Configuring Security Policies Last updated : 29th November 2024 Workbooks provides several ways for users to authenticate when they sign in. Security Policies define which methods are allowed in your account, and configure specific aspects of each method where appropriate. Password login The default Continue Reading
Google Authentication Last updated : 29th October 2024 Please Note: Google Authentication requires the Advanced Security Extension as a prerequisite Like Login Protection, Google Authentication is a great way to add another layer of security to your user’s logins, and hence keep you and Continue Reading
Login Protection Last updated : 29th October 2024 Data security is of the utmost importance to any CRM system. As such, by default a setting known as “Login Protection” is applied to your Workbooks Account. Login Protection works to add another layer of Continue Reading
Microsoft Azure Active Directory Last updated : 29th October 2024 Users can login to Workbooks through Microsoft’s Azure Active Directory (AD). This provides users with the ability to sign into Workbooks without the need for a separate username and password. Administrators can manage accounts centrally Continue Reading
Okta Authentication Last updated : 7th November 2024 Introduction Okta is a platform in the Identity-as-a-Service (IDaaS) category, which means that it gives you and your colleagues access to all other (company) software with one login. Okta is available on your computer, laptop, mobile Continue Reading