Multichannel Two Factor Authentication module for Perfex CRM

Maybe the Enable Multi Factor Authentication function has not been enabled in the Settings yet

- Step 1: Go to the Settings menu -> Select the General settings screen -> Then turn on the Enable Multi Factor Authentication  function (Image 1) -> Save . Enable Multi Factor Authentication if enabled, you will be able to use all 3 factors of authentication available in the system such as: authentication through Google Authenticator, authentication through Whatsapp and authentication via SMS.


- Step 2: Continue to switch to the Google Authenticator screen -> enable the Enable Google Authenticator function and enable Enable Google Authenticator by role (Image 2)


- Step 3: Continue to switch to the Whatsapp screen -> Enable Whatsapp (Image 3)


- Step 4: The SMS screen is similar (image 4)


It is currently not possible to force all employees to use MFA. It only supports when the Admin allows the use of any type, then the employee enters the system to set up an account according to the corresponding type

Please check according to the document

- Whatsapp. Similar to Google Authenticator, Users can enable authentication via Whatsapp if you check to this checkbox.
- Please enter the full information below when you activate Whatsapp. If the information is missing, the security code will not be sent to the user when they enable authentication via whatsapp.
- Click 
here to view how to connect your Twilio number to your WhatsApp business profile.
- You need to create a Whatsapp message template similar to the one you configured in the "Whatsapp message template" field. Click 
here to see how to create it.

- SMS. Similar to Google Authenticator & Whatsapp Users can enable authentication via SMS if you check to this checkbox.


- You can configure SMS sending via Twilio, Clickatell, MSG91.
- Note: Only 1 active SMS gateway is allowed.





Maybe the Enable Multi Factor Authentication function has not been enabled in the Settings yet

- Step 1: Go to the Settings menu -> Select the General settings screen -> Then turn on the Enable Multi Factor Authentication  function (Image 1) -> Save . Enable Multi Factor Authentication if enabled, you will be able to use all 3 factors of authentication available in the system such as: authentication through Google Authenticator, authentication through Whatsapp and authentication via SMS.

- Step 2: Continue to switch to the Google Authenticator screen -> enable the Enable Google Authenticator function and enable Enable Google Authenticator by role (Image 2)

- Step 3: Continue to switch to the Whatsapp screen -> Enable Whatsapp (Image 3)

- Step 4: The SMS screen is similar 


It is currently not possible to force all employees to use MFA. It only supports when the Admin allows the use of any type, then the employee enters the system to set up an account according to that type

- Step 1: Please check the Enable SMS function, then select Test SMS Config to test the connection (Image 1) -> Save. If successful, go to step 2


- Step 2: Select the General settings screen, check the Enable Multi Factor Authentication function to allow the use of SMS login authentication -> Save (Image 2)


- Step 3: When the admin allows the use of SMS authentication, the employee must log in to the system and Go to the MFA Management screen -> enable SMS usage -> Enter your phone number. Note that the correct country code must be entered. For example, the area code of Vietnam is +84 (Image 3)


Each employee who wants to use authentication via SMS or other methods must manually enter his/her MFA Management screen to enable these methods.