Two-Factor Authentication for Exporting Reports

Two-factor authentication (2FA) helps protect your store's information security. When exporting reports, administrators must verify their identity via the configured method. A valid verification code must be entered within the time limit to successfully download the report.

In this article, you'll find:

• Enable Two-factor authentication for exporting reports 
• Mask personally identifiable information in the reports

1. Enable Two-factor authentication for exporting reports (only accessible to store owner)

When 2FA for exporting reports is enabled, all staff members must use 2FA when exporting reports. Once the 2FA is enabled, the system will gray out the settings, and you will not be able to disable it.

Step 1  

In SHOPLINE Admin, go to [Settings] > [Permission & Security] and click on the Security Setting tab.

*Note: Only the Store Owner can view, operate, and configure these settings.

Step 2

Switch on the "Enable two-factor authentication for exporting reports" toggle and click Update.

*Note: Once the 2FA is enabled, the system will gray out the settings, and you will not be able to disable it.

Step 3

Upon successfully enabling the feature, you will be asked to enter a 6-digit verification code before downloading the report.

To learn more about 2FA, please refer to Authenticator verification.

Step 4

Once you've entered the code, you will be redirected to the download page (see below).

*Note: If your browser doesn't allow pop-ups, please turn off the pop-up blocker and reload the page to download the report.  

Google Chrome

1. Click on the "pop-up blocker" icon at the top right as indicated.
   
    
2. Check the Always allow pop-ups and redirects from https://admin.shoplineapp.com box and then click Done to proceed.
   
    
3. Refresh the page and click the "download" icon to download the report. 
   

Mac Safari

1. Click on the "pop-up window" icon at the top right as indicated. 
   
    
2. Click Allow to proceed with downloading the report.
   
    
3. Click the "download" icon at the upper right to download the report. 
   

2. Mask personally identifiable information in the reports

Step 1 

Go to [Settings] > [Permission & Security]. Select a staff member you wish to configure and click the Edit button. Then, switch on the Mask personal information in reports toggle.

*Note: Only members who are granted access to "add/ remove staff and edit permissions" are allowed to switch on and off this toggle.

Below is an example of a report where certain PII is masked by asterisks.

Read more

• SHOPLINE Admin Data Security Features
• Two-Factor Authentication Settings of Admin Panel or Staff Members