Security Options: Password Restrictions

Use this screen to select password restrictions and configurations for your users.

  1. Select Admin > Firm Configuration, and select the Password Restrictions tab.
  2. Minimum Password Length: Specify the minimum number of characters required in all new passwords. Passwords must contain at least eight (8) characters and no more than twenty (20) characters.
  3. Password Strength: Specify the strength of the passwords. The IRS requires that each password contain all four (4) of the following sets of characters:
    • English uppercase characters (A - Z)
    • English lowercase characters (a - z)
    • Base 10 digits (0-9)
    • Nonalphanumeric characters, such as @, #, $, and so forth).
  4. Maximum Password Age: Select the maximum password age. This is the number of days that a user may use a password before it expires. The range is from one (1) day to 90 days. A user will be required to change the password during the next login after password expiration, but a user can also elect to change a password at any time before it expires.

  5. Minimum Password Age: Select the minimum password age. This is the number of days that a user must use a selected password before it expires. This can range from zero (0) days to 90 days. Selecting a value greater than 0 prevents users from bypassing the Password History restrictions.
  6. Password Expiration Warning: Select the number of days prior to password expiration that a user will see a message warning that the login for that password will soon expire. This can range from zero (0) days to thirty (30) days.
  7. Password History: Select the number of former passwords (1-24) that the application will store. A user cannot reuse any password stored in the Password History.
  8. New Password Expiration: Select the option, if desired, for New Password Expiration, and specify the number of hours (1-168) that a New Password remains valid. New Passwords are single-use passwords set by the administrator as part of a password reset request or new account creation. Enabling this feature ensures that new and reset accounts have a user-selected password assigned within the specified interval.

  9. When you have selected your options, select Update to change the system defaults, or select Restore Defaults to revert to the system defaults.

 

 

 

RS Resources/exp_security_2.htm/TY2021

Last Modified: 03/19/2020

Last System Build: 09/25/2022

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