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Update documentation for MFA, including administrator guidance

Summary: Depends on D20032. Ref T13222.

Test Plan: Read documentation.

Reviewers: amckinley

Reviewed By: amckinley

Maniphest Tasks: T13222

Differential Revision: https://secure.phabricator.com/D20033
This commit is contained in:
epriestley 2019-01-25 08:04:06 -08:00
parent 50abc87363
commit 2dd8a0fc69

View file

@ -9,40 +9,39 @@ Overview
Multi-factor authentication allows you to add additional credentials to your
account to make it more secure.
This sounds complicated, but in most cases it just means that Phabricator will
make sure you have your mobile phone (by sending you a text message or having
you enter a code from a mobile application) before allowing you to log in or
take certain "high security" actions (like changing your password).
Once multi-factor authentication is configured on your account, you'll usually
use your mobile phone to provide an authorization code or an extra confirmation
when you try to log in to a new session or take certain actions (like changing
your password).
Requiring you to prove you're really you by asking for something you know (your
password) //and// something you have (your mobile phone) makes it much harder
for attackers to access your account. The phone is an additional "factor" which
protects your account from attacks.
Requiring re-authentication before performing high security actions further
limits the damage an attacker can do even if they manage to compromise a
login session.
How Multi-Factor Authentication Works
=====================================
If you've configured multi-factor authentication and try to log in to your
account or take certain high security actions (like changing your password),
account or take certain sensitive actions (like changing your password),
you'll be stopped and asked to enter additional credentials.
Usually, this means you'll receive an SMS with a security code on your phone, or
you'll open an app on your phone which will show you a security code.
In both cases, you'll enter the security code into Phabricator.
Usually, this means you'll receive an SMS with a authorization code on your
phone, or you'll open an app on your phone which will show you a authorization
code or ask you to confirm the action. If you're given a authorization code,
you'll enter it into Phabricator.
If you're logging in, Phabricator will log you in after you enter the code.
If you're taking a high security action, Phabricator will put your account in
"high security" mode for a few minutes. In this mode, you can take high security
actions like changing passwords or SSH keys freely without entering any more
credentials. You can explicitly leave high security once you're done performing
account management, or your account will naturally return to normal security
after a short period of time.
If you're taking a sensitive action, Phabricator will sometimes put your
account in "high security" mode for a few minutes. In this mode, you can take
sensitive actions like changing passwords or SSH keys freely, without
entering any more credentials.
You can explicitly leave high security once you're done performing account
management, or your account will naturally return to normal security after a
short period of time.
While your account is in high security, you'll see a notification on screen
with instructions for returning to normal security.
@ -52,8 +51,8 @@ Configuring Multi-Factor Authentication
=======================================
To manage authentication factors for your account, go to
Settings > Multi-Factor Auth. You can use this control panel to add or remove
authentication factors from your account.
{nav Settings > Multi-Factor Auth}. You can use this control panel to add
or remove authentication factors from your account.
You can also rename a factor by clicking the name. This can help you identify
factors if you have several similar factors attached to your account.
@ -65,7 +64,7 @@ Factor: Mobile Phone App (TOTP)
===============================
TOTP stands for "Time-based One-Time Password". This factor operates by having
you enter security codes from your mobile phone into Phabricator. The codes
you enter authorization codes from your mobile phone into Phabricator. The codes
change every 30 seconds, so you will need to have your phone with you in order
to enter them.
@ -79,23 +78,80 @@ application, so check any in-house documentation for details. In general, any
TOTP application should work properly.
After you've downloaded the application onto your phone, use the Phabricator
settings panel to add a factor to your account. You'll be prompted to enter a
master key into your phone, and then read a security code from your phone and
type it into Phabricator.
settings panel to add a factor to your account. You'll be prompted to scan a
QR code, and then read an authorization code from your phone and type it into
Phabricator.
Later, when you need to authenticate, you'll follow this same process: launch
the application, read the security code, and type it into Phabricator. This will
prove you have your phone.
the application, read the authorization code, and type it into Phabricator.
This will prove you have your phone.
Don't lose your phone! You'll need it to log into Phabricator in the future.
Recovering from Lost Factors
============================
Factor: SMS
===========
If you've lost a factor associated with your account (for example, your phone
has been lost or damaged), an administrator can strip the factor off your
account so that you can log in without it.
This factor operates by texting you a short authorization code when you try to
log in or perform a sensitive action.
To use SMS, first add your phone number in {nav Settings > Contact Numbers}.
Once a primary contact number is configured on your account, you'll be able
to add an SMS factor.
To enroll in SMS, you'll be sent a confirmation code to make sure your contact
number is correct and SMS is being delivered properly. Enter it when prompted.
When you're asked to confirm your identity in the future, you'll be texted
an authorization code to enter into the prompt.
(WARNING) SMS is a very weak factor and can be compromised or intercepted. For
details, see: <https://phurl.io/u/sms>.
Administration: Configuration
=============================
New Phabricator installs start without any multi-factor providers enabled.
Users won't be able to add new factors until you set up multi-factor
authentication by configuring at least one provider.
Configure new providers in {nav Auth > Multi-Factor}.
Providers may be in these states:
- **Active**: Users may add new factors. Users will be prompted to respond
to challenges from these providers when they take a sensitive action.
- **Deprecated**: Users may not add new factors, but they will still be
asked to respond to challenges from exising factors.
- **Disabled**: Users may not add new factors, and existing factors will
not be used. If MFA is required and a user only has disabled factors,
they will be forced to add a new factor.
If you want to change factor types for your organization, the process will
normally look something like this:
- Configure and test a new provider.
- Deprecate the old provider.
- Notify users that the old provider is deprecated and that they should move
to the new provider at their convenience, but before some upcoming
deadline.
- Once the deadline arrives, disable the old provider.
Administration: Requiring MFA
=============================
As an administrator, you can require all users to add MFA to their accounts by
setting the `security.require-multi-factor-auth` option in Config.
Administration: Recovering from Lost Factors
============================================
If a user has lost a factor associated with their account (for example, their
phone has been lost or damaged), an administrator with host access can strip
the factor off their account so that they can log in without it.
IMPORTANT: Before stripping factors from a user account, be absolutely certain
that the user is who they claim to be!
@ -113,9 +169,10 @@ advance and require them to perform it. But no matter what you do, be certain
the user (not an attacker //pretending// to be the user) is really the one
making the request before stripping factors.
After verifying identity, administrators can strip authentication factors from
user accounts using the `bin/auth strip` command. For example, to strip all
factors from the account of a user who has lost their phone, run this command:
After verifying identity, administrators with host access can strip
authentication factors from user accounts using the `bin/auth strip` command.
For example, to strip all factors from the account of a user who has lost
their phone, run this command:
```lang=console
# Strip all factors from a given user account.
@ -125,7 +182,7 @@ phabricator/ $ ./bin/auth strip --user <username> --all-types
You can run `bin/auth help strip` for more detail and all available flags and
arguments.
This command can selectively strip types of factors. You can use
This command can selectively strip factors by factor type. You can use
`bin/auth list-factors` to get a list of available factor types.
```lang=console
@ -133,8 +190,9 @@ This command can selectively strip types of factors. You can use
phabricator/ $ ./bin/auth list-factors
```
Once you've identified the factor types you want to strip, you can strip them
using the `--type` flag to specify one or more factor types:
Once you've identified the factor types you want to strip, you can strip
matching factors by using the `--type` flag to specify one or more factor
types:
```lang=console
# Strip all SMS and TOTP factors for a user.