Multi-Factor Authentication (MFA)

Multi-Factor Authentication (MFA) adds an extra layer of security to your account by requiring a second verification step after entering your password. This helps protect your account even if your password is compromised.

Set Up MFA for a User

MFA can only be configured by the user or an admin. 
  1. Go to User Profile
  2. Enable switch for Multi-Factor Authentication 
  3. Select a method:
    • Email - enter a valid email address the user has access to
    • SMS - enter a valid mobile number (VoIP numbers may not work) 
  4. Click Save Changes

⚠️ Important: SMS verification messages are sent even if your company’s SMS balance is negative. If multiple users use MFA via SMS, monitor your SMS balance to avoid unexpected overdraft charges.

Login & Verification Screen

After entering your login credentials, you will be prompted to enter a verification code.

If MFA Type is Email
If MFA Type is Phone:


Sign-In Code Guidelines

When signing in, you’ll need to enter the 6-digit verification code sent to you. The code is valid for 5 minutes.

If needed, you can request a new code after 3 minutes. Selecting Cancel will take you back to the login screen.


Trust This Device

When logging in with MFA, you can select “Trust this device” to skips MFA on future logins for 30 days on all devices.

You will be asked to verify again if:

  • Cache and cookies are cleared
  • You log out from all sessions
  • The mobile app is uninstalled
  • MFA is disabled and then re-enabled by an admin
  • Your password is changed
  • The 30-day period has expired


Biometric Login (Mobile App Only)

After your first successful login on the app, you will be prompted to enable biometric authentication. If enabled, biometric login replaces both the password and MFA on that device. You can choose “Maybe later” and enable it anytime in App Settings.

Biometric options vary by device:

  • iOS: Face ID or Touch ID
  • Android: Fingerprint
Biometric login stays active for up to 365 days and will be disabled if:
  • The app is uninstalled and reinstalled
  • Biometrics are turned off in the app or device settings
  • The 365-day period expires