Enabling system-wide account settings for Partner accounts

Enable system-wide login and security options for Partner Accounts to improve access control and Partner experience.

Learn how to enable account-wide settings, including requiring Two-factor authentication and enabling Google Logins or Microsoft Logins.

New to Partner accounts? Please read the first article in this series: Introduction to Partner Accounts.
 

Learn more about Staff and Customer accounts Looking for information on Staff or Customer accounts? Check out the following articles: Introduction to Staff Accounts Introduction to Managing Customer Accounts

Accessing the features mentioned in this article

Where can I find this feature using the top menu?

• Manage > User Accounts > Partner Accounts
   

What more do I need to use this feature?

• Admin permissions to manage User Accounts.
• Our Android and iOS mobile apps do not support Partner Accounts. Partners must access accounts using their desktop or mobile browsers. 
   

Which Checkfront version supports this feature - classic items, classic products, or both?

• This feature is available in both our classic items version (Inventory > Items) and our classic products version (Inventory > Products).  → Learn more about products

Click on the Account Settings button to access the following account-wide settings.

Enable this setting if you need all Staff and Partner accounts to utilize Two-Factor Authentication.

The system prompts those who have not yet enabled Two-Factor Authentication within their accounts to do so when they next log in.

Two-factor Authentication can also be enabled on an individual account by an Admin via Staff and Partner Account settings or by the Staff or Partner through their account profile.

Learn more about security For a detailed look at enabling Two-Factor Authentication, check out the following article: Introduction to two-factor login authentication

You can use this setting if you want all Staff and Partner accounts to have the option to log in with their Google accounts.

Turning on this setting automatically allows the Google SSO integration (Manage > Integrations > Google SSO)

Learn more about Google SSO For a detailed look at our integration with Google SSO, check out the following article: Introduction to Google Single Sign-on (Google SSO) with Checkfront

Select the Enable Microsoft Logins setting to turn on the Microsoft Logins system-wide for Staff and Partner Accounts, allowing them to sign in with their Microsoft email address and password.

Learn more about Microsoft SSO For a detailed look at our integration with Microsoft SSO, check out the following article: Introduction to using Microsoft Single Sign-On (SSO) with Checkfront

Next Steps

In the following article, we look at configuring Partner Account profile settings.

 

< Viewing Partner Account information within the Partner Account list     |   Configuring Partner account profile settings >