button underneath the SMS Text Message option.

Step 2:- Enter your Country to automatically generate the Country Code then enter your mobile phone number, then click Send Code.

Step 3:- You will receive a text message with an OTP code.

Step 4:- Enter the code received in the Text Message, along with your SMSF Sorted login password, then click Verify Code.

Step 5:- Once the code is verified, a verified symbol will be available on the top as shown below.

Mail Authentication

The third option available is to receive an email on your registered email address with a verification code.

Step 1:- Click the Enable button underneath the Mail Authentication option.

Step 2:- Click Send Code from the appearing screen.

Step 3:- You will then receive a verification code on your registered Email ID. 

Step 4:- Use that code with your login password and click on Verify Code to process forward.

Step 5:- Once done you’ll receive a confirmation text.

Login Process With MFA Activated

With MFA enabled, you will be asked for a verification code after entering your login ID and Password.

You will receive a Verification code Depending on the method(s) you have chosen to set up, enter the Verification code to log in successfully.

Note:- If you have more than one method enabled, e.g., Text and email, you will receive different codes for each method. Either code will be valid for three minutes after the receipt. If you are using an authenticator app, the expiry period for codes is shorter depending on the app used.

Disable MFA

To disable one or more of the MFA options, follow the steps given below:

Step 1:- Click on Admin>Integrations.

Step 2:- Click on the Muti-Factor Authentication tab.

Step 3:- You will then be presented with the various MFA options.

Step 4:- Click the Disable button for the MFA option you wish to turn off. 

The relevant option will be disabled and will have an Enable button, instead of Disable.

​

To learn more about the process, explore best practices, and make the most of our features, please visit our Knowledge Base. Contact our Support team if you need any assistance.

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