Recent updates
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Password Reset Request for Expired Password
Updated onArticleDepending on your administrator's password expiration settings, you could encounter a password reset request upon login. The following lesson will describe the steps needed to gain access by resetting your expired password.
MATTER MANAGEMENT (MM) Standard Salesforce Functionality (MM) User Management
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Expire Passwords for All Users
Updated onArticleAn system administrator can choose expire passwords for all users any time they want to enforce extra security for their organization.
MATTER MANAGEMENT (MM) Standard Salesforce Functionality (MM) User Management
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How to Reset a User's Password
Updated onArticleAn Administrator can manually reset one or more users passwords in the manage users section of the application. Users will then receive an email (at the email address listed on their user record). After receiving the email, users will need to follow the directions in the email to complete the password reset steps.
MATTER MANAGEMENT (MM) Standard Salesforce Functionality (MM) User Management
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Additional Information on Force.com Security
Updated onArticleAdvoLogix security is based on the security features provided by the platform provider Force.com.
MATTER MANAGEMENT (MM) Standard Salesforce Functionality (MM) Security Controls
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Record Owner Change
Updated onArticleThe Record owner is the user who owners the record. By default record owner is the user who created the record. A record owner, or any user above the owner in the role hierarchy, can transfer a single record to another user.
MATTER MANAGEMENT (MM) Standard Salesforce Functionality (MM) Security Controls
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Activating Your Computer
Updated onArticleYou might have to activate your computer to successfully log in whenever your password is changed or reset, or when you log in from a computer you have not used to access AdvoLogix before. Activating your computer allows AdvoLogix and the Force.com Platform to verify your identity and prevent unauthorized access.
MATTER MANAGEMENT (MM) Standard Salesforce Functionality (MM) Security Controls
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Security Tokens
Updated onArticleA security token is an automatically generated key that you must add to the end of your password in order to log in to AdvoLogix and the Force.com platform from an untrusted network.
You are offered a security token if you try to access AdvoLogix and the Force.com platform from an untrusted network. Once you have been issued a security token, you have the option to reset this security token at any time.
Security tokens are required whether you log in via the API or a desktop client such as the Data Loader.
For security reasons, your security token is delivered to the email address associated with your account.
MATTER MANAGEMENT (MM) Standard Salesforce Functionality (MM) Security Controls
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Network Based Security
Updated onArticleUser authentication determines who can log in, while network-based security limits where they can log in from and when. Use network-based security to limit the window of opportunity for an attacker by restricting the origin of user logins. Network-based security can also make it more difficult for an attacker to use stolen credentials.
To enhance network-based security, Force.com includes the ability to restrict the hours during which users can log in and the range of IP addresses from which they can log in. If IP address restrictions are defined for a user's profile and a login originates from an unknown IP address, Force.com does not allow the login. This helps to protect your data from unauthorized access and “phishing” attacks.
You can provide the IP Addresses that are permitted to prevent the “activation authentication” email requirements from PCs that have not logged into Advologix before. To help protect your organization's data from unauthorized access, you can specify a list of IP addresses from which users can always log in without receiving a login challenge.
MATTER MANAGEMENT (MM) Standard Salesforce Functionality (MM) Security Controls
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Password Policies
Updated onArticleFor your organization’s security, an administrator can set various password and login policies.
MATTER MANAGEMENT (MM) Standard Salesforce Functionality (MM) Security Controls
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Add or Edit Organizational Information
Updated onArticleWhen your company signs up for an AdvoLogix Instance, the information provided during sign-up is displayed on the Company Information page.
This lesson will show you how to add to or edit this information regarding your organization.
MATTER MANAGEMENT (MM) Standard Salesforce Functionality (MM) Security Controls