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 setup 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 password.
When you grant access to 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 first name and last name can be recognized.
When a user is using InvestGlass Cloud solution, a user could be linked to two companies. To log into these two accounts, user will use the same password.
User password expires
InvestGlass will automatically expire 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 log out.
Obscure secret answer for password resets
User will set a secret question. This secret question cannot contain the password.
InvestGlass will lock an account after a number of 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 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 creation of batch of users. This is particularly useful when administrators are setting up client portal. Batches will automatically generate invitations to each new client users and generate a list of randomize 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 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 to logging in to 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
The two-factor authentication enhances your company security. This system can use SMS with services like Twilio or Futurae (Swiss solution).
When user we login, this software will generate a random one-time password or “pin” called OTP. This OTP code will be checked with InvestGlass system. If the code is validated then it will permit user access.
Limit the number of concurrent sessions
With 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 numbers of users connected on the same session.