Multi-factor Authentication | Zoho Assist - User Guide

Multi-Factor Authentication

Multi-Factor Authentication (MFA) adds an extra layer of security by enabling another level of authentication for users in your organization. MFA is a security process in which the user provides multiple authentication factors to verify who they are. You can configure various authentication modes in Zoho Assist, including SMS, time-based OTP, touch ID, push notification, smartphone, or QR code


Steps 
How to set up two-factor authentication?
  • Go to Settings and choose  Two-factor Authentication  below  Security & Compliance.
  • Click on the link  Zoho Directory.  



  • Enter your  Company Name and Portal Name and click on  CREATE ACCOUNT. 
  • Click on Yes, Associate  to sync your account details with Zoho Directory.


  • Now go to Security Policies  and click on Getting Started.


  • Choose  Two-factor Authentication  and enable it.


  • Select the authentication mode of your choice and click  ENFORCE TFA. 
  • Once enforced, additional verification such as SMS, OTP, etc, will be required for further logins. 
How to activate TFA for newly added technicians in the organization?
If you have added a new technician in your organization, you can invite them to have a TFA set up by following the below steps. 
  • Go to Settings and choose  Two-factor Authentication  below  Security & Compliance.
  • Click on MANAGE.


  • Navigate to the tab Users . The users who have been newly added will be marked as  External.


  • Choose the specified user and then click  Convert to Org.


  • An invite mail will be sent to the user. On clicking  Join Now , TFA will be activated for that user.

How to reset lost or forgotten passwords for users? 

If you are the Admin of the organization, you can reset the user's password by following the steps below. 
  • Go to Settings and choose  Two-factor Authentication  below  Security & Compliance . Click  Users  tab.


  • Click Reset Password .
  • Now enable  Notify Users , enter your password and click  Reset Password.


  • A mail would be sent to the particular user containing the new password.
  • Once reset, the new password should be used for further logins.