IntelligentTaxProduct Documentation

Platform

Security Policies

Available

Review and update password, lockout, and session rules with a recorded reason.

What this menu does

Apply one controlled platform security policy to supported authentication flows.

Where to find it

Platform Admin navigation: Accounts & Security → Security Policies.

When to use it

  • Review the current authentication policy.
  • Change password length or complexity.
  • Adjust failed-login lockout or session timeout.
  • Control first-login password change.

Before you begin

  • Sign in to Platform Admin.
  • The account must be allowed to view this menu.

Page regions

  1. 01Read-only policy summary
  2. 02Edit mode
  3. 03Password policy fields
  4. 04Lockout and session fields
  5. 05First-login switch
  6. 06Save reason

Supported operations

01

Review the policy

Purpose
Confirm the active authentication rules before proposing a change.
  1. 1

    Open Security Policies.

  2. 2

    Review minimum password length and complexity.

  3. 3

    Review failed-login threshold, lock duration, session timeout, and first-login password change.

  4. 4

    Do not enter edit mode when no approved change is needed.

Result

The active policy remains unchanged.

02

Update the policy

Purpose
Apply an approved authentication-policy change.
  1. 1

    Select Edit security policy.

  2. 2

    Change only the approved fields.

  3. 3

    Enter a save reason explaining the business or security need.

  4. 4

    Save and verify the read-only summary after the page exits edit mode.

Result

The policy is saved with its reason and updated timestamp.

Business rules and fields

  • The default page is read-only.
  • Saving requires a reason.
  • Stronger policies can affect future logins and currently active sessions according to the configured timeout.
  • Cancel exits edit mode without saving.

States you may see

View modeEdit modeSaved

What happens next

  • Supported authentication flows use the saved policy and the change remains auditable.

Common problems

What you seeWhy it happensWhat to do

The menu or action is missing.

The account does not have the required platform access or the item is not available in the current state.

Ask a platform administrator to verify the account role and the record status.

A save or load action fails.

The session may have expired, validation may have failed, or the service is temporarily unavailable.

Keep the shown request identifier if present, refresh once, correct highlighted fields, and retry. Escalate with the request identifier if it repeats.

Visibility and access

The menu and its action buttons appear only when the platform account has the corresponding business access. Read-only access hides or disables changes.

System screenshots

Review and update password, lockout, and session rules with a recorded reason.