- Welcome to the Knowledge Base
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Marketing
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Workbooks Web Insights
- Tracking Code
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- Reporting on Web Insights data
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- Why aren’t Online Activities being created in the database?
- Why is GatorLeads recording online activities in a foreign language?
- Using HubSpot with Workbooks
- Event Management
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- GatorMail Integration
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Integrations
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Zapier
- Introduction to Zapier
- Available Triggers and Actions
- Linking your Workbooks Account to Zapier
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Setting up Zaps
- Posted Invoices to Xero Invoices
- Xero payments to Workbooks Tasks
- New Case to Google Drive folder
- New Case to Basecamp Project
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- Jira Issue to new Case
- 123FormBuilder Form Entry to Case
- Eventbrite Attendee to Sales Lead and Task
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- QuickBooks Online
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Email Integrations
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Event & Webinar Integration Tools
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Configuration
- Introduction to System Administration
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Releases & Roadmap
- Roadmap
- December 2020 Release
- September 2020 Release
- April 2020 Release
- January 2020 Release
- September 2019 Release
- February 2019 - Event Management Release
- January 2019 Release
- October 2018 Release
- May 2018 Release
- February 2018 Release
- January 2018 Release
- November 2017 Release
- September 2017 Release
- June 2017 Release
- March 2017 Release
- December 2016 Release
- August 2016 Release
- January 2016 Release
- Workbooks Glossary
Google Authentication
Please Note: Google Authentication requires the Advanced Security Extension as a prerequisite
Like Login Protection, Google Authentication is a great way to add another layer of security to your user’s logins, and hence keep you and your customer’s data as safe as possible. This is a setting that can be activated per user via their User Record, by default it is switched off.
This setting can be accessed from Start > Configuration > Users & Security > Users.
Workbooks Two-factor authentication uses Google Apps two-step verification process. To set this up you need to:
- Sign up for Google Apps and configure it to use the two-step verification process.
- Add Workbooks to your Google Apps domain (it's in the Google Apps marketplace).
- Login to Workbooks using Google Apps.
By using Google Apps with Workbooks you also gain the benefit from additional features such as being able to create Google Docs from within Workbooks and share their contents with your customers.
Configuring the two-step verification process begins at the Dashboard in Google Apps - choose Advanced Tools and select Two-step verification (click to enlarge):
Now each user can turn on the feature in their Google profile:
When will Google Authentication prompt for a security check?
Google Authentication will be triggered when someone attempts to login to Workbooks using a device that has not been listed as Trusted in your Google Apps account. When this happens, the user will be sent a one time passcode to their mobile via SMS, or through an application installed on their Android, Blackberry or iPhone device. Until this one time password is entered into Workbooks they will be unable to login. If it is the first time a user has logged in to Workbooks before then Two-factor authentication will not be triggered.
This means that even if someone has obtained one of your users Workbooks password and attempted to login from their device or IP address that they are using, they will still not be able to access the Workbooks account, because the User is actually logging in through their Google Account. As such, once this setting is active a user can only log into Workbooks using the Google button
Note: You can actually combine Two-factor authentication with Login Protection for even greater security if desired, making it such that a User will have to Authenticate via email and Google Apps.