MFA Sales App Usage
This page explains how the MFA works in the sales application
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This page explains how the MFA works in the sales application
Last updated
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MFA is short for Multi-Factor Authentication. Basically, the feature will add an extra layer of security on the viewing and/or interacting with the collections on your Sales app. When you haven’t used your Sales app for a given period of time (which we call the "Grace period") you will need to identify yourself before you have access again to the Sales App.
In order to unlock the MFA locked collections on your sales app we will be using the biometric security options the iPad offers, such as Face ID or Touch ID.
To make use of MFA collections in the sales application please make sure the iPad meets the following requirements:
Updated to iOS version 13.0 or later.
Has either a Touch ID or Face ID enabled
If the agent is updating over an existing build, make sure the collections are reloaded.
When opening the sales app, the user will be able to see if a collection has MFA turned on indicated by the lock icon on the collection.
In the following scenarios the MFA will be triggered:
When the agent logged into the app and tries to access a Collection that requires MFA.
If the agent is switching between applications and opens the application again after the grace period is completed, the agent will be prompted for MFA and will be required to authenticate before continuing to use the application.
If a sales agent is a part of multiple organizations and one of the organization has MFA turned on the following scenarios are possible:
The agent will be able to login, and when a collection is clicked that requires MFA, the agent will be prompted for MFA.
If the agent fails to authenticate or declines they can continue to use the collections which do not have MFA enabled.
If the agent will access a collection that does not require MFA, they will be able to access this, and continue their tasks.
If the agent force closes the app and reopen it, with MFA collections enabled, it'll always ask for MFA.
If the agent is switching between applications and opens the application again before the grace period is completed, the agent will not be prompted for MFA.
If the agent is switching between applications and opens the application after the grace period is completed, the agent will be prompted for MFA and will be required to authenticate before continuing to use the application.
If one of the organizations the sales agent is associated with, have MFA enabled and the sales agent has this collection enabled. MFA is required, either on app launch or past the grace period when trying to access a MFA collection.
