How can I enable/disable 2FA?
ApprovalMax supports 2FA via the TOTP standard.
The solution is optional for all users, except Australian and Xero-connected Organisations.
Two-factor authentication can be enabled/disabled by the users themselves. In case of login/password authorisation, ApprovalMax provides three methods for login authentication:
- Verification code generated by an Authenticator application
- Confirmation code sent to an alternative email address
- Using a generated backup code
ApprovalMax Administrators can enforce users to use 2FA.
How to enable 2FA
Users can enable 2FA in "My profile" under their Avatar:
To enable two-factor authorisation, click on the
During the configuration, the user enters the shared secret generated by ApprovalMax in the Authenticator application. Once an authentication code has been generated, the user enters that code in ApprovalMax:
Authenticator applications can be:
iOS), Duo Mobile
Then, set up the alternative 2FA option:
- Generate backup codes:
- Or, set up an alternative email address:
Finally, click on DONE:
Two-factor authentication is now enabled.
Please note: having a password is obligatory for setting up 2FA. This means you cannot set up two-factor authorisation if you don't have a password and use SSO to log in instead. In this case, you would need to:
- Log out
- Set up a password (using the reset password link)
- Log in with a password
- Enable 2FA
How to disable 2FA
Users can disable 2FA in My Profile under their Avatar by clicking on the button:
Disabling 2FA needs to be confirmed by an authentication code / confirmation code / backup code.
Enter the code from the Authenticator app:
Or, use another authentication method:
Two-factor authentication has now been disabled:
How to enable/disable connections on the Connections List webpage
To enable or disable a connection, follow the steps below: Find the respective connection on the Connections List webpage. Under Action, click on RECONNECT or DISCONNECT, depending on the action you want to perform: To verify the status change, check ...
How to create a Batch Payment
How to enable Batch Payment creation: To enable the creation of Batch Payment requests in ApprovalMax, the Batch Payment workflow needs to be set up and activated In the Payment Creation section, you can specify all users who will be able to create ...
How to enable Beneficiary creation in ApprovalMax
ApprovalMax allows to create new Beneficiaries right within the platform before they're being processed in Airwallex. This is how you configure ApprovalMax to enable Requesters to create new Beneficiaries: Select your Organisation in the main menu ...
How can I enable the creation of Vendors in ApprovalMax?
ApprovalMax allows the creation of new Vendors by PO/Bill/Expense requesters, before they're being processed in QuickBooks Online and added to the QuickBooks Online Vendor list. This is how you configure ApprovalMax to enable Requesters to create new ...
How can I enable the creation of Suppliers in ApprovalMax?
ApprovalMax allows the creation of new Suppliers right within the platform before they're being processed in Xero and added to the Xero Supplier list. This is how you configure ApprovalMax to enable Requesters to create new Suppliers: Select your ...