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 be prompted to set up an authentication method. Bank Connect supports a range of passwordless authentication options; however, the available methods may vary depending on your bank’s specific configuration.
- 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 prompted to authenticate (using the method you set up during activation, see above).