Two-Factor Authentication (2FA)
Two-Factor Authentication (2FA) is a security process in which two different authentication factors must be provided to verify your identity. It helps protect your CloudCX account from unauthorized access by adding a second-level security layer to your primary-level authentication. The 2FA process is not necessary for all sites. However, CloudCX suggests that it should be set up to enhance your account security further. With more robust security like 2FA, you can secure your customer's valuable data from unauthorized access and other cybercrime.
Set up Two-Factor Authentication (2FA)
The system provides two authentication methods with Email authentication and Authenticator app authentication, you can choose one authentication methods to set.
Step-by-Step Instructions
Click your profile photo, which is located in the top right corner of the page.
Click Edit Profile to open the profile page.
In the Security Settings > Two-Factor Authentication (2FA), you can click Set Up button to enable the Email authentication or Authenticator app authentication.
Email Authentication
When you click Set Up to enable the Email authentication, your email box will receive an email about the authentication code, input the code to the Enter the Authentication Code pop-up window.
After inputting the code, the system will prompt 2FA is enabled. You can click View Backup Codes to view the backup codes.
If you lose your device, you'll need these backup codes to log into your account. Without your device or a backup code, you'll have to contact the administrator to recover your account. We recommend you download them to keep them in a safe place.
In the View Backup Codes pop-up window, you can do the following:
Download all backup codes by clicking Download.
View the backup code status.
Generate new codes by clicking Generate new codes.
After enabling the Email authentication, the 2FA function status will be Active. If you do not download the backup code, the system will prompt you to download the backup codes; if you download the backup codes, the prompt will disappear.
You can only choose one method to enable 2FA. If you enable Email authentication, you will unable to enable Authenticator app authentication, and vice versa.
You can click Turn off to disable the enabled Email authentication. In the pop-up window, you can click Confirm to turn off the enabled Email authentication.
Authenticator App Authentication
When you click Set Up to enable the Authenticator app authentication, the pop-up window will display a QR code.
Install a third-party 2FA authenticator app on your mobile device and scan the QR code. The 2FA authenticator app will generate a code.
Note: You can also enter the secret code shared on the Link the app to your account pop-up window into your 2FA authenticator app in case you find an issue connecting using a QR Code.
After adding the account to your third-party 2FA authenticator app, click Next.
Input the code generated from your third-party 2FA authenticator app to Enter the Authentication Code pop-up window.
After inputting the code, the system will prompt 2FA is enabled. You can click View Backup Codes to view the backup codes.
If you lose your device, you'll need these backup codes to log into your account. Without your device or a backup code, you'll have to contact the administrator to recover your account. We recommend you download them to keep them in a safe place.
In the View Backup Codes pop-up window, you can do the following:
Download all backup codes by clicking Download.
View the backup code status.
Generate new codes by clicking Generate new codes.
After enabling the Authenticator app authentication, the 2FA function status will be Active. If you do not download the backup code, the system will prompt you to download the backup codes; if you download the backup codes, the prompt will disappear.
You can only choose one method to enable 2FA. If you enable Email authentication, you will unable to enable Authenticator app authentication, and vice versa.
You can click Turn off to disable the enabled Authenticator app authentication. In the pop-up window, you can click Confirm to turn off the enabled Authenticator app authentication.
Now, you can log in to the system using 2FA, you can find more details from 1.1.2 Login using 2FA.
Single Sign-On (SSO)
Single sign-on (SSO) is a user authentication tool that enables users to securely access multiple applications and services using just one set of credentials. CloudCX SSO allows your agents to sign in to CloudCX using a third-party application.
Step-by-Step Instructions
Click your profile photo, which is located in the top right corner of the page.
Click Edit Profile to open the profile page.
In the Security Settings > Single Sign-On(SSO), you can click Connect button to connect your Google account or Office 365 account.
If the Security Settings display “ You haven’t added any application. Please contact your system admin.” You need to contact the system adminisrtator to configure the SSO settings, so that you can using SSO.
Connect to your Google account or Office 365 account.
After connecting your Google or Office 365 account, the connected account will be displayed in the Security Settings. If you want to disconnect the connected account, you can click Disconnect to disconnect the account.
Now, you can click Sign in with Google or Sign in with Office 365 to log in to the system using Google account or Office 365 directly.
You also can connect to your Google or Office 365 account from the login page. You can find more details from SSO1.1.3 SSO.