What does this section cover?
What is User Authentication?
User authentication settings are used to define the password policy for accessing CRM.COM Software, i.e. the criteria that passwords must conform with. The password policy is taken into consideration whenever a new password for an existing or new user is set. If user authentication settings are not configured in the system, then only super users can access the system.
In addition use the settings to define how many failed login attempts a user can perform within a period of time before they result to a specific lockout time. During this lockout time, the user will not be able to login, even if the correct credentials are provided.
Creating, Editing & Deleting Validations & Restrictions
Action | Validations | Restrictions |
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General |
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Create |
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Edit |
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Delete |
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User Authentications attributes
Name | Description |
---|---|
PASSWORD POLICY | |
Minimum length* | The minimum required length of the password |
Minimum number of alphabetical characters (a-z)* | The minimum number of alphabetical characters (a-z) that should be included in the password |
Minimum number of integers (0-9)* | The minimum number of integers (0-9) that should be included in the password |
Minimum number of other (special) characters* | The minimum number of special characters that should be included in the password |
AUTHENTICATION POLICIES AVAILABLE FROM CRM.COM R9 | |
Use CRM.COM Authentication | Defines whether a user's credentials kept in CRM.COM will be used during the user's authentication or Active Directory/LDAP will be used during the authentication process. |
Server Type* | Defines whether authentication will be performed based on Active Directory or LDAP |
Domain* | The domain of the Active Directory server |
URL* | Host name of the machine where the directory is installed |
Port* | Port number of the directory server |
Username* | A valid username of a user with authority to connect to the Active Directory Server |
Password* | The valid password of the user with authority to connect to the Active Directory Server |
Search base | Indicates where in the LDAP directory you wish to begin the search |
Use SSL | |
Password ageing warning (in days) | Defines the number of days prior which the user will be notified through CRM.COM about his/her password expiration in Active Directory |
External Site to change User Password | URL of the site that external users can use in order to change their password |
INVALID AUTHENTICATION POLICIES AVAILABLE FROM CRM.COM R9 | |
Maximum allowed invalid login attempts |
|
Lock-out Time After Invalid Login Attempts (in Minutes) | Defines the user lock-out time (in minutes) after the maximum allowed login attempts were made in a specific period of time |
Defining your own User Authentications tailored to your company's needs
- Navigate to FOUNDATION > USER MANAGEMENT > SET UP USER AUTHENTICATION SETTINGS
- Click on EDIT
PASSWORD POLICY
- Update the information as required to set up password formatting restrictions
AUTHENTICATION POLICY - AVAILABLE FROM CRM.COM R9
- Use CRM.COM Authentication: Check the box to enable the rest of the settings
Server Type: Select from the drop down list between Active Directory and LDAP
- Provide the rest of the information according to the server type you would like to integrate with
INVALID AUTHENTICATION POLICIES - AVAILABLE FROM CRM.COM R9
- Provide the information required with regards to handling invalid login attempts
From the Actions Menu click on SAVE
You will be required to logout and login again, for the settings to be applied
Deleting User Authentications
You cannot delete a user authentication record
Related Areas
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Configuring User Authentication Settings — Learn to configure User Authentication Settings
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Configuring User Templates — Learn to configure User Templates
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Understanding User Management — Understand the usage of User Management within CRM.COM
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Managing Users — Learn to work with Users
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Bulk Users Creation — Learn how to generate a large volume of Users using User Templates
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Handling Invalid Login Attempts — Learn to handle Invalid User Login Attempts
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