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Two-Factor Authentication

Two-factor authentication (2FA) adds a second verification step at sign-in. It is enabled per user; encourage it for every privileged account.

#Purpose

Strengthen account security beyond passwords.

#When to use this

For all administrators and any account with sensitive access.

#At a glance

DetailValue
Required permissionsEach user enables 2FA on their own account
Administrator levelGuidance is admin-led; enablement is per user
Portal areas usedAccount security (2FA)

#Step by step

1

Advise your team

Ask privileged users to enable 2FA.
2

Each user enables it

In their account security settings, they turn on 2FA and complete verification.
3

Confirm coverage

Encourage every admin and finance/HR user to enable it.

#Approval points

No formal approval gate

This administrative action does not require a separate sign-off, but review carefully before applying changes.

#Security notes

Security considerations

  • 2FA is enabled per user; there is no organization-wide enforcement toggle today, so drive adoption through policy.
  • Ensure users keep their second-factor device and recovery information safe.

#Best practices

  • Enable 2FA on every admin account.
  • Prioritize finance, HR, and CEO accounts.

#Common mistakes

  • Assuming enabling 2FA on one account protects others.
  • No recovery plan if a device is lost.

#Troubleshooting

If this happensTry this
A user is locked out after enabling 2FAAn admin or support can help recover access.
Can I force 2FA org-wide?Organization-wide enforcement is not available today; drive it through policy.

#FAQ

Can I require 2FA for everyone?

Not via a single toggle today — require it through policy and confirm adoption.

#Keep exploring

Sign-In & Password Security

Sign-in protection.

Sessions & Verification

Session control.

#Business modules & workflows

Getting Started

Initial setup.

Platform Overview

How the OS fits together.

Knowledge Base

Task-level how-tos.

Business Workflows

End-to-end processes.

Still need help?

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