Two-Factor Authentication (2FA) is an extra level of security for your CRM account. 2FA requires users provide both their password and unique PIN code when logging into the system.
2FA will ONLY be enabled by the CRM Support by request of an admin or authorised person within your team. You must request for this option to be enabled by contacting CRM Support via in-app chat or email.
What does 2FA look like?
Once enabled, 2FA will provide an extra level of security by requiring users to provide their email address, password and a unique 6-digit PIN code, in order to be positively authenticated. This unique PIN code is generated at the time of login and sent to the user's email address.
This PIN code can be copied and pasted from any email client into the PIN verification field. If the PIN is correct, the user will be granted access to their system.
There are additional settings which can be adjusted based on your preference:
Authentication Expiry Period - This setting will allow you to set the time period before your users are forced to re-authenticate using 2FA.
Receive your 2FA PIN by email or SMS
Once enabled, individual users have the option of receiving their 2FA PIN code via email (as default) or SMS.
To receive 2FA PIN via SMS, users need to go to My Settings on the bottom left. Toggle the 2FA option and enter a valid phone number and Save.