Multi-Factor Authentication - Beta Request

Multi-factor authentication, or MFA, is an added layer of security to a user’s login process in addition to their username and password. PlanSource offers four methods of MFA: SMS (text message), YubiKey (hard token), Authenticator App (smartphone app), and Backup Codes. You can learn more about them below.

Beta Restrictions

Is Single-Sign On (SSO) enabled?*

Note that users that utilize SSO to access PlanSource are ineligible. This is due to the user authenticating through a third party.

Yes

Is Custom Login Page enabled?*

Note that users logging into PlanSource through a custom login page are ineligible. Support for custom login pages does not currently exist.

Yes

Broker/Employer Information

Please complete this section so our Product team can identify if the broker/employer will be a good fit for this Beta experience.

Broker/Employer Name*

Are you a Broker or Employer?*

Broker

Employer

Number of Employees*

This will help give us an idea of how many users will be potentially using MFA.

Open Enrollment Begin Date

While MFA is not directly tied to Open Enrollment, implementing this right before this period is not advised during the Beta period.

MFA Users Types & Methods

This section identifies which user types and multi-factor authentication methods the broker/employer will be utilizing. You can offer multiple methods of authentication so check all that apply.

User Types*

Admins Only

Employees Only

Admins & Employees

SMS (Text Message)

Will you be offering SMS or text messaging as an authentication method to your users? Note that message and data rates may apply.

YubiKey (Hard Token)

Will you be offering YubiKey tokens as an authentication method to your users? Note this will require purchasing these hard tokens. For more information, you can visit www.yubico.com.

Authenticator App (Smartphone App)

Will you be offering Google Authenticator as an authentication method to your users? Note that users will be required to download this app to their smart phone and have access to it to complete their login.

Contact Information

Please complete this section so our Product team knows who to contact to discuss this Beta request if there are additional questions.

Broker/Employer Contact Name

Broker/Employer Contact Email

PlanSource Contact Name

PlanSource Contact Email

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