Use Case: Enable Multi-Factor Authentication (MFA)

You can enable multi-factor authentication (MFA) to add an extra layer of security to the Referrer and Merchant accounts within your portfolio, requiring users to provide two forms of identification before accessing the portal and the data within. This will help you further enhance security to protect your account from potential takeover events. This tutorial walks you through the steps to enable MFA for your portfolio to prompt all users to enroll in MFA.

View of the Parameters tab on the Referrer Profile page.

Objective

Enable MFA for required usage by your Referrers and Merchants.

Audience

Facilitators

Environment

Portal (Sandbox)
Portal (Production)

Prerequisites

Prerequisites:

You must have a fully boarded Payrix account to perform any of the actions described in the use case guides.

Warnings

Warning: MFA is required as part of information security and code of conduct policies. Do not attempt to remove or disable MFA entirely as it might result in disciplinary action.

Tips

Additional Resources

Read Using Multi-Factor Authentication (MFA) for more information about usage and considerations for all levels of entity.

Enable Multi-Factor Authentication for a Referrer’s Portfolio

1. Enable the Multi-Factor Authentication Parameter

Click Referrers under the Management category in the left navigation panel.
Click the Referrer to open the Referrer Profile page.
Click the Parameters tab on the left side of the Referrer Profile page.
Click ADD PARAMETERS in the upper-right corner of the Parameters menu.
Click Edit in the upper-right corner and switch the Multi-Factor Authentication toggle with the parameter set to Yes.

Result: The next time the Referrer or any of their Merchants attempt to log in to the portal, they will receive a required prompt to enroll in MFA.

Next Steps

After enabling MFA for your Referrer’s portfolio, review the following use case guides for additional information on related topics:

Complete Multi-Factor Authentication (MFA) Enrollment: Your users will follow this process to enroll in MFA when prompted on portal login.
Reset a User’s Multi-Factor Authentication (MFA) Enrollment: Reset a user’s MFA enrollment status when they permanently lose or replace a device.

Conclusion

You have successfully enabled MFA for the Referrer and their portfolio, prompting them to enroll the next time one of their users logs in to the portal.

References

Click the links or items below to access any of the following pages: