Prerequisites are defined
The chosen method, supported device and connectivity requirements are defined before enrollment. Concise enrollment guidance is prepared and the support channel is clearly identified. Required information is collected without unnecessary data requests.
Enrollment and the first sign-in are checked
The factor is enrolled through an approved channel and the first sign-in is checked. Enrollment or notification failures are documented for correction before wider rollout. A legitimate device-enrollment flow is used for QR scanning.
Daily use and recovery are explained
Legitimate and unsolicited requests are distinguished in the guidance. Issue reporting, device replacement and access recovery are also explained. Feedback received after activation is reviewed to improve the instructions.
How is initial enrollment prepared?
Before enrollment, the organizational account, usable device and official guidance channel are established. A proposed rehearsal uses a test account under realistic conditions to expose installation or activation issues before the main group starts. Guidance screenshots exclude enrollment secrets, recovery codes and real account details. Required installation permissions are resolved before rollout scheduling.
How is readiness for daily use confirmed?
After enrollment, a real sign-in is tested within the authorized scope. Guidance covers unexpected requests, device replacement and support contact. Completed enrollment and successful first sign-in are recorded separately. An unavailable authenticator is handled through the defined exception policy; forwarding verification codes through messaging is not presented as a workaround.
Reference and scope
This planning guide is applied in accordance with organizational policy and documented system capabilities.
NIST SP 800-63B-4 — Authentication and Authenticator Management