In the Security settings, project administrators can review and define the security parameters of their project.
Support access
In this section, administrators can authorize the iDeals support team to access their project for the selected period of time. Support access is set to "No" by default but can be changed at any time if you need assistance with your project.
💡 When authorized, the support team can manage project settings, view all reports and users, and manage document structure and permissions, but cannot view or download the documents' contents.
Sign-in security
Administrators can set additional security on access to their project, which will be mandatory for all project users, including administrators.
2-step verification: require all users to verify their identity with the second factor to access the project.
With the Business subscription, administrators can set additional sign-in restrictions:
Allowed domains: specify corporate email domains from which users can sign in to the project.
Allowed IP addresses: list IPs or ranges from which users can access the project, for example, only from an office location or corporate computer with VPN.
💡 Leave these fields empty to have no sign-in restrictions for invited users.
Email verification
With the Enterprise subscription, administrators can also enable email verification for additional validation of the user's access to their email address.
When enabled, users are required to enter a one-time code sent to their emails to gain access to your project, according to the selected period:
Never (this disables the check)
Once a day
Once a week
Once a month
To remove this restriction for specific users, there are 2 additional fields:
Trusted emails: list of users that should not be asked for the email code.
Trusted domains: list of email domains that should not be asked for the email code.
For example, it can be useful to facilitate access for administrators or any other trusted participants.
💡 Users will not be additionally asked for an email code to access the project if they sign into their account with:
One-time code to email instead of a password.
Upgrading settings
Trial subscription offers all security features without limitations. But after the trial period expiration, these settings will be available in accordance with the selected subscription.
If some settings are not available, you can view additional details and Request upgrade by clicking the corresponding icon.
Your account manager will reach out to you as soon as possible with further details.