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Enhancing Security with Two-Factor Authentication (2FA)

Turn on two-factor authentication so users confirm their login with a one-time code.

Two-factor authentication (2FA) is a security feature that adds a second layer of protection to user accounts. When enabled, users receive a one-time password (OTP) via their mobile device or email to verify their identity at login.

To enable 2FA, go to your user profile's Permission Settings and turn on the 2FA option. A one-time password is then sent to your registered mobile number or email address to verify the setup.

When updating access rights for Back Office, Branch, or Agent accounts, the switch is "Enable Two-Factor Authentication (2FA)?" in the Special Reports or Features section.

Make sure the user's Cell Number is filled in on their profile. Without a correct phone number, users will not be able to log in with 2FA.

To locate the 2FA settings for a Back Office user, follow this path:

  1. Go to CRM > Back Office Users > Back Office User List.
  2. Select the desired Back Office user.
  3. Click to open the Special Reports or Features section.

2FA