Enabling system-wide account settings for Partner accounts

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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.

Looking for information on Staff or Customer accounts? Check out the following articles:

• Introduction to Staff accounts
• Introduction to Customer Accounts

 

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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 use their desktop or mobile browsers to access accounts.
  
  

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

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

 

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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.

Those not already enabled Two-Factor Authentication within their accounts are prompted 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 enabling Two-factor Authentication here: Introduction to two-factor login authentication

 

Enable this setting if you need all Staff and Partner accounts to have the option to log in with their Google account.

Enabling this setting automatically enables the Google SSO integration (Manage > Integrations > Google SSO)

 

Learn more about our integration with Google SSO here: Google SSO: Setup

 

By selecting this option, you can enable Microsoft Logins system-wide for Staff and Partner Accounts to sign in with their Microsoft email address and password.

 

Learn more about our integration with Microsoft SSO here: Introduction to using Microsoft Single Sign-On (SSO) with Checkfront

 

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

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