Here is what you need to know:

Two Factor Authentication (2FA) gives your account an extra layer of security. With 2FA, hacking attempts are limited: that is because in addition to needing to hack through your password layer, hackers still need to access your phone to get into your account.

Article Structure:

  1. How to Activate/Deactivate 2FA on Individual User Level

  2. How to Enable 2FA for Branch Manager Users

  3. How to Set Up 2FA For Local Branch Accounts


1. How to Activate/Deactivate 2FA on Individual User Level

  • Navigate to the User section, and open the tab Account Security.

  • Enable the setting Two-Factor Authentication (2FA), and follow the setup instructions:

ℹ️ Once successfully activated, you will be given a list of single use recovery codes. Make sure you save your codes securely! If you lose your phone, you will need these codes in order to access your account:

The display here changes to the below. You can deactivate 2FA for your account anytime:


2. How to Enable 2FA for Branch Manager Users

  • Navigate to Global Settings, then select Security and the Branch Manager tab. Click the Edit icon to access and enable the setting.

Your preview should look like this:

Next time an account user logs in, they will be required to set up 2FA for their account.

ℹ️ Note that when enabled, this setting is mandatory. That means, even if a user disables 2FA for their user account, they will be forced to set it up again next time they log in.

ℹ️ If you are a Branch Manager Owner, you will also be required to set up 2FA to access your account. This setting applies to all users.


3. How to Set Up 2FA For Local Branch Accounts

Navigate to Global Settings, click on Security, select the Local Branch tab, and then click on the Edit icon > Enable the setting.

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