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How to Configure Two Factor Authentication(2FA/MFA) for Sage Intacct


Two-Factor Authentication (2FA) or Multi-factor Authentication is the process of the authentication in which you have to provide two factors to gain the access into a particular application. First Factor is the one that you know username and password and Second factor is what you might have as unique, like a phone (For OTP) or Fingerprint. This additional layer of security prevents the unauthorized person from accessing the resources even if they know your username and password. miniOrange provides 15+ authentication methods and solutions to secure your applications.


For web applications that do not provide support for federated single sign-on, we have miniOrange Secure Single Sign-On browser plugins for SSO. Here, it is enabled on an application, where end users see an icon on their home pages and browsers, through this users can set and update their credentials. ( In the secure store for that application only).


miniOrange Supports all Browser Extension
  • miniOrange Secure Single Sign-On Plugins for SSO support all popular web browsers like Chrome, Firefox, Safari, Internet Explorer and Microsoft Edge.
  • Browser plugin a secure driven post to the application login page, signing in the user automatically on their behalf. - The plug-in does not store the credentials anywhere and they are discarded once the user has signed into the application.
  • Users credentials are stored in an encrypted format by using AES encryption with the combination of a customer-specific private key. When a user clicks the application icon, miniOrange securely posts the username/password to the app login page over SSL and the user is automatically logged in.

Connect with External Source of Users


miniOrange provides user authentication from various external sources, which can be Directories (like ADFS, Microsoft Active Directory, OpenLDAP, AWS etc), Identity Providers (like Microsoft Entra ID, Okta, AWS), and many more. You can configure your existing directory/user store or add users in miniOrange.



Prerequisites

  • Sage Intacct account with system administrator access is required to do the single sign-on (SSO) & MFA configuration.

Follow the step-by-step guide given below for Sage Intacct Multi Factor Authentication (2FA/MFA)

1. Configure Sage Intacct in miniOrange

  • Login into miniOrange Admin Console.
  • Go to Apps and click on Add Application button.
  • Sage Intacct Single Sign-On (SSO) add app

  • In Choose Application, select SAML/WS-FED from the application type dropdown.
  • Sage Intacct Single Sign-On (SSO) choose app type

  • Search for Sage Intacct in the list, if you don't find Sage Intacct in the list then, search for custom and you can set up your application in Custom SAML App.
  • Sage Intacct Single Sign-On (SSO) manage apps

  • Enter the SP Entity ID or Issuer: https://saml.intacct.com
  • Enter the ACS URL: https://www.intacct.com/ia/acct/sso_response.phtml
  • Click on Next to proceed further.
  • Configure Sage Intacct Single Sign-On (SSO)

  • In the Attribute Mapping tab configure the following attributes as shown in the image below.
  • Sage Intacct Single Sign-On (sso) Add Attribute

  • To upload respective app logo for a Custom SAML App, click on Upload Logo tab.
  • Sage Intacct Single Sign On (sso) Update logo

  • Click on Save.
  • Get IdP Metadata Details to upload to Sage Intacct:

  • Go to Apps >> Manage Apps.
  • Search for your app and click on the select in action menu against your app.
  • Click on Metadata to get metadata details, which will be required later. Click on Show SSO Link to see the IDP initiated SSO link for Sage Intacct.
  • Go to Metadata link Sage Intacct SAML SSO

  • Here you will see 2 options, if you are setting up miniOrange as IDP copy the metadata details related to miniOrange, if you required to be authenticated via external IDP's (OKTA, AZURE AD, ADFS, ONELOGIN, GOOGLE APPS) you can get metadata from the 2nd Section as shown below.
  • Sage Intacct Single Sign-On (sso) Add SAML Application

  • Keep SAML Login URL , SAML Logout URL and click on the Download Certificate button to download certificate which you will require in Step 2.
  • Sage Intacct Single Sign-On (SSO) Select Metadata details external IDP or miniOrange as IDP

2. Configure SSO in Sage Intacct

  • Sign in to Sage Intacct as an administrator.
  • Go to Company, click the Setup tab, and click Company under the Configuration section.
  • Sage Intacct Single Sign-On (sso) Add Application

  • Click the Security tab, and then click Edit.
  • Sage Intacct Single Sign-On (sso): Edit application

  • In the Single sign on (SSO) section, perform the following steps:
  • Sage Intacct Single Sign-On (sso): Enable SSO

  • Select Enable single sign on.
  • As Identity provider type, select SAML 2.0.
  • In Issuer URL text box, paste the value of miniOrange Identifier, which you have copied from miniOrange portal.
  • In Login URL text box, paste the value of Login URL, which you have copied from Azure portal.
  • Open your base-64 encoded certificate in notepad, copy the content of it into your clipboard, and then paste it to the Certificate box.
  • Set Requested authentication content type to Exact.
  • Click Save.

