Setting Up Two-Factor Authentication (2FA)
When using Payment Automation, use two-factor authentication (2FA) with the device trusted duration set to Per session. The following default roles that are provided with Payment Automation have 2FA enabled Per session by default:
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AP Payment Clerk
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AP Payment Manager
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Vendor Master Clerk
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Vendor Master Approver
If you do not have 2FA enabled with the device trusted duration set to Per session on your NetSuite role, access to the following features and pages is restricted:
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Auto-funding setup
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Money transfer
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Vendor record
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Bill payments
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Creating and editing a vendor bank account
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Generating payment tokens
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Bulk Bill Payments page
If you are using a custom role, you must enable 2FA for that role, and set the device trusted duration to Per session. For instructions, see Set up Your Preferences for Two-Factor Authentication (2FA).
You should always log into NetSuite with 2FA when you use Payment Automation.
Related Topics
- Setting Up Payment Automation
- Installing the Payment Automation SuiteApp
- Applying for an HSBC Online Account
- Generating Payment Tokens
- Auto-Funding
- Vendors
- Setting Up Approval Routing
- Setting Up Roles and Permissions
- Setting up a Custom Role to Make Money Transfers
- Setting Default Department, Class, and Location Values
- Frequently Asked Questions about Payment Automation