Act-On Multi-Factor Authentication - Set Up Guide for Admin Users

  • Updated

This article covers the steps to enable multi-factor authentication (MFA) for your Act-On users. To request MFA for your Act-On users, please follow these steps:

  1. Decide which Act-On users (if not all users) should have MFA enabled.
  2. Make a plan for communicating the upcoming MFA requirement to your Act-On users. Act-On does not send an email to users who have had MFA enabled.
  3. Contact Act-On support or your CSM and provide them with the following information:
    • Which users, if not all, should be enabled for MFA.
    • When should the users be enabled for MFA.
  4. Communicate the timing of the change to your end-users. Direct them to our MFA support article for more information.

After Act-On support has enabled MFA for your users, they will go through the initial MFA setup during their first sign-in. This process is described in the MFA support article.

Once your Act-On account has been configured to support MFA, any new users added to the account will automatically be enabled for MFA.

How to Communicate the MFA Requirement to Your Act-On Users

We have created an email template to communicate the MFA requirement to your Act-On users. Please customize it to fit your needs. Act-On does not inform users when MFA is enabled, so it’s important that you give your users this information ahead of the change. You’ll find the template below:

Subject: Your Act-On sign-in will soon require Multi-Factor Authentication
Body:

Hello,

This message is to inform you about an important upcoming security enhancement to your Act-On account.

Starting on [date], you will be required to use multi-factor authentication (MFA) to sign in. MFA adds an extra layer of security to your account, helping to protect sensitive information by requiring a second verification step in addition to your password.

After this change, your Act-On sign-in process will be updated to support MFA. Upon your first sign-in after MFA is enabled, you will be prompted to go to the Act-On MFA sign-in page. There, you will enter your sign-in credentials and follow the prompts to scan a QR code using an authenticator app on your mobile device. This will generate a one-time password (OTP) that you will use along with your password to sign in. For all subsequent sign-ins, you will enter the current OTP from your authenticator app.

To ensure a smooth transition, please take a moment to review our comprehensive support article: MFA in Act-On. Before the MFA setup, please ensure you have an authenticator app installed on your mobile device, as you will need it to scan the QR code during your first sign-in.

Please let me know if you have any questions.

[signature]

Reset MFA

You, as an Act-On admin user, can reset MFA for your users by following the steps below:

  1. Sign in to Act-On & go to Settings > Users.
  2. Locate the user, open the menu, and click Reset MFA:

Locating the user, open the menu, and click Reset MFA.

After the MFA reset, the user will be asked to set up their authentication app the same way they did on their first MFA sign-in.

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