How to set up multiple authentication methods

About this article

This article will explain how to set up Multiple Authentication methods for a tenant. This will allow end-users to select the method they should authenticate with. 

You will find the following sections in this support article: 

• How to configure multiple authentication methods
• Templafy Desktop and multiple authentication methods 
• Templafy Webapp, web add-ins, and connectors with multiple authentication methods

 

Prerequisites

Tenant Admin/Owner access Multiple Authentication Methods module enabled

 

How to configure multiple authentication methods

After the multiple authentication methods module has been enabled, you will be instructed to give the existing method a “Login button name” that is recognizable for the end users to identify as their authentication method.

1. Click Edit details
2. Provide a login button name
3. Click Save

 

The login button name will be displayed to the users when logging into Templafy. Users will be asked to select their respective authentication method. It is therefore imperative to give it a meaningful and distinctive name to better guide them through the login process.

 

Adding additional authentication methods

After the existing authentication method has been given a user-friendly login button name it is now possible to add new authentication methods using the Add authentication method button.

1. Click Add authentication method
2. Type in the name of the Authentication method id
3. Type in the name of the Login button name
4. Choose the desired authentication method type
5. Set up the chosen authentication method type using the applicable guide below 
6. Confirm the validity of the information
7. Click Save

Reference:

How to configure e-mail authentication How to configure Microsoft OpenID Connect authentication How to configure SAML2 authentication

 

 

One cannot edit their own authentication method except for the login button name One cannot delete an authentication method that is in use A user is permitted to use only one authentication method Changing the authentication method type of an existing authentication method does not require user deletion for the change to come into effect

 

Templafy Desktop and multiple authentication methods

The first time a user logs into Templafy Desktop, they will be met with the screen where they will be asked to select their authentication method. When the user logs into Templafy Desktop successfully, based on the user, Templafy Desktop will try to authenticate again using the previously selected authentication method. This process, whereby the step of choosing an authentication method is skipped based on the user, is repeated until the user manually logs out of the desktop application.

The step can be avoided altogether by deploying Templafy with AuthenticationMethod parameter. The installation command would look as follows:

MSIEXEC /i TemplafyDesktop.[tenant].msi AUTHENTICATIONMETHOD="AuthenticationMethodId" ALLUSERS="1"

 

 

In case Templafy Desktop has already been deployed to the user’s machines without the AuthenticationMethod parameter, a registry key can be additionally distributed or created manually. 

Windows Registry Editor Version 5.00

[HKEY_CURRENT_USER\SOFTWARE\Templafy]
"AuthenticationMethod"="AuthenticationMethodId"

 

Templafy Webapp, web add-ins, and connectors with multiple authentication methods

In a browser, Templafy will remember the selection of the authentication method by the user until the cookie expires or the cache/cookies have been cleared. When the token expires, users will be prompted to select their login method again.

Furthermore, it is possible to target a specific authentication method in the browser with the following URL:

https://tenant.templafy.com/auth/sign-in/?authenticationMethodId=<AuthenticationMethodID>&returnUrl=https://tenant.templafy.com

 

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