To enhance your data security, 2FA can be enabled for users, consumers or both.
Admin users can view and update 2FA settings.
How to enable 2FA for users
- Click on your name > select Mangage account from the dropdown menu.
- From the left sidebar > select Settings > Edit settings
- Select Enforce 2FA for providers to apply this setting to members of your team
- Select Enforce 2FA for consumers to apply this setting to your clients.
- Click Update settings
What happens when 2FA is enabled
Once 2FA is enabled, at the next login attempt, a user or consumer will be asked to set up phone number verification
- They must enter the telephone number to which they will receive verification codes > click Verify phone number.
- They must enter the code sent to their mobile number via SMS > click Verify code
- A verification code will be required at each login unless the checkbox to Remember this device for 30 days has been selected.
- Enter your Phone Number > click Verify phone number.
How to disable 2FA for users
- Click on your name > select Manage account from the dropdown menu.
- From the left sidebar > select Settings > Edit settings
- Deselect Enforce 2FA for providers to apply this setting to members of your team
- Deselect Enforce 2FA for consumers to apply this setting to your clients.
- Click Update settings
What happens when 2FA is disabled
Once 2FA is disabled, a user or consumer who hasn’t already provided phone number verification can log in with their username and password.
If a user has already provided phone number verification, they will be required to continue to do so.
How does an individual user disable 2FA
- Click on your name > select Manage account from the dropdown menu.
- From the left sidebar > select Profile
- In the 2FA Security field > click Disable
An individual user cannot disable 2FA if it is enforced for their company domain.
How can 2FA be disabled for an individual user
As a temporary workaround, if a user cannot access their registered verification device, an admin user can override 2FA enforcement.- Click on your name > select Manage account from the dropdown menu.
- From the left sidebar > select Users
- Click on the User name > click Disable 2FA (override enforcement)
How can an admin user enable 2FA for an individual user
- Click on your name > select Manage account from the dropdown menu.
- From the left sidebar > select Users
- Click on the User name > click Enable 2FA
How can a user enable 2FA
- Click on your name > select Manage account from the dropdown menu.
- From the left sidebar > select Profile
- In the 2FA Security field > click Enable