Knowledgebase articles
- Welcome to the Knowledge Base
- Introduction
- Training
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- Introduction to Marketing
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- Spotler Integration
- What is Spotler?
- Navigating your Spotler homepage
- GatorMail
- GatorLeads / Web Insights
- Tracking Code
- Setting up the Plugin
- Viewing Web Insights Data on your Form Layouts
- Domain Names and Online Activities
- Reporting incorrect Leads created through Web Insights
- Reporting on Web Insights data
- Using UTM Values
- Why aren’t Online Activities being created in the database?
- Why is GatorLeads recording online activities in a foreign language?
- GatorSurvey
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- Zapier
- Introduction to Zapier
- Available Triggers and Actions
- Linking your Workbooks Account to Zapier
- Setting up Zaps
- Posted Invoices to Xero Invoices
- Xero payments to Workbooks Tasks
- New Case to Google Drive folder
- New Case to Basecamp Project
- New Workbooks Case to JIRA Ticket
- Jira Issue to new Case
- 123FormBuilder Form Entry to Case
- Eventbrite Attendee to Sales Lead and Task
- Facebook Ad Leads to Sales Leads
- Wufoo Form Entry to Sales Lead
- Posted Credit Note to Task
- QuickBooks Online
- Survey Monkey responses to Tasks
- Multistep Zaps
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- Workbooks Outlook Connector
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- GoToWebinar
- ON24
- Microsoft Office
- Outreach
- Installation
- Outreach Authentication
- Sync People to Outreach Prospects
- Sync Organisations to Outreach Accounts
- Sync Workbooks Opportunities to Outreach
- Sync Tasks/Activities from Workbooks to Outreach
- Sync Outreach Sequences to Workbooks
- Sync Outreach Sequence States to Workbooks
- Sync Outreach Sequence Step Numbers to Workbooks
- Sync Prospects/Accounts/Opportunities from Outreach to Workbooks
- Sync Outreach Tasks/Calls/Meetings to Workbooks
- Scribe/Workbooks Connector
- RingCentral
- Auditing
- Comments
- People & Organisations
- Reporting
- Introduction to Reporting
- Using Reports
- Introduction to Charts
- Exporting Reports
- Advanced Reporting
- Report Snapshots
- Dashboards
- Transaction Documents
- Introduction to Transaction Documents
- Displaying & Adding Transaction Documents
- Copying Transaction Documents
- Transaction Documents Fields Help
- Transaction Documents Line Items Help
- Printing & Sending Transaction Documents
- Managing Transaction Document Currencies
- Managing Transaction Document Statuses
- Setting a Blank Default Currency on Transaction Documents
- Credit Notes
- Customer Orders
- Invoices
- Quotations
- Supplier Orders
- Contract Management
- Sagelink
- Introduction to Transaction Documents
- Configuration
- Introduction to System Administration
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- Database
- Accounting
- Email & Integration
- Customisation
- Creating & Modifying Picklists
- Theme
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- Linked Fields & Reference Fields
- Record Templates
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- Customising relationships between parties
- Opportunity Stages
- Custom Records
- Sign In Customisation
- Automation
- Contact Support
- Releases & Roadmap
Login Protection
Data security is of the utmost importance to any CRM system. As such, by default a setting known as “Login Protection” is applied to your Workbooks Account.
Login Protection works to add another layer of security to your Workbooks Account by detecting the IP address a user is logging in from, and the cookie that is stored in their web browser.
Login Protection can be switched off/on for all of your users from Start > Configuration > Account Settings > Authentication and clicking into the option Additional login security.
Login Protection can also be controlled on a User by User basis by going to Start > Configuration > Users & Security > Users and opening a User Record.
How does it work?
The Login Protection mechanism looks at two factors:
- Login attempts made from an IP address that has not recently been logged in from by the user (this correlates to a login attempt being made from a new location).
- Login attempts made from a device that has not previously been used to login to that user’s Workbooks Account (this works by looking for a cookie stored on the devices web browser, a new device will not have this cookie on its browser).
If both of the above criteria are met, then the User will be sent an email to verify the login attempt.
Only once the “Confirm Login” button within the email has been clicked will the user be able to login.
Due to the fact that part of Login Protection works by detecting the cookie stored on the web browser of the user’s device, users attempting to access Workbooks using private browser setting such as “incognito” (which stops the cookie mechanism working) will be prompted to confirm their login via email every time they log in from a new IP address.
Note: Login Protection is not to be confused with “Two-factor authentication”. They both work to achieve the same goal of making your account more secure, but have separate mechanisms of doing so. For more information on Two-factor authentication, please see our Knowledge Base page.