3. Configure 2FA for Sage Intacct

3.1: Enable 2FA for Users of Sage Intacct app

  • To enable 2FA for Users of Sage Intacct application. Go to Policies >> App Authentication Policy
  • Click on Edit against the application you have configured.
  • Two factor-authentication for Sage Intacct | Two Factor Authentication configure 2fa of application

  • Enable the Enable 2-Factor Authentication (MFA) option.
  • Two factor-authentication for Sage Intacct | Two Factor Authentication enable 2fa

  • Click on Save.

3.2: Configure 2FA for your Endusers

  • To enable 2FA/MFA for endusers, go to 2-Factor Authentication >> 2FA Options For EndUsers.
  • Select default Two-Factor authentication method for end users. Also, you can select particular 2FA methods, which you want to show on the end users dashboard.
  • Once Done with the settings, click on Save to configure your 2FA settings.
  • MFA/Two-Factor Authentication(2FA) for   Configure 2FA Panel

3.3: Enduser 2FA Setup

  • Login to End-User Dashboard using end user login URL.
    • For Cloud Version: The login URL (branding url) which you have set.
    • For On-Premise version: The login URL will be the same as of Admin Login URL.
  • Select Setup 2FA from left panel. Then select any of the 2FA method available.
  • For now, we have selected the SMS >> OTP OVER SMS as our 2FA method. You can explore the guide to setup other 2FA methods here.
  • Enable the OTP over SMS if you have your phone number added under your profile section else click on Edit button.
  • MFA/Two-Factor Authentication(2FA) for   Configure 2FA Panel

  • Enter you Phone Number along with the necessary country code and click on the SAVE button.
  • MFA/Two-Factor Authentication(2FA) for   Configure Second Factor-SMS(Enter Mobile Number)

4. Test Sage Intacct 2FA

    a. If 2FA for for End-user is configured

  • Go to your Sage Intacct Domain. It will redirect you to miniOrange Single Sign-On Service console.
  • zoom two factor authentication(2fa) user credentials

  • Enter your login credentials, and click on login. It will prompt to verify yourself against the configured 2fa method.
    e.g. If you have configured OTP over SMS, after login into Sage Intacct it will prompt for OTP.
  • zoom two factor authentication(2fa) otp prompt

  • Enter the OTP received in your phone, after successful 2fa verification, you will be redirected to the Sage Intacct dashboard.
  • b. If 2FA for end-user is not enabled

  • You will be prompted to register for 2Fa for end-user. It's a one time process.
  • Configure your basic details.
  • zoom two factor authentication(2fa) user registration

  • Configure any authentication method of your choice.
  • zoom two factor authentication(2fa) add new security

  • After successful registration, you will be logged in to your Sage Intacct account.

  • Not able to configure or test MFA?


    Contact us or email us at idpsupport@xecurify.com and we'll help you setting it up in no time.



5. Adaptive Authentication with Sage Intacct

A. Restricting access to Sage Intacct with IP Blocking

    You can use adaptive authentication with Sage Intacct Single Sign-On (SSO) to improve the security and functionality of Single Sign-On. You can allow a IP Address in certain range for SSO or you can deny it based your requirements and you can also challenge the user to verify his authenticity. Adaptive authentication manages the user authentication bases on different factors such as Device ID, Location, Time of Access, IP Address and many more.

    You can configure Adaptive Authentication with IP Blocking in following way:
  • Login to Self Service Console >> Adaptive Authentication.
  • Add a Policy Name for your Adaptive Authentication Policy.
  • Sage Intacct Single Sign-On (SSO) Restrict Access adaptive authentication policy

  • Select your Action for behavior Change and Challenge Type for user from the Action for behavior Change Section.
  • Sage Intacct Single Sign-On (SSO) Restrict Access adaptive authentication behavior change


    Action for behavior Change Options :


    Attribute Description
    Allow Allow user to authenticate and use services if Adaptive authentication condition is true.
    Challenge Challenge users with one of the three methods mentioned below for verifying user authenticity.
    Deny Deny user authentications and access to services if Adaptive authentication condition is true.

