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Planview Customer Success Center

Multi-factor Authentication

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Multi-factor authentication adds an additional layer of security for organizations that use password authentication. With multi-factor authentication enabled, users will be prompted to enter a one-time code after they enter their passwords. 

           

ADMIN

This setting only changes how password-enable users sign in. SSO-enabled users are unaffected.

           

To enable multi-factor authentication (MFA):

  1. In Settings, open the Security tab.
  2. Toggle on Enable multi-factor authentication.
  3. (Optional) Under MFA exceptions, click Add Users to select users that do not have to use MFA to sign in.
  4. Click Save.

Multi-factor authentication is now enabled and users will receive one-time codes in their email to sign in to Planview Admin. One-time codes expire after five minutes, after which, users will need to request a new code to sign in.