Difference between revisions of "Two-Factor Authentication"

From WHMCS Documentation

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There are many different options available, and in WHMCS we support more than one so you have the choice. But one of the most common and simplest to use is time based one-time passwords. With these, in addition to your regular username & password, you also have to enter a 6 digit code that changes every 30 seconds. Only your token device (typically a mobile smartphone) will know your secret key, and be able to generate valid one time passwords for your account. And so your account is far safer.
 
There are many different options available, and in WHMCS we support more than one so you have the choice. But one of the most common and simplest to use is time based one-time passwords. With these, in addition to your regular username & password, you also have to enter a 6 digit code that changes every 30 seconds. Only your token device (typically a mobile smartphone) will know your secret key, and be able to generate valid one time passwords for your account. And so your account is far safer.
  
==Duo-Security==
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For more information on different types of two-factor authentication WHMCS supports, please refer to http://www.whmcs.com/two-factor/
  
Duo Security enables your users to secure their logins and transactions using their smartphones. The Duo Mobile smartphone application is free and available on all major smartphone platforms, and lets users easily generate passcodes without the cost and hassle of hardware tokens. iPhone, Android, BlackBerry, and Windows Phone users can use Duo Push which “pushes” login or transaction details to the phone, allowing for immediate, one-tap approval.
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==Configuration==
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[[File:2factor1.png|thumb|Yubico Configuration]]
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Begin by navigating to '''Setup > Staff Management > Two-Factor Authentication''' and click the "Activate" button next to the type of two-factor authentication you wish to use.
  
Older devices like cellphones and landlines are also fully supported. Duo can send passcodes via text message, or place a phone call - users just press a button on their keypad to authenticate.
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The Duo Security and TOTP options both require a subscription before they can be configured, so instead of an Activate button, you will see a '''Subscribe To Activate''' button. You can click this to be taken to the relevant signup page, once the purchase has been completed you can return to the Two-Factor Authentication page to continue the configuration process.
  
===Secure & Reliable===
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'''Note:''' Duo Security and TOTP services are currently manually activated, so please await confirmation of activation via email
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before proceeding further.
  
Duo Security takes security, reliability, and privacy very seriously. The service operates completely independently from primary authentication, which mean that Duo never sees users’ passwords or any personally identifying information. Duo is hosted by PCI DSS Level 1- and ISO 27001‑certified, SAS70 Type II‑audited service providers, across multiple geographic regions and independent power grids.  
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Once activated you will be presented with a number of options, please fill these in with the account details from your welcome email. Some options are common to all auth methods:
  
==Time Based Tokens==
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===Enable for Clients===
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[[File:2factor2.png|thumb|Enable for Clients]]
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Ticking this option will allow clients to individually enable Two-Factor Authentication of their own accord via the client area. Once activated they will need to complete two-factor authentication each time they login.
  
WHMCS’ Time Based Tokens work with any OATH software such as Google Authentication for Android, or Apple’s OATH Token App for example. Once activated, users will be required to provide a second form of Authentication that only they have access to. This Authentication comes in the form of a 6 digit passcode that expires every 30 seconds.
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Clients activate it via the My Details page of the client area, in the default template this is located under the "Security Settings" tab. They simply click the '''Click here to enable''' button beneath the "Two-Factor Authentication" heading and follow the on-screen instructions.
  
===How does it work?===
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Should a client decide to disable two-factor authentication at a later date, they can simply click the '''Click here to disable''' button which will appear in the same location.
  
Upon initial signing once Token Based Two Factor Authentication is actived, users will be presented with a QR code to scan using their smartphone or tablet device.
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===Enable for Staff===
Once this is scanned, their device will then store authorization to generate a pass code and authentication to your WHMCS installation.
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[[File:2factor3.png|thumb|Enable for Staff]]
Every 30 seconds, a new 6 digit code will be generated through their OATH application of choice which will be used as their second form of Authentication during login to your WHMCS.
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Ticking this option will allow staff to individually enable Two-Factor Authentication of their own accord via the admin area. Once activated they will need to complete two-factor authentication each time they login.
  
==Yubikey Authentication==
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Staff activate it via the My Account page of the admin area (link in the top-left corner of every page). They simply clickthe '''Click here to enable button''' and follow the on-screen instructions.
  
