What is Two Step Verification and How Does It Work
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What is Two Step Verification and How Does It Work

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Article summary

In order to enhance login security for your applications, enable optional two step verification for users.

When enabled, users will be prompted to select a method for receiving a verification code (SMS, email, or phone app) which they will then use as part of their login process.

You can always change your verification mode, if desired. For example, if you configure verification through Google Authenticator App and then lose your phone, you can change to Contact Number (SMS) or Email; or, if you configure verification through Email, you can change to Google Authenticator App; and so forth.

Note:
Two step verification is applicable only for login through the application web page, for both Native and SSO user accounts. It does not apply to login authentication via thick clients (Excel Add-in, Offline Planning) or Webservices requests.

To enable two step verification for a user:

  1. Navigate to Maintenance>Admin > User Management

  1. Select a user from the list then click Edit, or click Add to create a new user. The Edit User screen appears.

  1. Select Enable Two Step Verification.

  1. Click Save. The user will now be required to perform the two step verification process the next time they log in.

To select a two step verification method:

  1. Navigate to My Settings >User Information >Two Step Verification.

  1. Select Enable Two Step Verificationand then select a verification method: 

    1. Contact Number (i.e., SMS) — Click Add Number to add a (mobile) phone device. The system sends a verification code to your phone. Enter your Verification Code then click Verify & Add.

    2. Email — Select and click the Save icon. A verification code will be emailed to you, and the next time you login you must enter the code. 

    3. Authenticator App (i.e., phone app) — Select and then click Configure. Follow the instructions on the Configure Authenticator App screen that appears, for your Android, iOS, or Windows phone device, and then enter your Verification Code when complete.

  1. Click Save.

Note:
If you select step 2c, above, you must download the Google Authenticator App from either the Play store (Android), App store (Apple iOS), or Windows ( Windows phone). If you are unable to use any of the three methods listed in step 2, contact your system administrator so they can disable your verification requirement.

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