2-Factor for Customers

2-Factor Authentication for Customers

This function allows you to further secure your client's account login via one-time use, SMS text messages.

If enabled on your portal, ALL Customer logins will immediately be forced to enroll on their next login attempt.

Setup Instructions

Our SMS based 2-Factor will send a text message code to the enrolled mobile phone number.

To get started, login to your portal and navigate to Settings + Configurations + Client Users. Expand the Two Factor Authentication header, select the check box and save your changes.

If you don't see this option, your account may not have high enough profile privileges to enable this system wide option.

Please check that the "Profile", selected for your account is the same as a Profile with the "Master Admin" option enabled.

Once enabled on your portal, the next login via your customer's standard username/password will begin the enrollment process. 

This will now be a requirement for all your customers.

After initial successful login, your client will be prompted to enter a phone number.

The customer will need to confirm the first received text message. After validation, the client will need to re-enter username/password to login.

After that initial setup, subsequent login attempts will simply require to enter your SMS code going forward.

Congratulations, that's it! Your customer accounts are now protected via 2-factor authentication.

If you decide to later turn this off and re-enable in the future, all previously configured customers will need to follow the enrollment steps again.


If your customer does not have access to or needs a different  mobile phone number tied to the account, the "enrollment" process will need to be repeated.

Another Admin from your organization can do a "RESET" under the given customer's  account. This ONLY does a reset for the account in question and does NOT force other customers to "re-enroll".

On the company overview page, click on "Customer Details".

Find the contact in question, and expand for details. Select "RESET TWO FACTOR".

This completes the manual reset for a customer account.