Managing Recipient Access and Verification
Authentication methods are added before obtaining credentials to ensure that only authorized individuals can access sensitive information. This process enhances security by verifying the identity of the recipient, thereby protecting their credentials from unauthorized access.
This step is optional. Depends on whether Social media is Enabled/ disabled.
Here's how you can manage your Authentication preferences:
Enabling/Disabling Authentication Methods
You can manage these authentication options by following these steps:
A. When Social Media is enabled:
- Navigate to a Certificate or a Badge:
Go to the tab "Recipient Experience" and navigate to the second step, "Recipient Access Page". - By default, the check boxes are unticked. Just toggle the required methods ON or OFF based on your preference.
Recipient Experience Preview when social media is enabled
1. No authentication method is selected
When none of the options are selected, recipients will automatically view their credentials and be able to share/download them when opening the access link sent via email.
2. All/ one authentication method is selected
When any one or all the options are selected, recipients will have to use any one of those authentication methods to view their credentials and be able to share/download them after opening the access link sent via email.
B. When Social Media is disabled:
- Navigate to a Certificate or a Badge:
Go to the tab "Recipient Experience" and navigate to the second step, "Recipient Access Page". - By default, the check box is ticked. Just toggle the required methods ON or OFF based on your preference.
Recipient Experience Preview when social media is disabled
1. When email authentication is selected
Then recipients will have to use the email authentication method to view their credentials and be able to share/download them after opening the access link sent via email.
2. When the email authentication method is not selected
Recipients will automatically view their credentials and be able to share/download them when opening the access link sent via email.
