Set up security

Disclaimer

All screenshots in the article were taken in the Dutch version of Yuki.

With two-factor authentication, you add an extra layer of security, so to speak, when a user logs into the portal in Yuki. This means that when logging in, the user's identity is established based on two factors. The first factor consists of the username and password, and the second factor consists of a 6-digit code generated on the user's cell phone.

When this security is set, two-factor authentication becomes required for every user in the portal from the set date.

A user with the 'Portal administrator' role can enable or disable security.

A user with the 'Portal back office' role does not have access to the security setting.

In the accountant portal, click on the Settings icon at the top right of your screen.

The following screen is always opened in the view with the general settings of the portal:

In addition to the security setting, this screen also contains the following general settings:

• samples
• document processing
• VAT return approval
• satisfaction
• access settings for end users (customers).

Set up security

Under Two-factor authentication required from, specify the date from which two-factor authentication is required for users (employees) in the portal.

Then click on the Save button to save this setting.

A user can log in at any time, however, when the set date has passed, a user is required to enable two-factor authentication first.

If the set date is in the future, a user will voluntarily be given the option to enable two-factor authentication when logging into the portal.

A user with the “Portal administrator” role can remove the date at any time.

ATTENTION!

Any user in Yuki can always enable or disable two-factor authentication themselves in their contact card. 

If the user disables his or her own two-factor authentication, he or she will not be able to work in the portal from then on.