A YubiKey is a One-Time Password (OTP) generator device. It generates a unique sequence of characters as an OTP every time its button is pressed. As the term suggests, a One-Time Password is valid only for a single use and cannot be used again for authentication. YubiKeys are typically used in implementing strong two-factor authentication solutions which provide much stronger security when compared to using only a username and password. The YubiKey supports multiple types of configurations and may be used to generate One-Time Passwords as well as static passwords
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Should a member of staff decide to disable two-factor authentication at a later date, they can simply click the '''Click here to disable''' button which will appear in the same location.
  
===Benefits===
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==Force Settings==
*Seamless Integration into WHMCS Authentication
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On the left hand side of the Two-Factor Authentication page are two Force Settings. Ticking these options will require clients and/or staff to configure two-factor authentication upon next login, they will be presented with a prompt showing them the two-factor authentication instructions and will not be able to proceed until registration is complete.
*Works instantly, no need to re-type pass codes from a device
 
*Identified as a USB-keyboard, no client software or drivers needed
 
*Minimzed size; 2mm thin, 3 grams
 
*Integration within minutes with free and open source server software
 
*Two slots for multiple configurations: OATH, Challenge-Response etc
 
*Manufactured in USA and Sweden with best practice security processes
 
*Practically indestrubtible; waterproof, crush safe, no battery
 

Revision as of 15:46, 13 March 2013

What is Two-Factor Authentication?

Two-factor authentication adds an additional layer of security by introducing a second step to your login. It takes something you know (i.e.: your password), and adds a second factor, typically something you physically have (such as your phone). Since both are required to log in, in the event an attacker obtains your password two-factor authentication would stop them for accessing your account.

Why do you need it?

Passwords are increasingly easy to compromise. They can often be guessed or leaked, they usually don’t change very often, and despite advice otherwise, many of us have favorite passwords that we use for more than one thing. So Two-factor authentication gives you additional security because your password alone no longer allows access to your account. How does it work?

There are many different options available, and in WHMCS we support more than one so you have the choice. But one of the most common and simplest to use is time based one-time passwords. With these, in addition to your regular username & password, you also have to enter a 6 digit code that changes every 30 seconds. Only your token device (typically a mobile smartphone) will know your secret key, and be able to generate valid one time passwords for your account. And so your account is far safer.

For more information on different types of two-factor authentication WHMCS supports, please refer to http://www.whmcs.com/two-factor/

Configuration

Yubico Configuration

Begin by navigating to Setup > Staff Management > Two-Factor Authentication and click the "Activate" button next to the type of two-factor authentication you wish to use.

The Duo Security and TOTP options both require a subscription before they can be configured, so instead of an Activate button, you will see a Subscribe To Activate button. You can click this to be taken to the relevant signup page, once the purchase has been completed you can return to the Two-Factor Authentication page to continue the configuration process.

Note: Duo Security and TOTP services are currently manually activated, so please await confirmation of activation via email
before proceeding further.

Once activated you will be presented with a number of options, please fill these in with the account details from your welcome email. Some options are common to all auth methods:

Enable for Clients

Enable for Clients

Ticking this option will allow clients to individually enable Two-Factor Authentication of their own accord via the client area. Once activated they will need to complete two-factor authentication each time they login.

Clients activate it via the My Details page of the client area, in the default template this is located under the "Security Settings" tab. They simply click the Click here to enable button beneath the "Two-Factor Authentication" heading and follow the on-screen instructions.

Should a client decide to disable two-factor authentication at a later date, they can simply click the Click here to disable button which will appear in the same location.

Enable for Staff

Enable for Staff

Ticking this option will allow staff to individually enable Two-Factor Authentication of their own accord via the admin area. Once activated they will need to complete two-factor authentication each time they login.

Staff activate it via the My Account page of the admin area (link in the top-left corner of every page). They simply clickthe Click here to enable button and follow the on-screen instructions.

Should a member of staff decide to disable two-factor authentication at a later date, they can simply click the Click here to disable button which will appear in the same location.

Force Settings

On the left hand side of the Two-Factor Authentication page are two Force Settings. Ticking these options will require clients and/or staff to configure two-factor authentication upon next login, they will be presented with a prompt showing them the two-factor authentication instructions and will not be able to proceed until registration is complete.