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How do I set up login methods in Vtiger?

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Vtiger CRM provides the following login methods:

  • Password - Users must enter their Vtiger email address and password to log in.
  • Single Sign-on (SSO) - Users can log in via their Google, LinkedIn, Office 365, Facebook, or Twitter credentials.
  • Two-factor authentication - Users must go through two identification checks to log in:
  1. Enter the username and password 
  2. Enter the code sent to their email address/phone number
  • Security Assertion Markup Language (SAML) - Users can use the credentials of a SAML-based IDP to log in. To learn more about SAML-based login, click here.

Follow these steps to choose one or more login methods: 

  1. Log in to your CRM account.
  2. Click the User Menu on the top right corner of the CRM screen.
  3. Click Settings.
  4. Look for the User Management section.
  5. Select Authentication.
  6. Click the Edit icon on the top right corner of the page.
  7. Go to the Login Method section.
  8. Enable the checkbox for whichever login method you want to use.
    • SAML-based login requires you to fill in some details. To learn how to set it up, click here.
  9. Click Save
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