InvestGlass provides each user in your organization with a unique username and password. You can log also with an email. As an administrator, you can set up the password length, complexity, and reset.
Password must contain at least eight characters. Password must include alphabetic character and one number. The security question cannot contain the password and when users change their password, they cannot reuse their last three passwords.
When you grant access to the client portal, two processes can be applied with an email or a pseudo as a login. If you use an email, then a randomized password will be sent to this email address. If you use the pseudo option, then a randomized password will be sent to the user – your employee. This method aims to create a client portal without sensitive information such as the email where the first name and last name can be recognized.
When a user is using the InvestGlass Cloud solution, a user could be linked to two companies. To log into these two accounts, the user will use the same password.
User password expires
InvestGlass will automatically expire the password if not used or after a limited period of time.
Enforce password history
InvestGlass will limit the usage of a password.
Minimum password length
InvestGlass will limit the minimum number of characters
Maximum invalid login attempts
Lockout effective period
InvestGlass will set the time for effective logout.
Obscure secret answer for password resets
The user will set a secret question. This secret question cannot contain the password.
InvestGlass will lock an account after several invalid attempts and send an email to the company administrator.
Require a minimum 1-day password lifetime
Will automatically destroy the password after one day – 24 hours.
Administrators can schedule access to InvestGlass during a given time.
Set Message for help link
When you use InvestGlass on your premise, you can setup a login message.
Set alternative home page
Set the alternative log-off page
Set from the administrator setting, will redirect your users when they log out.
Login IP address ranges
InvestGlass enforces IP address restriction with organization-wide trusted IP ranges.
Bulk - mass creation of users
InvestGlass offers pre-built scripts to facilitate the creation of users’ batch. This is particularly useful when administrators are setting up client portal. Batches will automatically generate invitations to each new client user and generate a list of random passwords. If you select the randomized password option, then we suggest you enforce an automated reset password at first login.
Users in your organization are called “members”. From my account, company, members you can create new users and grant the user a license. This process can be performed also from InvestGlass backend if you installed InvestGlass on your premise.
Freeze and unfreeze user accounts
In some cases, you need to freeze an account, such action will prevent a user from logging into your organization. Go to my account, company, members, and there you can edit a user and retrieve temporarily the license access.
Disactivate or delete users
When you delete a user, all data, events, todos, can be transfer to another employee – or member.
Deploy third-party 2FA – Two-Factor authentification
Two-factor authentication enhances your company's security. This system can use SMS with services like Twilio or Futurae (Swiss solution).
When user we log in, this software will generate a random one-time password or “pin” called OTP. This OTP code will be checked with the InvestGlass system. If the code is validated then it will permit user access.
Limit the number of concurrent sessions
With the InvestGlass default system, multiple users can connect on the same session. If you wish to enforce a concurrent session package please contact us. This will restrict the number of users connected to the same session.