Access Code

Access codes are a crucial security feature designed to enhance protection and facilitate secure information sharing. An access code acts as a second layer of authentication, in addition to a password, making unauthorised access significantly more challenging. This two-step verification process is used by a lot of software platforms like HMRC gateways, accounting softwares, etc to ensure that sensitive and confidential information is shared securely. You can generate access codes within Acting Office on a single click for all such platforms requesting access code as a security layer, helping to avoid use of different authenticator apps and devices.

Management of access codes within Acting Office

1. Creation of a new access code

Click on 'View Access Code for the Client' i.e, icon. Generate a new access code by clicking on the 'Add' icon. Enter the name, and the secret key in the 'Secret Key' field, which will be generated by the application.

Access code icon

2. Save the access code

Click ‘Save’ to proceed. The newly generated access code will be displayed, along with details such as the issuer, and the date and time when the access code was created.

Saving the access code

3. View existing access codes

A list of all previously generated access codes will be displayed for your reference.

List of existing access codes.

4. Generate authentication code

The 'Get Code' option generates an authentication code. For enhanced security, this code changes every 30 seconds. Use the green bar as an indicator of when the code will expire. You can copy the code with a single click.

Generating code

Reference of secret key generated by HMRC

5. Edit access code

The edit icon allows you to modify the name of the access code. The access code log provides a detailed description of all created access codes, along with the names of the users who edited them.

Editing the access code

6. Search and filter the access code

The search icon allows you to locate specific access codes from an extensive list quickly. Additionally, the filter option enables you to categorise access codes based on their status, such as 'Active' or 'Deleted', promoting efficient time management.

Search and filter icon

By following these steps, you can effectively manage access codes within Acting Office, ensuring a high level of security and efficient client management. Hope this is helpful.

19MB

Access Code

Open