One-Time Password

Article Overview

The following article describes EasySend's One-Time Password feature. It describes how to configure it and how to add it to a digital process.

What is a One-Time Password?

(See Figure 1)

A One-Time Password (OTP) is a password that is valid for only one login session or transaction, on a computer system or other digital device. OTP is the most used method for customers to authenticate users before entering an EasySend/EasySign process. EasySend developed a standardized feature that allows you to easily create and assign OTPs.

Figure 1: OTP

How To Access the Feature

(See Figure 2)

To access the OTP feature, access your Builder environment, click Build (1) and then the One Time Password option (2).

Figure 2: Accessing OTP

OTP Screen

(See Figure 3)

The OTP screen allows you to configure OTP functionality and behavior universally across all processes. It is divided into three main sections:

• General Settings (1)
• Text Customization (2)
• Design Customization (3)

Figure 3: OTP Screen

General Settings

(See Figure 4)

The default section that appears when accessing the OTP screen. Using this section, you can customize security and language preferences for OTP authentication by setting:

• A Default country code - will be used as part of the phone number that will receive an SMS with the OTP  

• When the OTP code will expire:
  • 30 seconds
  • 1 minute
  • 5 minutes
  • 10 minutes 
• The maximum number of allowed attempts:
  • 3
  • 4
  • 5
  • 10
• How long will the end-user be suspended in case all OTP attempts fail:
  • 10 minutes
  • 30 minutes
  • 1 hour
  • 24 hours   

NOTE

A suspended end-user will not be able to enter the OTP until the suspension period is over. During the suspension time, the end-user will be redirected to the suspension screen, for example:

• The language (according to the languages set in your Builder environment) 

Figure 4: General Settings

Text Customization

(See Figure 5 to Figure 7)

Using this section, you can define the text displayed to end-users during the OTP authentication process. You can define text for three different screens:

• Enter Code Screen:
  • Will be used by the end-user to enter the OTP
  • Source will automatically display the communication method defined in the Workflow Manager of the process (email, SMS, both)

Figure 5: Enter Code Screen

NOTE

Clicking the icon will add the Source variable to the text.

• Enter Identifying Details Screen:
  • Will be used by any end-user to enter identifying details (email, SMS, both)
  • Can be used as a two-factor authentication screen for known existing users

Figure 6: Enter Identifying Details Screen

• Suspension Screen:
  • Will be visible to an end-user that failed all OTP attempts  
  • Will disappear once the suspension duration is over

Figure 7: Suspension Screen

Design Customization

(See Figure 8)

Using this section, you can set the visual appearance of the OTP authentication process to align with your branding by:

• Assigning colors:
  • Primary
  • Background
  • Font
  • Button
• Uploading Images:
  • Logo
  • Background
    

Figure 8: Design Customization

Adding OTP to a Digital Process

The following sections describe how to add an OTP to a digital process. To add an OTP to an EasySign process using API, please contact our support team.

Accessing The Workflow Manager Screen

(See Figure 9)

The Workflow Manager screen allows you to set an OTP authentication to one or more steps of a digital process. To set an OTP authentication, hover above the desired step, click the three dots (1), and then click Require Authentication (2).   

Figure 9: Adding Authentication

Configuring the Authentication Window

(See Figure 10)

After clicking the Require Authentication option, the Authentication window appears. This window contains two dropdowns:

• Who will you authenticate (1):
  • Known user - an end-user whose initial information, email, SMS, or both, is already known, for example:
    • The information exists in your database or was provided in a previous step
    • The information is available in the Model of the digital process through integration with the database or a previous step
  • Anyone - any end-user, new or existing 
• How code is sent (2):
  • Email
  • SMS
  • Both

Figure 10: Authentication Window

Depending on your dropdown selections, additional options will appear.

Authenticating Know Users using Email and SMS

(See Figure 11 to Figure 14)

Figure 11: Authentication Window Dropdowns

When you select to authenticate a known user (1) and to send the OTP via Email and SMS (2) the following sections appear:

• Communication - using this section, you will specify the Model data items that contain the phone number (3) and email (4) information of the end-user

Figure 12: Communication Settings

NOTE

If only one method is chosen, either email or SMS, the Communication Settings section will be updated accordingly, for example:

• Identification Settings - using this section, you can use the checkbox (5) to display the Enter Identifying Details Screen:
  • If you choose to display the screen, it will be used as a two-factor authentication:
    • The end-user will have to enter his identifying details (email, SMS, or both)
    • The entered details will be compared against the information that was stored in the Model data items through integration 
    • The end-user will receive the OTP only if the entered information matches the stored values

If you choose not to display the screen, the end-user will receive the OTP to the selected methods (email, SMS, or both) immediately once they enter the process.

Figure 13: Identification Settings

• Advanced - using this section, you can allow:
  • End-users to change the country code (6) when the Enter Identifying Details Screen appears
  • Any end-users, with a different role, that open the digital process using Co-Browsing to skip OTP (7)

Figure 14: Advanced

Authenticating Anyone using Email and SMS

(See Figure 15 and Figure 16)

Figure 15: Authentication Window Dropdowns

When you select to authenticate Anyone (1) and to send the OTP via Email and SMS (2) the following sections appear:

• Identification Screen - the Enter Identifying Details screen will always appear when authenticating Anyone, using this section, you can use the checkbox (3) to specify if and where to store (4) the information input by the end-user

Figure 15: Identification Screen

NOTE

If only one method is chosen, either email or SMS, the Identification Screen section will be updated accordingly, for example:

• Advanced - using this section, you can allow:
  • End-users to change the country code (5) when the Enter Identifying Details Screen appears
  • Any end-users, with a different role, that open the digital process using Co-Browsing to skip OTP (6)

Figure 16: Advanced

Editing/Removing Existing Authentication

(See Figure 17 to Figure 19)

It is possible to edit or remove existing authentication. To do so, navigate to the Workflow Manager screen and locate the step that has a required authentication, you can identify it by the lock icon (1).

Figure 17: Lock Icon

To edit the authentication, click the lock (1) or hover above the step until the three dots appear (2). Click the three dots and then click Edit Authentication (3) - the Authentication window will appear.

Figure 18: Edit Authentication

To remove the authentication, hover above the step until the three dots appear (1). Click the three dots and then click Remove Authentication (2).

Figure 19: Remove Authentication

Notes About Security 

• The number of permitted failed attempts for an end-user, involving incorrect details and/or codes, can be adjusted within the range of 3 to 10
• This configurable setting applies independently to each OTP screen, such as the Enter Identifying Details screen and the Enter Code screen, therefore, in scenarios where both screens are present for two-factor identification, the configured number applies separately to each screen
• On the Enter Code screen, if the user opts to resend the code, they will also have the same number of attempts allowed to resend the code, however, once the code has been resent, the attempt count for that specific code will reset
• When authenticating Anyone, if an end-user repeatedly attempts the same process (with different Request IDs), they will eventually be blocked from continuing to prevent them from repeatedly entering details and sending OTP codes indefinitely