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:
Which plans include this feature?
Legacy: Soho*, Pro*, Plus*, Enterprise*, Flex*
New: Starter*, Growth, Managed | Learn more about our new plans or how to change your plan.
*Limits on the number of Partner accounts apply.
Where can I find this feature using the top menu?
Manage > User Accounts > Partner Accounts
What prerequisites are there?
-
Admin permissions to manage User Accounts.
Which Checkfront version supports this feature - classic, new, or both?
- The Partner Accounts feature is available to both those using items (Inventory > Items), a key feature of our classic version of Checkfront, and those using products (Inventory > Products), a key feature of our newest version of Checkfront.
New to Checkfront - Products ✨ With our newest version of Checkfront, we have added Products (Inventory > Products) as the successor to items (Inventory > Items). Are you interested in migrating to our newest version? Please reach out to our Technical Support team for more information. |
Enabling account-wide settings
Back to topClick on the Account Settings button to access the following account-wide settings.
Requiring Two Factor Authentication for all accounts
Back to topEnable 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: |
Enabling Google Logins
Back to topEnable 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: |
Enabling Microsoft Logins
Back to topBy 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: |
< Viewing Partner Account information within the Partner Account list | Configuring Partner account profile settings >