Two-step verification
Set whether two-step verification is required for tenant members and see the effect on members who have not turned it on.
Updated View as Markdown
The Segurança (Security) page sets the tenant's two-step verification policy. When verification is required, only members with verification turned on can access tenant data.
Before you start
You need the tenants.security.manage permission. The Tenant Admin role has it.
Change the policy
- Go to Administração (Administration) > Acesso (Access) > Segurança.
- Under Verificação em duas etapas (Two-step verification), check the current state: Obrigatória (Required) or Opcional (Optional).
- Select Tornar obrigatória (Make required) or Tornar opcional (Make optional).
Who it applies to
| Sign-in method | Effect of the policy |
|---|---|
| Password | The policy applies. |
| SSO | The tenant policy does not apply. The person follows the identity provider's rules. |
To set up single sign-on, see SSO.
Members without verification
When the policy is Obrigatória, a member who signs in with a password and has no two-step verification:
- can still sign in to Advisor;
- cannot access tenant data. Every screen redirects to Meu Perfil (My Profile), with the notice A sua organização exige verificação em duas etapas. Ative-a abaixo para voltar a acessar os dados do tenant. (Your organization requires two-step verification. Turn it on below to regain access to the tenant's data.)
Once verification is turned on in Meu Perfil, access to the data is restored.
To turn on verification for your own account, see My profile.