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Two-Factor Authentication

Two-Factor Authentication (TFA/2FA) is an extra layer of security that requires not only a password and username but also an extra piece of information in order to log in. On our platform, you have two options to log in to your account - either by a text sent to your mobile phone, or by using a code from an authentication app. The goal of TFA is to make it harder for potential intruders to gain access and steal your personal data or identity.

As users of our own product, we understand how important the security of your account is! 2FA is available for everyone and for each plan we offer. Only admins of the account can enable this feature.

Note: Two-Factor Authentication is not available for guests.


In order to enable 2FA, follow these steps:

Access 2FA from the Admin section

Click on your avatar and select admin



Select security and next to "Two-Factor Authentication", click on "set-up two-factor authentication" 



Admins will have the option to choose which Two-Factor Authentication method they'd prefer to use on their own account - either to receive a text message to their mobile or by using an authentication app.



Note: Each individual team member will be able to select which is the preferred login method. We'll see how very soon.


Activating 2FA via authentication app

If you select the option to log in via an authentication app (highly recommended!), you will need to scan the QR code initially, before receiving a one time password (OTP) to log in.


The next time you log in you will simply need to enter the new automatically generated code that appears on the authentication app. Every 30 seconds the code will renew itself, so make sure to enter it quickly :)

Then,  you will be prompted to the next screen to complete the process and enforce 2FA to all team members.

Tip: Some recommended authentication apps are Google Authentication or Duo Mobile. 


Activating 2FA via text message

If you select the option to login via text message, you will need to enter your phone number in order to set up the 2FA. A code will then be sent by text to your mobile phone to login.


After filling in your details, you will be prompted to the next screen to complete the process and enforce 2FA to all team members. 

The next time you log in, you will need to enter the new code sent to your mobile via text.

There you go! You have officially set up Two-Factor Authentication for your entire account!


How to reset my 2FA? 

  • Resetting 2FA from the Admin Section

If your team members are having issues logging in to the app via text message, Admins can reset this for them, allowing team members to log in through the other 2FA method.

To do so, go to your avatar, select "Admin", then select "Users". After finding the specific team member's name, click on the pencil icon at the end of the row.

An option will appear to reset the team members's 2FA method, so that they can easily log in once again.


  • Resetting 2FA from My Profile

Team members can reset their own 2FA method by navigating to the My Profile section on their account. 

There, they can decide which method they'd prefer to use, without nudging the Admin of the account to do this for them.




What will team members see on their account?

Once 2FA has been enabled by the Admin on the account, all team members will be prompted to select which 2FA method they'd prefer to use when logging in.

As with the Admin, depending on which of the two options is chosen, team members will need to do a quick initial scan of the QR code, or they will need to enter their phone number to receive a code via text. 


Tip: Admins can also enable Google Authentication and SAML for more advanced security measures.  


If you have any further questions please don't hesitate to reach out to our customer success team at [email protected] We are available for you 24/7!