Set up Okta verify application

Summary

Learn how to set up the Okta Verify application for seamless and secure CRM login on both the web app and agent app.

Account activation

When a new user is created, they receive a “Welcome to Box+Dice!” email.

• Open the email and Click Activate Box+Dice Account button

Before you can set up your Okta verification app, you need to complete your multifactor authentication through Okta first.   

Once you have finished setting up your multifactor authentication for ‘Okta Verif.y’ 

• Download and open the Okta Verify App
• Tap Add Account 
• Click Organisation

• Click Skip when prompted
• Tap Yes, Ready to Scan 

A QR code will be displayed in your laptop/computer. 

• Scan the QR code

The account will now be added in the app.

• Click Done

On your computer: 

• Click Finish

You are now logged into your CRM. You will be redirected to the OKTA login screen.

On your computer:

• Log out and return to the Okta login screen
• Enter your details and click Sign In
• For customisation, you can:
  • Select Do not challenge me on this device again
  • Enable Send push automatically to receive a direct push notification to your phone

On your phone:

• Tap Yes, it’s me to complete the login

With this your Box+Dice account is now active, and multifactor authentication has been configured for secure and seamless logins across the web app and agent app.