Manage Two-Factor Authentication (2FA)

Two-factor authentication is a user security that requires a verification code upon logging in.

We provide you two options for two-factor authentication.

• One-time passcode via SMS
• Microsoft Authenticator

Enable Two-Factor Authentication

Note: Only Administrator Users have access to the Security setup area, by default. To permit access to other users, you can edit their role under Account > User Management.

1. From the main navigation panel, click Setup.
2. From the Setup left navigation, click Security.
3. Beside the Two-Factor Authentication, turn the toggle button ON.
   

1. System will open a window, prompting you to select a Two-Factor Authentication Method.
2. By default One-Time Passcode via SMS displays in the drop-down menu. Choose the method you would like to enable and click Save.

Note: In order to enable One-Time Passcode via SMS, you will need to add a cell phone number for all users. You can do so by editing each user under Account > User Management.

• One-Time Passcode via SMS –
  • You will be prompted to enter your password and verification code sent to your cell phone.
• Microsoft Authenticator
  • Follow these instructions to complete setup.

Verify Authentication Methods

To verify or change authentication methods for the firm, if permitted go to Setup > Security. You can enable both methods if you choose.

Logging in with Two-Factor Authentication Enabled

• Once a method of two-factor authentication is enabled, when a user logs into their account, the Two-Step Verification window will open with the instructions to enter a verification code either sent via SMS or via the Microsoft Authenticator App.
• If you don’t want to repeat this step every time, check the box beside Remember this computer for 30 days.

Note: If the firm has enabled both one-time passcode and Microsoft Authenticator, users will have the option to use a different method as a backup if needed when logging in.