Two-Factor Authentication for Exporting Reports

Two-factor authentication (2FA) helps ensure information security for both your store and your customers. Once this security system is successfully enabled, you and the rest of the store administrators will be required to enter a valid verification code sent to you via email to export any reports from the SHOPLINE Admin. 

This article will cover the following:

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

 

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

2FA for exporting reports can only enabled or disabled using the store owner's account. When 2FA for exporting reports is enabled, all staff members have to undergo 2FA when exporting reports.

Step 1  

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

*Note: This is only available to the store owner.

 

Step 2

Switch on the Enable two-factor authentication for exporting reports toggle (it should show "YES"). Next, click on the Update button below.

 

Step 3

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

To learn more about 2FA, please refer to the following articles:

• [Coming Soon] Google Authenticator verification
• Email 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.  

 

A. 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. 
   

 

B. 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

You can mask customers’ personally identifiable information (PII) such as mobile numbers, email addresses, and so forth in the exported reports for some of the staff if needs be.

 

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