Authentication
Authentication Options for QuoteWerks Web
QuoteWerks Web supports multiple authentication methods that allow you to control how users securely access the system.
You can start with standard login credentials and enable additional authentication methods based on your organization’s requirements.
Configure secure access based on your environment
Overview
Supported Authentication Methods
Know what’s available before you go deeper
QuoteWerks Web supports the following authentication methods:
Each method can be configured based on your organization’s security requirements.
Standard Login
Username and Password
The foundation for all authentication
All users authenticate using a username and password.
Additional authentication methods build on this foundation to provide enhanced verification and access control.
Added Verification
Multi-Factor Authentication (MFA)
Require an additional step during login
Multi-factor authentication (MFA) adds an additional verification step during login.
This helps protect accounts by requiring more than just a username and password to access the system.
MFA can be configured and enforced based on your organization’s requirements.
App-Based Verification
Authenticator Apps
Time-based verification codes on a trusted device
Authenticator apps generate short-lived verification codes directly on a user’s device. These codes are entered during login as part of multi-factor authentication.
QuoteWerks Web supports the following authenticator apps:
- Microsoft Authenticator
- Google Authenticator
This method works independently of SMS and provides a consistent authentication experience.
SMS Verification
Text Message Authentication
One-time codes delivered by SMS
Text message authentication sends a one-time verification code to a user’s mobile device during login.
The user enters this code to complete the authentication process.
This method is commonly used due to its familiarity and ease of setup.
Push Verification
Duo Multi-Factor Authentication
Approve login requests with a push notification
QuoteWerks Web supports multi-factor authentication using Duo Security.
Users receive a push notification on their device and approve the login attempt, removing the need to manually enter a verification code.
Centralized Access
Single Sign-On (SSO)
Use your Microsoft identity platform for login
Single Sign-On (SSO) allows users to access QuoteWerks Web using their existing corporate credentials through Microsoft Azure Active Directory.
This centralizes authentication and allows organizations to manage user access through their identity provider.
Guidance
Choosing the Right Authentication Method
Match authentication to your environment
Most organizations:
Use authenticator apps for a balance of security and usability.
For simple rollout:
Text message authentication provides a familiar and easy-to-deploy option.
For managed IT environments:
Duo provides push-based authentication with minimal user interaction.
For Microsoft-based organizations:
SSO with Microsoft Azure Active Directory enables centralized identity management.
Common Questions
Authentication FAQs
Answers to common questions about authentication in QuoteWerks Web
No. Username and password authentication is always available.
Multi-factor authentication (MFA) can be enabled based on your organization’s requirements. Many organizations choose to enable MFA to add an additional layer of verification, particularly for systems that handle customer or revenue-related data.
Yes. MFA can be configured and enforced based on your organization’s policies.
Most organizations begin with authenticator apps.
They provide a balance of usability and security without requiring additional infrastructure. From there, organizations may adopt other methods such as Duo or Single Sign-On depending on their environment and internal policies.
Each method provides an additional verification step, but the user experience differs:
- Authenticator apps require entering a rotating code generated on a device
- Text message (SMS) delivers a code to a mobile phone
- Duo allows users to approve login requests through a push notification
Organizations typically choose based on ease of use, deployment requirements, and user preference.
No. Setup typically involves scanning a QR code and entering a verification code during the initial configuration.
Most users can complete the process in a few minutes, and once configured, the authentication process becomes part of their normal login routine.
If a user loses access to their device, an administrator can reset their authentication method.
This allows the user to reconfigure authentication on a new device and regain access to the system. Organizations typically define internal processes to handle these scenarios.
Yes. QuoteWerks Web supports:
- Microsoft Authenticator
- Google Authenticator
These apps generate time-based verification codes used during login.
No. Single Sign-On (SSO) is optional.
It is typically used by organizations that want centralized authentication and user management through their existing identity provider.
SSO allows users to log in using their existing corporate credentials through Microsoft Azure Active Directory.
Authentication is handled by the identity provider, while QuoteWerks manages application access based on that authentication.
Yes. Authentication methods can be updated as your organization’s requirements evolve.
Many organizations start with simpler authentication methods and adopt additional controls over time as policies or environments change.
No. Authentication methods affect how users log in, but not how they use the application once authenticated.
This allows organizations to enhance security without changing day-to-day workflows.