Set up two-factor authentication for your OnePageCRM account

In OnePageCRM you have the option to enable two-factor authentication (2FA) using an authenticator app, such as Google Authenticator. 2FA gives you an extra layer of security as it requires verification using a second device, such as your mobile phone.

In this article:
Enable two-factor authentication What happens if I lose my two-factor authentication device?
Disable two-factor authentication Request an SMS verification code

Enable two-factor authentication

1
Click on your User/Profile icon (top right-hand corner) → Users, Plans and Billing → Users tab → select your user profile.

User, Plans and Billing l Users tab

2
In your user profile select Enable two-factor authentication → in the pop-up click on Enable 2FA.

User Profile l Enable two-factor authentication (top right hand corner of the pop-up)

3
Download your preferred authenticator app and click on Next.

Examples of mobile authenticator apps are below:
  • Google Authy Authenticator
  • Duo Mobile
  • 1Password
    • 4
    Open the authenticator app on your mobile device.

    Under Step 2: Scan QR Code you now have 2 options:
  • Scan the QR Code displayed in OnePageCRM with the authenticator app on your mobile device.
    • OR
  • Enter the code that is displayed below the QR code manually in the authenticator app on your mobile device.

    • Once the code has been added to the authenticator app click on Next.

    Step 2: Scan QR code with your mobile device or enter the code (displayed below the QR code) to your authenticator app on your mobile device.

    5
    Under Step 3: Enter Code enter the code in the authenticator app on your mobile device. → click Next.

    Step 3: Enter code from your authenticator app on your mobile device to OnePageCRM.

    6
    Under Step 4: Phone Verification enter your mobile number to use the SMS recovery method → click on Next.
    You will receive an SMS with a code to verify your mobile number.

    Step 4: Phone verification l Add your phone number.

    7
    Enter the code sent to you by SMS in OnePageCRM → click Next to complete the set-up.

    Step 4: Phone verification l Enter the code sent to you by SMS in OnePageCRM

    Note: If you tick the Remember for 30 days checkbox before logging in with 2FA, you won’t need to log in using 2FA as OnePageCRM will allow access for 30 days.

    Login page to OnePageCRM l tick the checkbox to remember the login for 30 days. The checkbox is below the password field.

    Disable two-factor authentication

    1
    Click on your User/Profile icon (top right-hand corner) → Users, Plans and Billing → Users tab → select your user profile.

    User, Plans and Billing l Users tab

    2
    In your user profile select Disable two-factor authentication.

    User Profile l Disable two-factor authentication (top right hand corner of the pop-up)

    3
    In the pop-up click on Disable to confirm.

    Disable 2FA by selecting the orange

    Notes:

    • Once you disable 2FA, you have the option to re-enable 2FA using a different device. However, before you re-enable it, make sure to delete the previous OnePageCRM account from your authenticator app. 
    • Account owners and Administrators can disable other Administrators' and users’ 2FA settings.
    • No user or Administrator can disable 2FA for an Account Owner.
    • If you keep getting wrong codes, check and correct your phone's time to sync with real-time and try again.
    • If you’ve lost your 2FA device, please see here for steps on recovering your account.

    What happens if I lose my two-factor authentication device?

    If you lose your two-factor authentication (2FA) device, you will not be able to access your account, however, you can take steps to recover it. 

    • If you’re a User or an Administrator, you can request another Administrator or the Account Owner to disable 2FA for your user, allowing you to log in without 2FA. See here how they can do this.

    Note: Once this is done, you will need to enable 2FA for your account again.

    Note: Please allow 48 hours for the verification process via the Customer Success team to be completed.

    Request an SMS verification code

    If you lose your two-factor authentication (2FA) device but still have access to your mobile number associated with the authenticator device, please contact our Customer Success team to request the SMS recovery link to be enabled on your account.

    If a member of the Customer Success team has instructed you to log in using the SMS verification code, please follow the steps below.

    1
    Once the SMS recovery has been enabled by a member of our Customer Success team, please go to the login page → input your email address, and password → Log in.

    OnePageCRM log in page l Add your Email address and Password in the provided fields.

    2
    Click on Use SMS as your secondary verification method.

    Two-factor authentication l Select Use SMS as your secondary verification method? below the orange

    3
    A code will be sent to your mobile number. Enter this code → Log in.

    SMS verification l Enter the code sent to you by SMS in OnePageCRM and click the orange

    Note: You will receive your verification code within a few minutes, however, in certain locations and depending on your mobile reception this may take up to 15 minutes, so please wait at least 15 minutes for the code to be received. If you don’t receive your code within 15 minutes, please click Resend. 

    4
    Once you've logged into your account, please disable two-factor authentication for your account.
    You then have the option to re-enable 2FA using a different mobile device.

    Note: The SMS recovery link will be available for 48 hours.

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