How to set up Two Factor Authentication (2FA/MFA)

Here is a step by step tutorial on how to enable and setup TFA/MFA. Here are some quick tips and best practice to ensure your Adviser CRM security.

What is TFA and how does it work?

When you log in to your accounts online, you mostly use a simple 'username and password' combination to do so. Adding two-factor authentication (2FA) to your login process is a simple way of adding an extra layer of security to your accounts. Here is a Government Guide on what TFA is CLICK HERE.

Two Factor Authentication, or Multi Factor Authentication are one and the same the short versions are TFA or MFA or you may see some name variations of these.

Installing the TFA App on your mobile phone

You will need to install an authentication app on your mobile phone first, here are links to 2 apps that will work. FYI we use Google Authenticator

Please consult the user guide of the mobile authentication app you decide to use as your authentication app. Adviser CRM does not develop these apps and so you will need to get instructions from the app developer of Google Authenticator or Zoho OneAuth.

Enable and Disable TFA on your Adviser CRM User Account

MAKE SURE YOU DOWNLOAD YOUR BACKUP CODES, OTHERWISE YOU MAY NOT BE ABLE TO ACCESS YOUR ACCOUNT, AND IT CAN TAKE UP TO 7 DAYS TO GET THIS RESET