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Enabling two-factor authentication within user accounts

Once you've decided to require two-factor authentication, the next step is to enable it for your user accounts. This article walks you through activating 2FA for staff and partner accounts to ensure the right users are prompted to verify their identities at login.

Learn how to turn on two-factor authentication from a user account, including clearing and turning off two-factor authentication. 
 

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 New to Two-Factor Login Authentication? Read the first article in this series for an introduction to Two-Factor Login Authentication.

 

Accessing the features mentioned in this article


Where can I find this feature using the top menu?

  • Profile > Two-Factor Authentication
     

What more do I need to use this feature?

  • An Admin, Staff, or Partner account.
     
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Learn more about two-factor authentication

For a detailed look at using Two-Factor Authentication (2FA), check out the following article:

 

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Xero and Two-Factor Authentication (2FA)

Xero requires all Users to set up Two-Factor Authentication (2FA) to comply with mandated security protocols.

Learn more about the Xero integration here:

 

Turning on Two-Factor Authentication from a User account

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Account profile page showing fields for name, email, nickname, and login information with a profile picture on the left and a highlighted navigation arrow pointing to the account profile option in the dropdown menu.To activate the feature within an Admin, Staff, or Partner account:

  1. Open the account menu at the top-right of the navigation bar and select Profile from the dropdown menu.

 

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Learn more about account profiles

For a detailed look at managing Account Profiles, check out the following article:

 

Profile settings page displaying fields for account details with an option to require two factor authentication highlighted by an arrow.

  1. Select the option to Require Two-Factor Authentication.
  2. The next time the account holder logs in, they are prompted to configure Two-Factor Authentication.

 

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Learn more about two-factor authentication

For a detailed look at configuring Two-Factor Authentication, up to logging in, check out the following article:

 

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2FA cannot be disabled when connecting to our Xero integration

If you connect to our Xero integration, note that 2FA cannot be disabled. Should a Staff member have any login issues with 2FA enabled, an Admin needs to reset the Staff member's 2FA.

Learn more here:

 

Clearing Two-Factor Authentication

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Profile page showing account information with a red clear two factor button highlighted by an arrow.

Users can clear Two-Factor Authentication from their accounts by clicking on Clear Two-Factor Authentication within their account Profiles. 

You can see that the reset has been successful because the button is temporarily disabled and labeled "Cleared". 

This option is helpful if the User wants to change authentication methods or applications.

The next time the User logs in, they are prompted to set up authentication again.

 

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Learn more about configuring User accounts

For a detailed look at how Admins can clear Two-Factor Authentication from a Staff or Partner account, check out the following articles:

 

Turning off Two-Factor Authentication

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Learn more about turning off two-factor authentication

To fully disable Two-Factor Authentication within a User account, the Staff Member or Partner needs to contact their Admin to submit the request. Check out the following articles:

 

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Connecting to our Xero integration

If you connect to our Xero integration, note that 2FA cannot be disabled. Should a Staff member have any login issues with 2FA enabled, an Admin needs to reset the Staff member's 2FA.

Learn more here:

 

Next Steps

The following article within this series looks at securing your account with Two-Factor Authentication.

 

 < Introduction to two-factor login authentication    |    Securing your account with 2F authentication >

 

 

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