Passphrase Authentication for Client Interviews Overview

You use passphrase authentication to add a layer of security to your client interviews to prevent unauthorized access. When your client clicks the client interview link, they are prompted to add a secret passphrase before they can access the interview.

Overview

It is often the case that client interviews are used to gather confidential information. Access to the client interview should therefore be restricted to the intended recipient only. Adding an extra layer of security using passphrase authentication requires the client to enter specific information before Advance grants access to the interview.

Prerequisites

Passphrase authentication is an additional feature of Advance and must be activated in your tenancy.

  • Passphrase authentication for client interviews must be enabled by administrators.

Common Tasks

Among others, the passphrase authentication feature enables you to perform the following common tasks:

Workflow

When you create a client interview, you can choose to add additional layers of authentication for security. If you choose to add a passphrase, you need to inform the client of the passphrase before sending the client interview, for example in a telephone call or at a meeting. The client then enters the passphrase when accessing the link to the client interview. If you do not provide a passphrase the client will be able to access the interview without entering a passphrase.

Passphrase requirements

The passphrase is a specific word, phrase or code you provide. This could be something known to the client, such as a mother's maiden name, or a sequence generated at random.

Passphrases must be no longer than 64 characters and are not case sensitive. You can include numerals, standard symbols and whitespace characters.

The passphrase must not be passed in an email to prevent someone with access to the client's email from accessing both the client interview link and the passphrase.

Common Reference Topics

Among others, the following reference topics may relate to this conceptual area: