2FA Setup Using Verify

2FA Setup Using Verify


What is 2FA

See this article for more information about 2FA.

Support for Two-Factor Authentication (2FA) using Verify

Please refer to Setting up Twilio Account for detailed instructions - OR - proceed to the Signing into Twilio Account section if a Twilio account had been previously set up.

Signing into Twilio Account

If you already have a Twilio account, log in.
1.  Click on the account profile (top left-hand side, above the screenshot below), the account information displays.

     

Note:  The options that are showing in the left panel, in our example were pinned.
2.  Click on the Explore Products + and locate Account security – Verify in the list.

     

3.  Click on the Verify link.

     

     The Verify Services will display.

     

4.  Click on the Create new service button.

     

5.   Enter the FRIENDLY NAME, then click on the Create button.

     

The General Tab

6.  Copy the new Service SID.

     
Code length is the code given when the user logs in and gets the 2FA prompt for SMS or Voice.


The SMS Tab

7.  Click on the SMS tab, Fraud guard  is On by default.


The WhatsApp Tab

8.  Click on the WhatsApp tab, then disable the Channel is enabled feature.

    

The Email Tab

9.  Click on the Email tab, then disable the Channel is enabled feature as it is not supported by W5.

   

The Voice Tab

10. Click on the Voice tab.  A voice relays the call if selected.  The Friendly name pronunciation will
       be the name showing under the General tab.

      
     

The Push Tab

11. Click on the Push tab, nothing needed as it is not supported by W5.

      

The TOTP Tab

12. Click on the TOTP tab.
      These are the settings for using a QR code on screen, or scanning the QR code with your phone using authenticators
      (e.g., Google Authenticator or Microsoft Authenticator).

      

13. Click on the Save button once setup has been completed

Setting up W5 Twilio Verify Site Options

1.  Go to the Site Options form (Admin tab > System Control > Configuration > Options (Enhanced)). 
     Expand on Security and click on Two-Factor Auth (2FA) in left-side panel.

     

2. Click on Twilio Verify.

    

Twilio Verify – Twilio Verify Service SID

3.  Return to Twilio Service settings > General tab and click on Copy for the Service SID.
4.  Return to W5 and paste it into the Twilio Verify / Twilio Verify Services SID (2FA_VERIFY_SERVICESID) field.

     

Twilio Verify – Twilio Account SID

5.  Return to Twilio Service settings > click on your profile (at the top under Console), click on the Copy button for Account SID.
6.  Return to W5 and paste it into the Twilio Account SID (2FA_VERIFY_ACCOUNTSID) field.

     

Twilio Verify – Twilio Account Auth Token

7.  Return to your Twilio Service settings > profile, click on the Copy button for Auth Token.
8.  Return to W5 and paste it into the Twilio Account Auth Token (2FA_VERIFY_AUTHTOKEN) field.

     

Setting up Two-Factor Auth (2FA) Site Options

1.  Go to the Site Options form (Admin tab > System Control > Configuration > Options (Enhanced)).  Expand on Security and
      click on Two-Factor Auth (2FA) in left-side panel.  Choose the options you want W5 to support.

Setting Two-Factor Auth to Twilio Verify

2.  Select Twilio Verify as shown below.

     

Voice Verification Disabled (Default: Enabled) (2FA_VER_VOICE)

3.  Select Enabled or Disabled, noting no selection is equivalent to “Enabled”.

     

SMS Verification Disabled (Default: Enabled) (2FA_VER_SMS)

4.  Select Enabled or Disabled, noting no selection is equivalent to “Enabled”.

     

TOTP Verification Disabled (Default: Enabled) (2FA_VER_TOTP)

5.  Select Enabled or Disabled, noting no selection is equivalent to “Enabled”.

     

Required for W5 Windows application logins (2FA_LOGINTYPE_WIN)

6.  Select the options that relates to which users are required for the Windows product.

     

Required for W5 Web Portal logins (2FA_LOGINTYPE_WEB)

7.  Select the option that relates to which users are required for the W5 Web Portal logins.

     

8.  Click on the Save button once completed.
9.  Log out of W5 then log back in to make the changes effective.

Setting up W5 User's 2FA

1.   Go to the User’s Security Profile form (Admin tab > Security > Users > Lookup and select the User).
2.   Enable the Two Factor Auth. Required checkbox, then click on the Save button.

      

User Registering Themselves for 2FA

Next time this user logs in, they will be required to register for 2FA. There are two options: Register your phone # for SMS/Calls and Register to use mobile app codes.  The user can use one or the other or both based on their preference.  Certainly, it is simplest for them to choose to just register their cell phone #.

     

Register your phone # for SMS/Calls

1.  On the login screen, click on Register your phone # for SMS/Calls, enter phone number, then click on the OK button.

      

2.  Choose a method to verify your identity, Click Send me a code via SMS text to have Twilio send you a code.

   

3.   Enter the Code sent to your phone, then click on the OK button.

     

      If you phone number changes, contact your W5 administrator.

Register to use mobile app codes

1.  On the login screen, click on Register to use mobile app codes.
      Even if you have already Registered your phone # for SMS/Calls, you may choose to also Register to use mobile app codes.

     

      Once selected, you are provided with a QR code. This is a secret ID that represents your unique login.  You can use an authenticator app on your smart phone to register this new account and generate codes for you in the future if you prefer this mechanism over receiving SMS messages / phone calls.

      

Using the Google Authenticator or Microsoft Authenticator on your Smart Phone

1. First of all, you will need to download either the Google Authenticator or Microsoft Authenticator (or another authenticator) on your smart phone.  Below are links for Android and iOS for the Google and Microsoft Authenticator.


2.   Using your chosen Authenticator on your phone, click the button to add a new account and then proceed to scan the QR code or
      manually register the text indicated to the right of the QR code. Note there is a timeout set for this.

     After your have done so, W5 will prompt you to enter the code showing on your phone for the newly added account.

     

User Login Once Registered

1.  On the login screen, you will be given options to verify your identity (this is based on how the user registered).
   For the example below, when Use a verification code from my mobile app has been selected, enter the code shown in your authenticator app on your smart phone.
    

   



    • Related Articles

    • Changes included in W5 version 5.3.8.0

      What's New Two-Factor Authentication (2FA) using Twilio Verify Relying on just usernames and passwords to secure your online accounts is no longer considered safe. Data breaches occur daily and hackers are always inventing new ways to take over your ...

    • Installing W5 On-premise

      Requirements Please see hardware and software requirements here: W5 Hardware and Software Requirements/Recommendations Overview Installing W5, consists of the following: Installing Microsoft SQL Server Attaching the W5 database Creating a SQL Server ...

    • Changes included in W5 Case version 5.3.27.0

      What's New Workflow Monitor  Compact Layout  The new option in Workflow Monitor, when turned on, will decrease the size of many of the columns to show as many columns as possible at the expense of sometimes not showing the full heading text.  Click ...

    • Changes Included in W5 Case Version 5.3.28.0

      What's New!! Document Enhancements   Case Documents – Accessing, Opening, Editing and SavingQuicker and easier access to edit, download, and save documents from the Documents list using the new Action button. Document Library A New button is now ...

    • W5 Case Management - Cumulative Change Log

      Most recent releases are listed first. 5.3.28.0 See the New Features, Improvements and Bug Fixes here:    Changes included in W5 Case version 5.3.28.0 5.3.27.0 See the New Features, Improvements and Bug Fixes here:   Changes included in W5 Case ...