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Multi-Factor Authentication (MFA)

Multi-factor authentication (MFA) adds a second layer of security to your account by requiring a verification code in addition to your password when you sign in. Enabling MFA significantly reduces the risk of unauthorized access, even if your password is compromised.

MFA in the Optra Edge Portal can be managed at two levels:

  • Personal — Each user can enable or disable MFA for their own account from their profile.
  • Organization-wide — Admins can enforce MFA for all members of the organization, preventing anyone from disabling it.

Enabling MFA on your account​

  1. Click your name or avatar in the top-right corner of the portal to open your User Profile.

  2. In the Profile header card, locate the Enable MFA toggle.

  3. Click the toggle to turn MFA on.

  4. Follow the on-screen setup instructions to link your authenticator app or other second factor.

Once enabled, you will be prompted for a verification code each time you sign in.

Disabling MFA​

  1. Open your User Profile by clicking your name or avatar in the top-right corner.

  2. In the Profile header card, locate the Enable MFA toggle.

  3. Click the toggle to turn MFA off.

note

If the toggle is grayed out and cannot be changed, your organization has MFA enforcement enabled. You cannot disable MFA while this policy is active. See below for details.

Organization-wide MFA enforcement​

Admins can require MFA for every member of the organization. When enforcement is active, all members are forced to use MFA and cannot disable it on their individual profiles.

Enabling enforcement​

  1. Click the Users tab in the top navigation bar.

  2. In the Users page header, locate the Enforce MFA switch.

  3. Click the switch to turn enforcement on.

All organization members now have MFA enabled. Their individual Enable MFA toggles on the Profile page become disabled (grayed out) and cannot be turned off.

Disabling enforcement​

  1. Click the Users tab in the top navigation bar.

  2. Click the Enforce MFA switch to turn enforcement off.

Members of the organization regain control of their individual MFA toggle. Users who previously had MFA enabled through enforcement can now choose to disable it from their own profile.

Multi-organization behavior​

If a user is a member of multiple organizations and any one of those organizations has MFA enforcement enabled, MFA is enforced for that user across all their portal sessions. The user cannot disable MFA until all organizations they belong to have removed enforcement.

caution

Enabling organization-wide MFA enforcement immediately affects all members. Ensure your team is prepared to complete MFA setup before enabling this setting.

  • User Profile — Manage your personal MFA toggle and other account settings.
  • Manage Users — Invite and manage members of your organization.