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Two-Factor Authentication (2FA) for FibreCRM

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Two Factor Authentication (2FA) or Multifactor Authentication is the process of the authentication in which you have to provide two factors to gain the access. 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 prevents the unauthorized person from accessing the resources even if they know your username and password. miniOrange provides 15+ authentication methods and solutions for various use cases.

Follow the Step-by-Step Guide given below for FibreCRM Single Sign-On (SSO)

1. Configure FibreCRM in miniOrange

• Login into miniOrange Admin Console.
• Go to Apps and click on Add Application button.



• In Choose Application, select SAML/WS-FED from the application type dropdown.



• Search for FibreCRM in the list, if you don't find FibreCRM in the list then, search for custom and you can set up your application in Custom SAML App.

• Enter the details as shown:
  
  

  SP Entity ID or Issuer	{fibrecrm_url}/index.php?action=Login&module=Users
  ACS URL	{fibrecrm_url}/index.php?action=Login&module=Users

  For example:
  SP Entity ID - https://xlnqkm3846.trial.fibrecrm.eu/index.php?action=Login&module=Users
  ACS URL - https://xlnqkm3846.trial.fibrecrm.eu/index.php?action=Login&module=Users
• Leave the Add Attributes section empty.



• Go to the Add Policy and select DEFAULT from the Group Name dropdown.
• Give a policy name for FibreCRM in the Policy Name field.
• Select Password as the First Factor Type for authentication.
• Click on Save to configure FibreCRM.



• Click on Select in the Action column of the configured app, and go to Metadata.



• Depending upon your requirement, click on the Show Metadata Details button to get the metadata which will be required later.

2. Configure SSO in FibreCRM

• Login to your FibreCRM domain as an Account Administrator.
• Go to Admin and click on Password Management.



• Disable the Forgot Password option.
• Check Enable SAML Authentication and enter the details as shown:




Login URL:	Copy the SAML Login URL from the Metadata.
SLO URL:	Copy the SAML Logout URL from the Metadata.
X509 Certificate:	Copy the X.509 Certificate from the Metadata.




NOTE: As there are 2 different metadata (miniOrange IDP and External IDP), please select the appropriate values based on your requirements.

• Click on Save to save the SAML settings.

3. Configure 2FA for FibreCRM

3.1: Configure 2FA for miniOrange Admin Dashboard.

• From your miniOrange Dashboard in the left navigation bar, select 2- Factor Authentication, click on Configure 2FA.




• Choose any 2FA method you want to configure.
• Let's say you want to configure OTP over SMS
• Click on OTP over SMS





• Now add your mobile number on which you want to receive the OTP.
• Then click on Save.





• Now as shown in the above image, OTP over SMS is your Active 2FA method.
• Enable Prompt for second factor during signin to your console.
• Then click on Save.



• To verify the configuration login again.
• You will be asked for Username and password then it is redirected to below page:
• Enter the OTP received on the phone and click on verify.



• If you are redirected to your dashboard, you have successfully configured OTP over SMS as your 2FA method.
• Similarly you can configure rest of the 2FA methods for miniOrange dashboard by following this guide.
• To configure 2FA methods for end-users, You can find the guide here.

3.2: Enable 2FA for Users of FibreCRM application.

• To enable 2FA for Users of FibreCRM application. Go to Policies >> App Authentication Policy
• Click on Edit against the configured application



• Enable the Enable 2-Factor Authentication (MFA) option.



• Click on Save.

4. Login with miniOrange

• Go to your FibreCRM Domain. It will redirect you to miniOrange Single Sign-On Service console.



• Enter your miniOrange login credentials and click on Login.
• Since we have Two-factor authentication(2FA) enabled, you will be prompted to register for it. It's a one time process.
• Configure your basic details.



• Configure any authentication method of your choice.



• After successful registration, you will be logged in to your FibreCRM account.
• Now we have Two-factor authentication enabled.
• To verify your Two-factor authentication(2FA) configuration, go to your FibreCRM Domain. You will be redirected to miniOrange login console.



• 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 FibreCRM it will prompt for OTP.



• Enter the OTP received in your phone, after successful 2fa verification, you will be redirected to the FibreCRM dashboard.

5. Adaptive Authentication with FibreCRM

A. Restricting access to FibreCRM with IP Configuration

You can use adaptive authentication with FibreCRM 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 Policy.



• Add a Policy Name for your Adative Authentication Policy.
• Select Action for Behavior Change, click the Edit link, and then choose the appropriate Action and Challenge Type for the user from that section.





Action for behavior Change Options :




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




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, many more.
KBA (Knowledge-based authentication)	The System will ask the user for 2 of 3 questions he has configured in his Self-Service Console. Only after the right answer to both questions is the user allowed to proceed further.
OTP over Alternate Email	User will receive an OTP on the alternate email they have configured through the Self Service Console. Once the user provides the correct OTP, they are allowed to proceed further.



• Now click Edit option from the IP Configuration section to configure custom IP range.
• Select Add IP if the User's IP Address is not in the configured list.
• Specify the IP Address that you want to whitelist. For the IP Range other than the whitelisted one, you can select the above setting to reflect.
• Choose either allow or deny by selecting the corresponding option from the dropdown.
• If a user tries to login with the whitelisted IP address, they will always be allowed access.
• We support IP address range in three formats i.e., IPv4, IPv4 CIDR, and IPv6 CIDR. You can choose whichever is suitable for you from the dropdown menu.
• You can add multiple IPs or IP ranges by clicking the + Add IP button.



• Once the changes are made, scroll down 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 Policy.
• 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.



• On the Add Policy tab, go to the Device Configuration section and click the Edit button.
• Enter the Number of Device Registrations Allowed as per your requirement. (2-3 devices are recommended.)
• Choose Action if number of devices exceeded (This will override your setting for Action for behavior Change.)
• Challenge: The user needs to verify himself using any of the three methods mentioned in table in step 5.1
• Deny : Deny users access to the system
• Enable Mobile Device Restriction to block logins from mobile devices. This ensures all login attempts from mobile devices will be declined.
• Enable MAC Address Based Restriction if you want to restrict access based on device MAC address.



• Scroll down to the bottom of the page and click on Save.

C. Add Adaptive Authentication policy to FibreCRM

• Login to Self Service Console >> Policies >> Add Login Policy.
• Click on Edit icon option for predefined app policy.



• Set your policy in the Policy Name and select Password as First Factor.
• Enable Adaptive Authentication on Edit Login 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 Submit.

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: Admins need to enable this option to enable receiving alerts for different alert options.
  
  
  

Option	Description
Users login from unknown IP addresses, devices or locations	Enabling this option allows you to login from unknown IP addresses or devices and even locations.
Number of Device registrations exceeded allowed count	This option will allow you to register more devices than the devices you have numbered.
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.




• 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 checkbox.



• In case you want multiple admin 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 Administrator’s email to receive alerts label. To enable alerts for the end users, you can enable the End User checkbox.
• In case you want to customize the deny message that the end user receives in case his authentication is denied due to adaptive policy, you can do this by entering the message inside Deny Message text box.

How to add a trusted Device

• 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.

External References

• Guide For Single Sign On (SSO)
• Guide For (2FA) for VMWare Workspace ONE