Setting up security questions

Security questions are generally used for enhancing login security and providing an additional filter level for invoicing purposes.

Before you start

1.	You must have administrator privileges for the accounts which need security questions.

2.	Identify the consol code(s) and account(s) which will be associated with each set of security questions.

3.	Define the security questions, the type of answer, the data required for the answers and the sequence in which the questions will be put to the user.

Actions

1.	Select ADMIN > Security Question Management > Add New Security Questions.

2.	Select the required consol code from the Consol Code dropdown list.

3.	Go to the the Account Details panel and highlight one account from the Account Name list.

Security questions can only be set up for one account at a time.

4.	Go to the Questions Details panel. The account selected above is displayed in the read-only field, Selected Account.

5.	Type a question in the Question field.

The "question" should be clear and simple - do not type the question mark, as this is added automatically.

It should either allow the logged-in user to type free text, such as: "Type your manager's name", or require specific pre-defined data such as "Type the extension number for the SameDay help line".

6.	You can set up the Answer field in two different ways:

a)	Leave it blank - users can type in any free text. If they leave the field blank it will be counted as a wrong answer.

b)	Create an answer - users have to type an answer that exactly matches this value or it will be counted as a wrong answer. Validation is not case-sensitive.

7.	If you already know the sequence of questions, you can pick the right number from the Question Sequence dropdown list.

8.	Click Save.

Questions for the account are displayed in the Existing Questions panel.

9.	Repeat steps 4 to 8 as required.

Recommendation: from the booker's point of view, answering more than two security questions can be frustrating and a handicap to making bookings quickly. Set only one or two questions per account.

10.	When you have created at least two security questions, you can adjust the question sequence number by using the arrows in the Existing Questions panel Change Sequence Order Number dropdown list if necessary.

11.	When you have finished, click one of the following:

Save (save and stay on the same page) / Save & Close (save and leave the page) / Close (cancel the changes).