Back Office Portal - Security Settings

This is an abridged version of the user guide, highlighting essential features. To access the full version with detailed steps, kindly reach out to your dedicated Account Manager.

In the Security Settings tab, brokers can configure important security features for the CRM Back Office Portal. These include:

1. Remote Login Prompts: By enabling remote login prompts in the Security Settings tab, brokers can enhance the security of the CRM Back Office Portal. This feature alerts users whenever their account is accessed from a different IP address than usual. It serves as a proactive measure to notify users of potential unauthorized access to their account. Prompting users with these alerts allows them to take immediate action if they suspect any suspicious activity and helps ensure the safety of their account.

2. Password Strength Settings: In the Security Settings tab, brokers can configure the password strength requirements for their users. This feature allows brokers to define specific criteria for creating strong passwords. By implementing strong password policies, brokers enhance the overall security of back office user accounts, making them less susceptible to password-related breaches or unauthorized access attempts.