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Enabling Two-Factor Authentication (2FA) in CallCabinet

Enabling Two-Factor Authentication (2FA) in CallCabinet

Overview

Two-Factor Authentication (2FA) also known as Multi-Factor Authentication (MFA), is a security protocol that grants access to a digital application only after the user presents two forms of digital identification. CallCabinet utilizes an email or application based 2FA method that is easily enabled on a per-user or company-wide basis.

Requirements

Admin access to Main Menu → Settings → User Management within the customer’s CallCabinet Tenant Account.

Execution Steps

First Option: Email MFA – Enabling Company wide

Step 1

Step 2

Navigate to: Main Menu → Settings → General

In this view go to the SECURITY SETTINGS card (widget).
Click on the Two Factor Authentication dropdown menu, indicated by 1.
Select Email MFA option from the dropdown list, indicated by 2.
Once done, click SAVE SECURITY SETTINGS, indicated by 3.

General-Settings

Step 3

Explanation continues from STEP 5 under First Option: Email MFA – per user, below.

First Option: Email MFA – per user

Step 1

Step 2

Navigate to: Main Menu → Settings → User Management It is on this view that you are able to create a new user (indicated by 1) or edit (indicated by 2) a user. The process of enabling Multi-Factor Authentication (MFA) for either is identical. For our explanation we will add MFA to an existing user. Click on the edit icon (indicated by 1) associated with the user to whom you are wanting to enable MFA.

Email-User-Management

Step 3

In the dialog screen that is rendered;

If you decide to add a new user, fill in the user’s details (email, roles, etc.).

NOTE: all new users must have a working email address to be given a CallCabinet account.

Click on the Two Factor Authentication dropdown menu, indicated by 1.
Select the MFA option from the dropdown list, indicated by 2, you require. For our example we’ll select Email MFA.
Once done, click SAVE.

Save-Email-MFA

Step 4

If you have selected to add a new user, then this user will receive an email notification to login into CallCabinet. Existing users will not receive an email when their Two Factor Authentication is enabled.

Step 5

When the new or existing user logs in, they will be prompted to provide a security code. In our example it was sent to the user’s email account.

NOTE: The user must check their ‘spam/junk email’ folder, should the email not appear in their ‘normal’ inbox.

The user must open this email and copy the one-time authentication code.

one-time-authentication-code

They then paste it into the security code field.
Once done, the user presses Login. If all the credentials are correct, the user will be logged into their CallCabinet account.

Second Option: App MFA (recommended) – Enabled Company wide

NOTE: This option is the one recommended by CallCabinet. In order to use this form of authentication, the user must have installed, on their smartphone or tablet, an Authentication Application. This may be installed via Apple’s App-Store or Google’s Play-Store.

Step 1

Step 2

Navigate to: Main Menu → Settings → General

In this view go to the SECURITY SETTINGS card (widget).
Click on the Two Factor Authentication dropdown menu, indicated by 1.
Select App MFA (recommended) option from the dropdown list, indicated by 2.
Once done, click SAVE SECURITY SETTINGS, indicated by 3.

SAVE-SECURITY-SETTINGS

Step 3

Explanation continues from STEP 5 under Second Option: App MFA (recommended) – per user, below.

Second Option: App MFA (recommended) – per user

Step 1

Step 2

Enable-MFA

Step 3

In the dialog screen that is rendered;

If you decide to add a new user, fill in the user’s details (email, roles, etc.).

NOTE: all new users must have a working email address to be given a CallCabinet account.

Click on the Two Factor Authentication dropdown menu, indicated by 1.
Select the MFA option from the dropdown list, indicated by 2, you require. For our example we’ll select App MFA (recommended).
Once done, click SAVE.

App-MFA

Step 4

NOTE: The user must check their ‘spam/junk email’ folder, should the email not appear in their ‘normal’ inbox.

Step 5(a)

When the new or existing user logs in for the first time after App MFA has been enabled on their account, CallCabinet will display a QR code, indicated by 1 in the image below.

The user must scan this code using the Authentication Application installed on their smartphone or tablet. This is required in order to link the authentication application with CallCabinet. It is a once-off activity.

Once the QR code is scanned, the user must enter the security code that is generated by the Authentication Application into the security code field indicated by 2.
Once done, the user presses Login.
If all the credentials are correct, the user will be logged into their CallCabinet account.

Step 5(b)

If the user has previously scanned the QR ‘link’ code into their Authentication Application on their phone or tablet, the next time they login, CallCabinet will present a screen similar to that illustrated below.

Security-code

The user must open their Authentication Application on their phone or tablet.
They need to enter the code it generates for their CallCabinet account into the Security code field, indicated by 1.
Once done, the user presses Login.
If all the credentials are correct, the user will be logged into their CallCabinet account.

If you have any additional questions on how to use the platform, please visit our User Guide.
If you need any further assistance, please reach out to us at support@callcabinet.com.