Authentication Types In Express Application

Type	Who triggers the Code	Role	When to Use	How to Get This
Access Code	Signer	USER Role	This is the code being asked when a signer opens their document to sign Two Factor Authentication/2FA for Signer in their Document Signing Session.	The prompt message below will appear when a signer opens their document to sign. Options: Text Me, Call Me, or I have code (can be requested from the publisher of the document). Optional Settings: 1.) GENERATE_ACCESS_CODE This setting is to enable the overall ACCESS CODE feature. 2.) 2FA_GENERATE_CODE This setting is to Display the Access Code (with GENERATE) option in the RESEND Transaction section. see the screenshot below. 3.) RESEND_LAUNCH_CODE_EXPIRATION Description: Define the expiry time of resend launch/2FA_GENERATE_CODE codes (in minutes). *default expiry length of 1 hour without this setup. For more Info, see the article below: https://advisor360support.zendesk.com/hc/en-us/articles/11577991177239-Access-Code-Frequent-Issues-Questions
Launch Code	Publisher/Advisor or An Admin can provide the Launch Link + Launch Code to the Signer	USER Role	A.) If signer cannot receive an email, a launch link can be provided by the Advisor/Publisher, together with the Launch Code. B.) Alternative for "Open as Signer".	From the Workspace, click the check-box beside the AEX ID/CASE ID and press RESEND. For more Info, see the articles below: - https://advisor360support.zendesk.com/hc/en-us/articles/11577401845015--Publisher-Admin-How-to-Launch-code - https://advisor360support.zendesk.com/hc/en-us/articles/12761409386519-FYI-Open-as-Signer-VS-RESEND-Launch-Link-Launch-Code-
Verification Code	Company Admin or Publisher triggers the code from the Workspace login page	Publisher Role & Company Admin Role	Optional: The "Verification Code " is a two-factor authentication (2FA)  for Publishers and Company Administrators when logging into Advisor360 Express.	Upon logging into the Express Workspace with a valid username and password, a user is presented with a two-factor authentication screen offering three options. A.) Get Verification Code Via Email B.) Get Verification Code Via Phone C.) Submit Existing Code *Please note that 2FA is NOT turned on by default. This is a per company configuration for additional security. Required Company Setting:  - TWO_STEP_VERIFICATION Description: Generates a random access code. For more Info, see article: https://advisor360support.zendesk.com/hc/en-us/articles/11577872203415-How-to-Enable-two-factor-authentication