    Challenge Type Options :

    Attribute Description
    User second Factor The User needs to authenticate using the second factor he has opted or assigned for such as
  • OTP over SMS
  • PUSH Notification
  • OTP over Email
  • And 12 more methods.
  • KBA (Knowledge-based authentication) The System will ask user for 2 of 3 questions he has configured in his Self Service Console. Only after right answer to both questions user is allowed to proceed further.
    OTP over Alternate Email User will receive a OTP on the alternate email he has configured threw Self Service Console. Once user provides the correct OTP he is allowed to proceed further.

  • Now Enable Enable IP Restriction option from the IP RESTRICTION CONFIGURATION section to configure custom IP range.
  • Sage Intacct Single Sign-On (SSO) Restrict Access adaptive authentication ip blocking

  • Select the Action you want to perform if the IP address is out of the range. i.e. Allow, Challenge & Deny.
  • Specify the IP Address range for which you want above setting to reflect. You can add more than one IP Address ranges by clicking on following button +.
  • Scroll to the end and click on save.

B. Adaptive Authentication with Limiting number of devices.

    Using Adaptive Authentication you can also restrict the number of devices the end user can access the Services on. You can allow end users to access services on a fixed no. of devices. The end users will be able to access services provided by us on this fixed no. of devices.

    You can configure Adaptive Authentication with Device Restriction in following way

  • Login to Self Service Console >> Adaptive Authentication.
  • Add a Policy Name for your Adaptive Authentication Policy.
  • Select your Action for behavior Change and Challenge Type for user from the Action for behavior Change Section.
  • Sage Intacct Single Sign-On (SSO) Restrict Access adaptive authentication behavior and challenge type


  • Scroll down to Device Configuration section and enable Allow User to Register Device option to allow users to register their devices.
  • Enter the Number of Devices which are allowed to register in field next to Number of Device Registrations Allowed
  • Choose Action if number of devices exceeded (This will override your setting for Action for behavior Change.)
    1. Challenge: The user needs to verify himself using any of the three methods mentioned in table in step 5.1
    2. Deny : Deny users access to the system
  • Enable option Send email alerts to Users if number of Device registrations exceeded allowed count if you want to alert the user about no of devices exceeding the limit. Save the configuration.
  • Sage Intacct Single Sign-On (SSO) Restrict Access adaptive authentication enable device restriction


C. Add Adaptive Authentication policy to Sage Intacct.

  • Login to Self Service Console >> Policies.
  • Click on Edit option for predefined app policy.
  • Sage Intacct Single Sign-On (sso) edit device restriction policy

  • Set your application name in the Application and select password as Login Method.
  • Enable Adaptive Authentication on Policy page and select the required restriction method as an option.
  • From Select Login Policy dropdown select the policy we created in last step and click on save.
  • Sage Intacct Single Sign-On (SSO) Restrict Access save device restriction policy

    D.Notification and Alert Message.

      This section handles the notifications and alerts related to Adaptive Authentication.It provides the following options :

    • Get email alerts if users login from unknown devices or locations : Admin need to enable this option to enable receiving alerts for different alert options.
      adaptive authentication Action for behavior Change Configuration

    • Option Description
      Challenge Completed and Device Registered Enabling this option allows you to send an email alert when an end-user completes a challenge and registers a device.
      Challenge Completed but Device Not Registered Enabling this option allows you to send an email alert when an end-user completes a challenge but do not registers the device.
      Challenge Failed Enabling this option allows you to send an email alert when an end-user fails to complete the challenge.


      adaptive authentication Action for behavior Change Configuration

    • Next subsection is Send email alerts which allows us to enable or disable alerts for admin and end-users. To enable alerts for admins, you can enable the “Administrators” switch button.

    • adaptive authentication Action for behavior Change Configuration

    • In case you want multiple admins accounts to receive alerts then you can enable the option for admin and then enter the admin emails separated by a ‘,’ in the input field next to Administrators email to receive alerts label. To enable alerts for the end-users, you can enable the “End Users” switch button.
    • In case you want to customize the deny message that end user receive in case his authentication denied due to adaptive policy, you can do this by entering the message inside “Deny message for Adaptive Authentication” text box.
    • adaptive authentication Action for behavior Change Configuration
    How to add a trusted Device
    1. When End-user log in to the self service console after the policy for device restriction is on, he is provided the option to add the current device as a trusted device.

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