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17 articles for “mfa”

Getting started Sign in, set up MFA and understand step-up …Set up your authenticator app Multi-factor authentication (MFA) is mandatory for the MLRO, Deputy MLRO and Administrator roles; your institution may require it for others. If your role requires it,…
FAQs Security and access …is recorded in the audit trail. Do I have to set up MFA? By default, multi-factor authentication is mandatory for the MLRO, Deputy MLRO and Administrator roles, and your institution can extend it to…
Reference Troubleshooting and error messages …with common problems, see Troubleshooting. Sign-in and MFA Message as shown What it means What to do Sign-in failed — Check your email and password and try again. The email or password was not…
Guides Administrator guide …see STR material, or approve your own changes. You need MFA: enrolment is mandatory for administrators, and most of your approvals need step-up. Note: Plan for at least two administrators. Settings…
User roles MLRO and Deputy MLRO …Deputy MLRO. On first sign-in you are sent to Security & MFA (/account/mfa) to enrol an authenticator app before you can continue. Adding a passkey as well is recommended. What you can do You have…
Guides MLRO guide …1. Before your first decision Enrol a second factor. MFA is mandatory for your role. Set up an authenticator app at Security & MFA (/account/mfa) and, ideally, a passkey at Passkeys. Most of your…
User roles Administrator and integration engineer …On first sign-in you are sent to Security & MFA (/account/mfa) to enrol before you can continue. Administrator What you can do Propose and approve changes to Tenant settings: base currency, time zone,…
Getting started Find your way around …so you can check what you are signed in as Security & MFA Set up or check your authenticator app (/account/mfa) Passkeys Add or remove passkeys (/account/passkey) Theme Light, Dark or System (follows…
Getting started Welcome to FlowSentry …in for the first time, continue with Sign in, set up MFA and understand step-up. What FlowSentry does Module What it does for you Where to find it Monitoring Runs your monitoring rules and scenarios…
Guides Analyst guide …items waiting for you) and your user menu (theme, MFA, passkeys, sign out). See Find your way around. 2. Your day: the alert queue Alerts & cases (/alerts) is your work queue for monitoring alerts,…
User roles Auditor, QA reviewer and executive …an authenticator app from the user menu under Security & MFA. Open Dashboards to see the gallery of dashboards your role can open. Auditors: open the Audit trail and confirm "chain intact", then start…
Blog & updates Introducing the new FlowSentry experience …menu. It shows your roles as badges and holds Security & MFA, Passkeys, Theme and Sign out. Light, dark and system themes Choose Light, Dark or System from the user menu. The dark theme is designed,…
Getting started Key concepts …action, and is valid for five minutes. See Sign in, set up MFA and understand step-up. Audit trail Every governed action is written to an append-only, hash-chained audit trail that names the real…
User roles KYC reviewer, relationship manager and senior approver …an authenticator app from the user menu under Security & MFA. Senior approvers need it for step-up. Open Customers and search by the start of a name or an exact identifier. Open a profile and read the…
Reference Security and privacy overview …with an authenticator app (TOTP) or passkeys (WebAuthn). MFA is mandatory by default for the MLRO, Deputy MLRO and Administrator roles, and an institution can extend it to other roles. Repeated failed…
User roles User roles at a glance …last check is more than five minutes old. See Sign in and MFA. Several roles, never your own work A person can hold more than one role, for example Senior analyst and KYC reviewer. Your permissions…
Getting started Your first day, by role …authenticator app or passkey set up — see Sign in, set up MFA and understand step-up. Not sure which role you have? Open the user menu (your name, top right): your roles are listed under your name.…