2 Factor Authentication

Applications › Configurations › 2 Factor Authentication

Overview

Use 2 Factor Authentication to review and manage authentication-related user records from Configurations > 2 Factor Authentication. This screen is intended for users who need to locate specific user entries, review the available reporting settings, and retain related files or history where required. Use the available filters before working with records so that you update or review the correct users.

Settings

Before working with authentication records, open Configurations > 2 Factor Authentication and define the view you need using the available filters. The screen provides filters for users and fields, together with selection, attachment, and save actions.

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Note: The screen provides filters and record actions, but it does not display a separate enable/disable setting or an authentication-status field. Review the selected users and save only the changes you intend to retain.

Reports Settings

The Reports Settings (reports settings) tab contains the reporting-oriented view for the available authentication-related user records. Use Filter by user to focus on an individual user record, or use Filter by field when you need to narrow the results by a displayed field. The records shown in this view represent user entries rather than a separate authentication lifecycle stage.

No control is provided on the screen to move a record into or out of Reports Settings. Use the available filtering, review, attachment, and save actions while working in this tab.

Workflow

1. Open Configurations > 2 Factor Authentication to access the authentication record view. Review the displayed user entries before selecting or modifying any item.

2. Decide whether you need to work with all users or a specific user.

   • To focus on one user, use Filter by user and choose the relevant user record.
   • To refine the results further, use Filter by field and apply the required field-based filter.
   • Review Selected items to confirm that the intended records are selected.

   Tip: Apply user filtering before using record actions. This reduces the risk of reviewing history or adding files to the wrong user entry.

3. Decide whether you need to review the reporting view. Select Reports Settings (reports settings) to work with the report-related record view. Confirm that the filtered entries are still the records you intend to review.

4. Decide which record action is required.

   • Select Two-Factor Authentication (twoFactorAuth) when you need to open the available two-factor-authentication action for the selected context.
   • Select Log History (logHistory) when you need to review the available history for the record.
   • Select Tickets when the required work relates to the available ticket action.
   • Select Refresh (icn icn-update) if the displayed information needs to be refreshed before you continue.
5. Decide whether supporting evidence must be retained. If you need to associate a file with the record, select Attach, add the required file in Files (

   files[]

   ), and confirm the attachment using Ok when prompted.

6. Decide whether to continue working or finish.

   • Select Save to retain the changes and continue reviewing records.
   • Select Save and Close to retain the changes and leave the screen.
   • If an action opens a confirmation dialog, select Ok only after verifying the selected record and the intended action.

   Warning: Do not use Save and Close until you have confirmed that the user filter, selected items, and any attached files apply to the correct record.

Examples

A project account manager needs to review the available two-factor-authentication information for a specific employee and retain a supporting file.

1. The account manager opens Configurations > 2 Factor Authentication.

2. In Filter by user, the account manager selects the employee whose record requires review. The account manager checks Selected items to confirm that the intended entry is in scope.

3. The account manager opens Reports Settings (reports settings) to review the reporting-oriented view for the filtered user.

4. The account manager selects Log History (logHistory) to review the available record history. If the displayed information needs updating, the account manager selects Refresh (icn icn-update) and reviews the results again.

5. A supporting document must be retained with the record. The account manager selects Attach, adds the document in Files (

   files[]

   ), and selects Ok to confirm the attachment.

6. After confirming the selected user and attached file, the account manager selects Save and Close. The record changes and attachment are retained, and the screen closes.

Tips

Tip: Use Filter by user when you know the user whose record you need. Use Filter by field when you need to narrow a broader list by a field value.

Note: Use Log History (logHistory) for record review before making changes, especially when multiple users are displayed.

Warning: Attach only files that belong to the selected authentication-related record. Verify Selected items before selecting Attach.

Troubleshooting

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Related pages

• Configurations — Overview
• Account Managers
• Configurations — Learning Path
• Custom Fields
• Dashboard Settings
• Dynamic Validation
• Integration With Other CRMs Settings
• Manage Demo Data
• Reports Settings
• Branches
• Flags
• Frequent Currencies
• Products
• Banks
• Invoice Settings