Axcient Help Center

How to Set Up Two-Step Authentication

Two-Step Authentication adds a second verification step when a user logs into the web portal, or when the user registers a desktop client, the Outlook add-in, or a mobile device. With Two-Step Authentication, end users will be sent an authentication code through an Authenticator Mobile App, text message, or email, depending on their own configuration settings. They must then enter their authentication code—along with their username and password—before they can access the system.

Two-Step Authentication applies to:

  • The web portal—the user will be prompted to enter an authentication code when logging into the web portal.

  • The desktop client—the user will be prompted to enter an authentication code when registering the desktop client.

  • The Outlook add-in—the user will be prompted to enter an authentication code when registering the Outlook add-in, when opening a new Outlook session, or when changing credentials.

  • A mobile device—the user will be prompted to enter an authentication code when accessing a mobile app for the first time. The user will also be asked to configure a passcode (also called a PIN if you are using an Android device) when accessing mobile apps at subsequent sessions. Configuring a passcode is required if Two-Step Authentication was configured as an organization policy; it is optional if Two-Step Authentication was configured as a user policy.

Note

End users need to configure Two-Step Authentication settings before installing the desktop client. End users will only be prompted to enter an authentication code if they have already configured their Two-Step Authentication preferences.

Configuring Two-Step Authentication

Two-Step Authentication can be configured in multiple ways.

  • End users can optionally configure their own Two-Step Authentication settings in their Account Settings page. For more information, please reference the End User Guide.

  • Administrators can turn on the Require Two-Step Authentication policy in the Policies section of the Settings tab. When this policy is enabled, end users will be prompted to configure their own Two-Step Authentication settings as soon as they log in to the web portal.

To turn on Two-Step Authentication for an organization:

  1. Click the Settings tab. The Settings page displays.

  2. In the Settings page, click the Policies tab. The Policies section displays.

  3. In the Policies section, scroll down until you see the policy titled, Require Two-Step Authentication. Select the Require Two-Step Authentication checkbox.

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  4. Click the Save button when you are finished.

From an end user's perspective, when the Require Two-Step Authentication policy is enabled, he or she will be required to configure individual authentication settings when logging into the web portal. For more information, please reference the End User Guide.

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