Summary
Learn how MFA and Okta improve security and streamline authentication across MRI CRMs, including setup steps and troubleshooting tips.
This article covers:
- About MFA and Okta
- Why MFA
- Why Okta
- Manage MFA and Okta
- Supported MFA Methods
- Common warning message
About MFA and Okta
Multi-Factor Authentication (MFA) adds an extra layer of security to your accounts. Okta acts as an Identity Provider (IdP) to centralise authentication and enable Single Sign-On (SSO) across MRI platforms.
Why MFA
MFA requires two or more verification factors, making it harder for attackers to access your account even if your password is compromised.
Enhanced Security - MFA provides an additional barrier beyond just using a username and password to access an account. It requires users to provide at least two pieces of evidence to verify their identity, such as something they know (password), or something they have (mobile device)
Protection Against Password Attacks - Many security breaches occur due to weak or compromised passwords. Attackers can use techniques like phishing, brute force attacks, or password reuse to gain access to user accounts. MFA adds an extra layer of protection by requiring a second factor, which makes it much more difficult for attackers to gain access, even if they have obtained a user's password
Safeguarding Against Stolen Credentials - MFA helps protect against stolen or leaked passwords. If a user's password is compromised in a data breach or through other means, MFA acts as an additional safeguard.
Why Okta
Okta provides centralised identity management and SSO for MRI products, offering:
- Modern, secure authentication
- Unified access across multiple CRMs
- Integration with other MRI platforms
Manage MFA and Okta
To set up or update MFA and Okta:
- Log in to Okta
- Go to https://mrisaas.okta.com/
- Enter your credentials
- Click your username > Settings
- Click Edit Profile
- Scroll to Extra Verification
- Enable additional methods (e.g., Okta Verify, Google Authenticator, SMS)
When logging in to your B+D Okta, you will now be presented with multiple options on how you wish to receive the authentication.
- Select your preferred authentication
- Tick Do not challenge me on this device again
Supported MFA Methods
You cannot opt out of MFA, but you can change your authenticator.
Supported MFA methods:
- Okta Verify
- Google Authenticator
- SMS Authentication
- Voice Call Authentication
- Email Authentication
- Security Key or Biometric
- Duo Security
- On-Prem MFA
Common warning message
If you see a warning about mismatched usernames or emails:
You need to update your name in Box + Dice to match the other CRM (e.g., Property Tree or Vault).
What's next?
Set up multifactor authentication through Okta and Manage your MFA login settings.
Articles in this section
- Access the training academy videos
- Enable listing to be included in E-Alerts
- Export Contacts
- Manage your MFA login settings
- Resolve Login Error: Sorry, single sign on failed due to configuration error: csrf_detection
- Set up multifactor authentication through Okta
- Set up Okta verify application
- Understand Multi-Factor Authentication
- Understand system settings
- Understand the Help Centre