SUMMARY
Learn how to require two-factor authentication for users on your company's account, how to opt out for individual users, and how to log into Pipeline when two-factor authentication is required.
Introduction
Two-Factor authentication is an optional setting that adds an additional layer of security to your Paperless Pipeline account. When two-factor authentication is enabled, all users that log in to your company's account will be required to provide the security code emailed to their Pipeline login email address in order to successfully login. Users can opt to have the system remember their device for 30 days, and admins can opt any individual user out of two-factor authentication.
Who Can Do This?
Only a master admin can require two-factor authentication company-wide and opt-out individual users. Anyone whose company has two-factor authentication enabled can log in using two-factor authentication.
How To
Require Two-Factor Authentication Company-Wide
To require two-factor authentication for all users on your company's account:
- Go to Admin / Settings by clicking your name in the upper right corner, then [Admin / Settings].
- From the Feature Settings section, check [Require two-factor authentication].
- Click [Save Settings]. From now on, all your company's users (who are not opted out) will need to provide the two-factor security code before being able to successfully log into Pipeline.
Opt Individual Users Out of Two-Factor Authentication
Enabling two-factor authentication enables it company-wide. But it can be disabled for individuals. Master admins may choose to opt out of two-factor authentication for themselves or others, individually.
Opt Out Others
To opt an individual user (who is not a master admin) out of two-factor authentication:
- Edit the user's profile. Learn how to Edit a User Profile →
- Check [Opt-out of two-factor authentication].
- Click [Update User].
Opt Out Yourself (Master Admin Only)
To opt yourself out of two-factor authentication:
- Click your name in the upper right corner then [Personal Profile].
- Check [Opt-out of two-factor authentication].
- Click [Save Settings].
Log In Using Two-Factor Authentication
To log into Pipeline when two-factor authentication is enabled:
- Go to the Pipeline login page, enter your email address and password, and click [Log In]. You will then be prompted to enter a security code.
- The security code will be sent to your Pipeline login email address. Open your latest email with the subject, "Your Paperless Pipeline Security Code."
- From that email, either:
• Click the link at the bottom of the email to continue logging in.
• Or, return to Pipeline's Two-factor authentication page, and enter the security code from the email.
- Optionally, check [Remember this device for 30 days]. Checking this box will allow you to login from that device without having to enter a security code for 30 days.
- Click [Continue] to log in.
