Using Two Factor Authentication for Clients

Once a Two-Factor Authentication service has been activated for clients, the following steps set up Two-Factor Authentication on a client account using Time Based Tokens:

 

1. From the Client Area, navigate to Hello, Name! > Security Settings.

2. Click Click here to Enable.

Click here to Enable

3. Select Time Based Tokens.

4. Click Get Started.

Select the Two Factor Auth Service

5. Scan the QR code with an authenticator app such as Google Authenticator or Duo Mobile.

6. Enter in the 6-digit code that the authenticator app generates.

Scan the QR Code with your app and enter the authentication code

7. Click Submit.

8.  Record the Backup Code in a safe place.

9. Click Close.

Take a note of the Backup Code

Two-Factor Authentication is now set up for this client, and will be required when they login in future.

Authenticated staff with the appropriate permissions will still be able to login as this client without needing the two factor authentication code.