Configure Sign-In Options for Identify
Overview
This document describes how to set up multi-factor authentication (MFA) and ConnectWise single sign-on (SSO) for Identify. Please note that MFA settings for SSO users are managed from ConnectWise Home.
Note: Seamless login via ConnectWise SSO is now enabled. It is recommended to link your ConnectWise SSO account to Identify. To connect to a new ConnectWise SSO account, refer to Connect Identify to a New SSO Account.
Connect Identify to an Existing SSO Account
Link SSO from the Login Page
To connect from the login page:
- Navigate to the Identify login page.
- Enter your ConnectWise SSO email and password.
- Click CONNECT.
Link SSO from Identify Settings
To link SSO from your profile settings:
- Navigate to Account Options > My Profile > Linked Accounts.
- Click LINK ACCOUNT.
- Enter your ConnectWise SSO email.
- Click NEXT.
- Enter your SSO password.
- Click LOGIN.
Connect Identify to a New SSO Account
To connect to a new SSO account:
- Navigate to the Identify login page.
- Click LOGIN WITH CONNECTWISE.
- Click Sign Up.
- Complete the form.
- Click Create Company.
- Enter your Identify email and password.
-
Click CONNECT.
Enable MFA
To enable MFA for Identify, you must have a valid one-time password (OTP) authentication service. Identify works with any OTP authentication service, though Google™ Authenticator, Microsoft Authenticator, and Duo are recommended.
Note: You can only enable MFA for your own user account; you cannot enable MFA for other users.
To enable MFA:
- Navigate to Settings > Identify Credentials > Multi-Factor Authentication.
- Click ENABLE MFA.
- Open your preferred authenticator app.
- Scan the barcode or enter the alphanumeric code into the authenticator app.
- Enter the six-digit authentication code.
- Click LOGIN.