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2FA method – OTP over SMS

How to test OTP over SMS

Step 1: Configure SMS gateway and enable the 2FA method

  • Navigate to the Basic Configurations tab and locate the settings icon of OTP Over SMS method to configure the SMS gateway.
  • Choose one of the below options:
  • miniOrange gateway - To configure the miniOrange gateway refer to the section - Configure miniOrange SMS Gateway.
  • Custom gateway - Use this option if you already use an SMS gateway in your organization. To configure the Custom gateway refer to the section - Configure Custom SMS Gateway.
  • Once configured the SMS gateway, enable OTP Over SMS as the primary or backup 2FA method.

Step 2: Enable 2FA for a user

  • Navigate to the 2FA for Users section in the User management tab.
  • Search for the username and click on the Enable 2FA link given in the Action column.
    • Enable 2FA for a User

Step 3: Enable 2FA

  • Enable 2FA for your instance i.e. for Jira/Confluence/Bitbucket/Bamboo/Crowd (Step 3 of Basic Configurations tab) .

Step 4: 2FA configuration

  • Open an incognito window and log in with your user credentials for whom 2FA is enabled.
  • The user will see the Setup Two Factor screen as below. Click on Let’s configure 2nd Factor.
    • Setup 2FA
  • Now users will see Configure OTP over SMS screen. Enter Country code and Mobile number then click on Send OTP.
    • Configure OTP Over SMS
  • Enter the OTP received on your mobile phone in the Enter OTP field and click on validate.
    • Configure OTP Over SMS Enter OTP
  • On validating the OTP correctly, you will get redirected to the dashboard. With this you have successfully configured the 2FA.

Step 5: 2FA verification

  • Now, whenever the user tries to log in again, an OTP will automatically be sent on your mobile number registered previously.
  • Validate the sent OTP to login.
    • Validate OTP

Configure miniOrange SMS Gateway

Configure Custom SMS Gateway

    Based on the SMS gateway your organisation uses, configure the following pre-requisites to have OTP on SMS functional using your own custom SMS gateway

  • Gateway API URL and type of request : Enter the URL used to make a request to your gateway and select its request type as GET/POST
  • Authorization : Based on what type of authorization your gateway uses, select the authorization type as Basic Auth/Bearer Token/API Key Authorization and enter the necessary credentials to authenticate the requests made to the gateway
  • Header : If the gateway requires some additional information to process the sent request, you may pass it in the header of the request. The header consists of key-value pairs. You may even pass ##phone## for adding the recipient's phone no. and ##message## for the message you want to send in the headers.
  • Body : The body section defines the content to be passed in the body of the request made to the gateway. As per your gateway settings, you can use ##phone## for adding the recipient's phone no. and ##message## for the message you want to send. Based on the content, select the type as JSON/TEXT/XML appropriately.
  • SMS Template : The content of the SMS Template is the one sent on the end-user's phone. You may modify this message as per your needs. Make sure to add $$username$$ and $$otp$$ where you wish to place the username & generated OTP respectively in this template.