Activating Your Bank Connect User
During company activation, each user will receive an email invitation to Activate Your Bank Connect User. This email originates from Bank Connect's identity provider, Okta.
Authentication Methods
During the activation process you'll need to set up an authentication method. Bank Connect support a variety of passwordless authentication methods, your bank may only support some of these.
- OTP delivered to authenticator app (registered via Okta during activation)
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Push to verify using the Okta Verify mobile app(iOS and Android versions available)
"OTP" = one-time passcode. A six digit number sometimes referred to colloquially as a multi-factor authentication code.
Step-Up Authentication
Step-up authentication is a process where a user's identity is verified when additional security is required. In Bank Connect, this happens for "sensitive actions": payment initiations, payment approvals and updates to company settings by the admin.
During step-up authentication you will be prompt to authenticate (using the method you set up during activation, see above). For example, as a payment approver you review payments, then select "Approve" or "Reject" for each payment. You click "Submit."
At this point, you will be verified via step-up authentication: