Multi Factor Authentication (MFA) for Submittal Recipients

To enable Multi-Factor Authentication (MFA) your security enabled user should navigate to the security settings screen.

Note that only the users with security settings will see this interface.

Enable for System

To enable Multi-Factor Authentication (MFA) your security enabled user should navigate to the security settings screen. Note that only the users with security settings will see this interface.

Admin > Security Settings.

1. Enable the option for submittal recipient authentication. By default this is disabled.

2. Define how often your users/recipients should authenticate. As long as they are accessing the system from the same IP address, the authentication will be maintained. This setting is used for both users and submittal recipients.

Enable MFA on Project Configuration

Once enabled for the entire system, this setting is available to turn ON/OFF under Set Up > Project Configuration > Advanced > Workflow > Require recipient to authenticate when accessing submittals.

The default for this can be set under Project Configuration Templates at Admin.

Email Templates

Users can customize the authentication email which is sent to submittal recipients (when asked to authenticate).

Go to Admin > Output Templates > Email Templates > Recipient Authentication Message to modify.

Related Articles

• Release – June 2020
• Enable Customer Portal Access
• Multi Factor Authentication (MFA) for Users
• Sub-Supplier Portal (Admin)
• Release – Jan 2018