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Two-factor authentication

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5 min readUpdated

Two-factor authentication at a glance

The 2-Factor authentication configuration screen is where you review user two-factor choices, trusted devices—the device records associated with sign-ins—and modification history—the record of changes made by users on this screen.

If you need to…Go to
Review or change user two-factor choices and code-recipient choicesMaintain user two-factor settings
Review signed-in devicesReview trusted devices and modifications
Read changes made on the configuration screenReview trusted devices and modifications
Resolve a failed save or unavailable actionWhen a setting or device action does not work

Before you start

Prerequisites

  • You can open the 2-Factor authentication configuration screen.
  • Editing permission determines whether Save and Save and Close are available for changes.
  • User rows and their checkboxes appear when the user details are available.
  • The Last Modifications area appears when the configuration has a company identifier.
  • Device actions depend on the state shown for each device.

Find the Two-factor authentication screen

Prerequisites

  • You are signed in and can open the configuration area.

Steps

  1. Open the 2-Factor authentication configuration entry.
  2. Confirm that the address is /configuration/2factor-authentications.
Confirm the configuration title, tabs, and save controls at the top of the screen.

Result: The 2-Factor authentication screen opens with the two-factor settings and the Trusted devices tab available.

Understand the screen and its fields

The screen groups user two-factor choices, trusted-device details, and modification history into separate tabs and panels.

AreaWhat you can reviewWhen it appears
2-Factor authenticationUser, Apply 2 factor authentication, Send verification code, By mail, Y/N, To admin., and To userWhen the two-factor tab is active and user details are available
Trusted devicesDevice name, Trusted machine, Location, First login at, and Last login atWhen the trusted-devices tab is active
Last ModificationsA chronological history of actions performed by usersWhen the configuration has a company identifier

The two-factor table uses By mail for both child columns. The visible grouped header also shows Y/N and By SMS, while the mounted child columns carry the By mail caption. The trusted-device columns are read-only. The screen does not provide editable text, date, or numeric fields.

The trusted-devices table includes a User column and displays Count: 288. An icon-only Refresh control is available.

The Last Modifications panel includes the text The audit log provides you with a chronological sequence of actions performed by the users and dated history entries.

Review the user rows and grouped two-factor headers before changing a setting.

Maintain user two-factor settings

Change the settings shown in the user rows here.

Prerequisites

  • The 2-Factor authentication tab is active.
  • User details are available.
  • Editing is allowed, and Save or Save and Close is enabled after a change.

Steps

  1. In the user row, select the checkbox under Apply 2 factor authentication.

  2. Review the resulting email-code choice under By mail.

  3. Select the recipient checkbox under To admin. or To user when two-factor authentication is enabled for that user.

  4. Use the all-user checkboxes when the same choice applies across the user rows. The admin/user recipient checkboxes keep the two recipient choices mutually aligned.

  5. Choose one save action:

    If you need to…Select
    Save the changes and remain on the screenSave
    Save the changes and leave the screenSave and Close
  6. Read the result message. A successful save uses Your request was completed successfully.

  7. If the save is rejected, read An error occurred while processing your request and return to the changed settings before trying again.

Result: The selected two-factor and recipient choices are submitted, and either the screen remains open or it closes according to the save action you selected.

Review trusted devices and modifications

Use Trusted devices to review device records associated with sign-ins, and use Last Modifications to read changes made by users on this screen.

Prerequisites

  • The 2-Factor authentication screen is open.
  • The configuration has a company identifier if you need to read Last Modifications.

Steps

  1. Select Trusted devices.

  2. Review the columns Device name, Trusted machine, Location, First login at, and Last login at.

  3. Choose the applicable Last Modifications action:

    Panel stateReader action
    AvailableSelect Last Modifications.
    UnavailableContinue with the trusted-device review.
  4. If the panel is available, read the dated entries in the history panel.

Review the trusted-device columns and device rows.
Read the dated entries under Last Modifications.

Result: The screen shows the trusted-device details and, when Last Modifications is available, its dated history.

Handle trusted-device actions

Device actions depend on whether the selected row is marked as a trusted machine.

Prerequisites

  • The Trusted devices tab is open.
  • A device row is visible in the Trusted devices tab.

Steps

  1. Select Untrust for a trusted device or Delete for a device that is not trusted to open the corresponding confirmation.

    If the device is…Select
    TrustedUntrust
    Not trustedDelete
  2. Select Cancel to close the confirmation without changing the device.

  3. Read the confirmation question for the action you selected:

    ActionConfirmation question
    UntrustAre you sure you want to untrust this device?
    DeleteAre you sure you want to delete this device?

Result: Selecting Untrust or Delete opens the corresponding confirmation, and selecting Cancel closes it without submitting the action.

When a setting or device action does not work

What you seeWhat it meansWhat to do
An error occurred while processing your requestThe save request was rejected.Review the changed settings and try the enabled save action again.
Save or Save and Close is unavailableEditing is not allowed, or no change is available to save.Review your access and make a change before selecting a save action.
User checkboxes are not availableUser details are not available for the two-factor table.Remain on the screen and work from the user rows when they appear.
Last Modifications is not availableThe configuration does not have the company identifier required for that panel.Continue with the two-factor or trusted-device tabs.
A device action is not availableThe row state does not expose that action.Use the action that matches the state shown for the row.

The confirmation wording is available when its corresponding dialog opens. The save success message is Your request was completed successfully.

Out of scope

The following confirmation titles belong to the corresponding two-factor confirmation states, not to the trusted-device actions described above.

MessageScope
Enable 2FA for your accountEnable confirmation state
Disable 2FA for your accountsDisable confirmation state

What to do next

After reviewing the tables or saving a change, stay on the screen to review the updated choices, or use Save and Close when you have finished and want to leave it.

Result: Your configuration review ends on the updated screen or after Save and Close leaves it.

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Two-factor authentication — PAMS Fresh Generation