DocsTeam and security

Require two-factor for the workspace

The Owner can require two-factor sign-in for everyone in the workspace, including people who log in with Google. It works on every plan.

The switch

At the top of Members, the Owner sees Require two-factor sign-in for everyone in this workspace. Everyone else sees whether it is Required or Not required, and "Only the Owner can change this."

  • The Owner needs two-factor on their own account first. Until then the switch is off-limits and says "Turn on two-factor for your own account first", with a link to Profile.
  • Turning it on or off asks for the Owner's password. An Owner who only uses Google types their email address instead.
  • The dialog says how many people have not turned two-factor on yet, and that they see a setup step instead of the workspace until they do.
The Require two-factor sign-in dialog saying it applies right away and that one person has not turned it on yet, with a password field and a Require two-factor button. (opens the full size image in a new tab)The Require two-factor sign-in dialog saying it applies right away and that one person has not turned it on yet, with a password field and a Require two-factor button. (opens the full size image in a new tab)

It applies right away. Turning it off again lets everyone in without two-factor, and people keep any two-factor they already set up.

What members see

A member without two-factor sees " requires two-factor sign-in. Set it up to continue." in place of the workspace. Set up two-factor sign-in opens the same steps as in Two-factor sign-in, and afterwards they land on the page they were heading to. They can open Open your profile, sign out, switch to another workspace or create one. Until they finish, they can see and change nothing in this workspace.

The page a member without two-factor sees in a workspace that requires it, with the line Kestrel Supply requires two-factor sign-in, and buttons Set up two-factor sign-in and Open your profile. (opens the full size image in a new tab)The page a member without two-factor sees in a workspace that requires it, with the line Kestrel Supply requires two-factor sign-in, and buttons Set up two-factor sign-in and Open your profile. (opens the full size image in a new tab)

An invite to a workspace that requires two-factor leads to the same step. Scheduled runs, file triggers and webhooks keep running: the requirement is about people signing in.

The Two-factor column

Owners and Admins see a Two-factor column on Members: On with a dot, or Off with an empty circle. Editors and Viewers do not see it. Use it to find who has not set up two-factor before you turn the requirement on.

The Members page of a workspace that requires two-factor, with the switch on and every person marked On in the Two-factor column. (opens the full size image in a new tab)The Members page of a workspace that requires two-factor, with the switch on and every person marked On in the Two-factor column. (opens the full size image in a new tab)

Resets by the Owner

If a member loses their phone and their recovery codes, the Owner can clear their two-factor so they can set it up again. Choose Reset two-factor on their row. The dialog asks for your password (or your email address if you only use Google) and a current code from your own authenticator app, or one of your recovery codes.

The Reset two-factor dialog for Dmitri Volkov, explaining that his authenticator app and recovery codes stop working and he is signed out everywhere, with fields for your password and your authentication code. (opens the full size image in a new tab)The Reset two-factor dialog for Dmitri Volkov, explaining that his authenticator app and recovery codes stop working and he is signed out everywhere, with fields for your password and your authentication code. (opens the full size image in a new tab)

What happens: the member's authenticator and recovery codes stop working, they are signed out everywhere, and Ladeworks emails them to say who did it. They set up two-factor again the next time they log in. If the workspace requires it, they cannot open it until they do. Both the reset and turning the requirement on or off are recorded as security events.

Limits

  • Only the Owner can reset, not an Admin, and not for themselves. To change your own, turn two-factor off and on again in Profile.
  • The member's account can belong to no other workspace, whether they own it or joined it. Pending invites do not count.
  • There is no reset by email.

When the person is in another workspace, Reset two-factor is unavailable and the row says " also belongs to another workspace, so only or Ladeworks support can reset this." Ladeworks support can reset any member: contact us.

A member row where Reset two-factor is unavailable, with the note that the person also belongs to another workspace, so only they or Ladeworks support can reset this. (opens the full size image in a new tab)A member row where Reset two-factor is unavailable, with the note that the person also belongs to another workspace, so only they or Ladeworks support can reset this. (opens the full size image in a new tab)

You cannot turn off your own two-factor while a workspace you own requires it. Turn off the requirement first.