Knowledgebase: CRM
Using Two-Factor Authentication CRM

Using Two-Factor Authentication


Client accounts, users, and admins can begin to use Two-Factor Authentication after you have activated one or more services and configured the installation.

In the Client Area


To set up Two-Factor Authentication using Time-Based Tokens:

  1. From the Client Area, navigate to Hello, Name! > Security Settings.
  2. Click Click here to Enable.
  3. Select Time Based Tokens.
  4. Click Get Started.
  5. Scan the QR code with an authenticator app like Google Authenticator or Duo Mobile.
  6. Enter the 6-digit code that the authenticator app generates.
  7. Click Submit.
  8. Record the Backup Code in a safe place.
  9. Click Close.

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