Enabling two-factor authentication: Difference between revisions

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|title=Enabling two-factor authentication
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|keywords=planfix, two-factor authentication, security, account management, account security
|description=Enabling two-factor authentication
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Primary account admins can set a [[two-factor authentication]] policy for an entire account in the section:


The policy of two-factor authentication for the entire account is set by the account administrator in the section:
'''Account management''' — '''Account security''' — '''Two-factor authentication''':
==There are several modes:==
'''For employees'''
*No employees can use this type of authentication;
*All employees can use this type of authentication (this is the default setting);
*All employees must use this type of authentication;
*Only selected employees or groups must use this type of authentication.
'''For customers'''
*No clients can use this type of authentication (this is the default setting);
*All clients must use this type of authentication;
*Only selected customers and contacts must use this type of authentication.


'''Account Managemen t> Account Security> Two-Factor Authentication''':
When the administrator chooses an option that requires certain employees or customers to use two-factor authentication, at their next login these employees will be asked by Planfix to install the [[Google Authenticator]] app and register the app in Planfix.
==Important==
*Primary account admin can enable two-factor authentication for the entire account.
*Administrators can only enable it for individual employees.


 
== Go To ==
https://pic.planfix.ru/pf/wj/CrTZmo.jpg
 
 
There are several modes of operation:
 
 
'''For staff'''
 
* No employee can use this type of authentication;
* All employees can use this type of authentication;
* All employees are required to use this type of authentication;
* Only selected employees or groups are required to use this type of authentication.
 
 
'''For clients'''
 
* No customer can use this type of authentication;
* All clients are required to use this type of authentication;
* Only selected clients and contacts are required to use this type of authentication.
 
 
'''Default settings for all accounts'''
 
* All employees can use this type of authentication;
* None of the clients can use this type of authentication.
 
 
If the administrator selects one of the following items:
 
* All employees are required to use this type of authentication;
* Only selected employees or groups are required to use this type of authentication;
* All clients are required to use this type of authentication;
* Only selected clients and contacts are required to use this type of authentication,
 
 
the next time you log in, Planfix will ask you to install the mobile application and register the application in Planfix service.
 
 
== Go ==
*[[Two-factor authentication]]
*[[Two-factor authentication]]
*[[Security]]
*[[Security]]
*[[Feature Description]]

Latest revision as of 07:08, 11 June 2025

Primary account admins can set a two-factor authentication policy for an entire account in the section:

Account managementAccount securityTwo-factor authentication:

There are several modes:

For employees

  • No employees can use this type of authentication;
  • All employees can use this type of authentication (this is the default setting);
  • All employees must use this type of authentication;
  • Only selected employees or groups must use this type of authentication.

For customers

  • No clients can use this type of authentication (this is the default setting);
  • All clients must use this type of authentication;
  • Only selected customers and contacts must use this type of authentication.

When the administrator chooses an option that requires certain employees or customers to use two-factor authentication, at their next login these employees will be asked by Planfix to install the Google Authenticator app and register the app in Planfix.

Important

  • Primary account admin can enable two-factor authentication for the entire account.
  • Administrators can only enable it for individual employees.

Go To