How do I set up Two-Factor Authentication (2FA) for a staff member?

You can set up a Two-Factor Authentication (2FA) requirement for staff on your account.

As prerequisites to enable 2FA for a staff member, you must have the Manage Accounts permission enabled with your permission set, and the staff member for whom you are setting up 2FA must have a cell phone number under their account set up.

Screenshot 2024-03-19 at 10.42.29 AM.png

To set up 2FA for a staff member, go to Account > Staff Members and select the Staff tab. Click Set Up next to the staff member to set up 2FA.

Screenshot 2024-03-19 at 10.25.00 AM.png

Next, enter your password (not the password of the staff member) and click Confirm.

Screenshot 2024-03-19 at 10.35.18 AM.png

You will see a success message at the top of the screen.

Screenshot 2024-03-18 at 3.10.59 PM.png

Under the 2-Fac Sec column, you will see Active.

Screenshot 2024-03-19 at 12.04.49 PM.png

When the user logs in, they will be prompted to enter a security code. The staff member can click Request Token via SMS and the code will be sent to the cell phone listed in the staff profile. Or they can set up the Authy app described in our article How do I set up 2-factor authentication in my account?

Screenshot 2024-03-19 at 11.55.09 AM.png