Setting up OneLogin SSO on your HappyFox Chat account
OneLogin is an identity and access management provider that enables frictionless login for enterprise apps. Using OneLogin, your agents can log in securely without using a password. Setting up SSO for OneLogin: 1. Fetching Meta Data from OneLogin a. Log in to your OneLogin account. b. On the menu bar, go to Apps-…
Password Policy Management
Password policy lets you define the standards for agents password used in the agent portal. Plan : Enterprise & above To enable and configure the password policy, * Navigate to Main Menu > Manage >> Security Note : Only agents with “Manage Security” permission can view this option. * Navigate to “ Passwor…
Collect consent from your end users
This setting lets you receive consent from your end users for processing their data, thereby complying with GDPR. Enabling the consent * Navigate to “Manage >> General >> Support Center Settings” to view the “GDPR Preferences” at the end as shown below. Note : Any staff who has “Access Support Center Settings” p…
Session Security(Auto logout)
Session security lets the account admin to auto log out an agent in case of inactivity for a specified amount of time. Agents are considered inactive when: * HappyFox was not open on the browser. * HappyFox was open in the browser but was not the active tab for specified time interval. * HappyFox was the active …
Minimum Password Requirements
A robust password policy is crucial for the security of any organization. HappyFox has updated the minimum password requirements for its users i.e., both staff(agent) and contacts. All HappyFox passwords should now contain * Minimum of 8 characters * At least one lowercase letter [a-z] * At least one uppercase …
Restrict access to HappyFox based on agent IP
HappyFox allows you to whitelist the IP addresses from which agents can access their accounts. This feature is available on Enterprise and above pricing plans. Note : Only Account Admins can manage the “IP restrictions” settings. Agents with “Manage security” will have access to read only view. Create IP res…
Back up or export of my helpdesk data
Currently through Tabular view report export, you can export all the ticket information including the client's initial message and subject of the email. However, please note that you will not be able to export the staff/client replies that are updated after the initial message and private notes of a ticket. In…
Two Factor Authentication
This feature allows HappyFox agents to configure two factor authentication using an authenticator app (Google Authenticator) for added security. Note: Two factor authentication is available only to users who use traditional email/password combination for logging in. Customers dependant on SSO for logging in to Happ…
Account Lockout on multiple invalid login attempts
As part of our initiative to make HappyFox more secure, we have introduced new features that aim at preventing unauthorized access to the application. The following features are now available for all HappyFox users (contact & agent) * Account lockout due to multiple invalid login attempts * Captcha verification d…
