iDocuments User Access

First published on: 02/23/2024/3:46 pm

User Guide

Overview

Introduction

This document provides an overview of the iDocuments User Access options that can be configured to enhance access to the system.

Enable 2FA

The following video demonstrates the steps outlined in this section.

User Settings>Account Security

Multi-Factor Authentication (MFA) or, in this case more accurately, Two-Factor Authentication (2FA), can be enabled in iDocuments by the user clicking on the username in the top right to access their personal settings area.  Within the option is Account Security, where you can configure 2FA and enable it when ready.

Once enabled, this means the user will enter a username and password for iDocuments and then be prompted to enter an authentication code from the authentication app before being able to access iDocuments or iDocuments Mobile.

Proxy User Setup

The following video demonstrates the steps outlined in this section.

User Settings>Proxy User Setup

A proxy user, who will act as you when you're on leave or unavailable, can be enabled in iDocuments by the user clicking on the username in the top right to access their personal settings area.  Within the option is Proxy User Set-up, where you can configure a proxy for you along with a date range.  You can then press Save Proxy to enable

Note: the entry can only be updated or deleted before the start date, although the end date can be modified during the date range, if required.

Once enabled, this means the proxy user will log in to iDocuments but then be prompted whether to continue as themselves or the user they are covering for.

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