Here we look at how you enable 2FA or two-factor authentication to increase security of your login

This guide provides a detailed walkthrough on how to enable two-factor authentication (2FA) for both system users and clients on the Client Engager platform, as presented by Johan Gori. The process is essential for enhancing security, especially in light of recent breaches in password storage services.

Enabling 2FA for System Users

Accessing the Two-Factor Authentication Setting

1. Navigate to Settings (0:47)

   • Open Client Engager and log into your demo or actual account.
   • From the main dashboard, access the 'Settings' menu.

2. Go to System Users (0:52)

   • Within 'Settings', find and select the 'System Users' section.
   • Note that the 2FA status here is initially turned off for all users.

Activating 2FA for Individual Users

3. Enable 2FA for Your Account (1:00 - 1:08)
   • Choose your user account from the list of system users.
   • Scroll down to the 'Two-Factor Authentication' section and click 'Enable'.

Configuring the Authenticator App

4. Download and Set Up an Authenticator App (1:10 - 1:30)

   • Download a two-factor authentication app like Google Authenticator or Microsoft Authenticator on your smartphone. Available from your respective app store.
   • Open the app and select the option to 'Add' a new account.

5. Scan the QR Code (1:32 - 1:50)

   • Use the app to scan the QR code displayed within the Client Engager platform. This will link your account to the authenticator.
   • The app will generate a temporary six-digit code that refreshes every 30 seconds.

6. Enter the Verification Code (1:52 - 2:00)

   • Enter the six-digit code from your authenticator app into the specified field in Client Engager to finalize enabling 2FA.

Testing the 2FA Setup

7. Log Out and Test Login (2:02 - 2:20)
   • Log out of Client Engager.
   • Attempt to log back in; the system should now request the six-digit code from your authenticator app during the login process.

Enabling 2FA for Client Portals

Accessing Client Portal Settings

8. Clients Enable 2FA (2:22 - 2:40)
   • Clients must log into their Client Engager portal.
   • In the client portal, they should access the settings via the drop-down menu in the top right-hand corner, where they can select to enable 2FA.

Following the Same Activation Steps

9. Repeat Steps for Clients (2:42 - 3:00)
   • Clients will follow the same process as described above for system users to enable 2FA on their accounts. This includes downloading the authenticator app, scanning the QR code, and entering the verification code.

Importance of Maintaining 2FA

10. Keeping 2FA Enabled (3:02 - 3:18)
    • It is highly recommended to keep 2FA enabled at all times to ensure the highest level of security for both system user and client accounts.
    • If needed, 2FA can be disabled by accessing the user settings and clicking on the disable option.