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Setting up TFA (Two-Factor Authentication)

Renée Meloche
Renée Meloche
  • Updated
Available on the following Venngage subscription plans: Enterprise.

Enable TFA to add another layer of security to your account and ensure your login has additional protection.

Access your account details

Log into your account and click Account on the top menu. Select My Account from the drop-down.

A close-up of the Account menu in the Venngage top bar; the 'My Account' option in the menu is highlighted by a red box.

 

On the Profile tab, click the Enable link beside Two-Factor Authentication.

A user navigates the profile page of the Venngage website. The heading on the page is 'Manage your profile'; underneath this text are profile details for the user, including their email address, name, password, Two-factor authentication, and how to contact the user's account manager. The user enables Two-factor authentication by clicking on the 'Enable' link that appears beside it. The page redirects to a login modal for TFA.

Enter your login credentials to confirm your access to your account. 

A login modal appears on the portal page for the user to enable Two-factor authentication. The user enters the email address and password associated with their Venngage profile into the login modal. The user hits 'Enter' (Return) to confirm; the TFA page redirects the user to a confirmation page.

Review your account information—to change your email or your password here or add a mobile number, click on the "Edit" (pencil icon) on the top righthand corner and Submit your changes. 

Click manage two-factor if the information here is correct.

On the confirmation page for the Two-factor authentication page, a modal appears in the center top of the page, with sections for displaying the user's email account and any mobile phone associated with the user's account. At the top right corner of the modal, a pencil icon appears which allows the user to edit their details in the modal; the user clicks the pencil icon, and the modal expands, showing fillable fields for the user's first name, last name and email address. A link underneath these fields allows the user to change their password. A button at the bottom of the modal allows the user to submit (save) any of these changes.

 

Click "Add two-factor" to access the authentication page. If you've added a mobile number, you can use the Select a method drop-down here to choose a method for contact. Ensure the number or email is correct, then click Send a one-time code.

On the confirmation page for the Two-factor authentication page, a modal appears in the center top of the page, with sections for displaying the user's email account and any mobile phone associated with the user's account. At the bottom of the modal to the right side, a link appears to continue the process; it reads 'Manage two-factor'. The user clicks this link and is redirected to the next page, where the heading 'Two-factor authentication' appears. The text on this modal reads 'Two-factor authentication adds an additional layer of security to your account by requiring more than just a password to login. Configure one or more methods to utilize during the login'. Under this text, a table appears with three columns: Method, Value and Action. Under the 'Method' column is the text 'No methods have been configured'. A button underneath the table labelled 'Add two-factor'. The user clicks the Add two-factor button. The next page loads, with the heading 'Enable Two-factor'. On the page, several categories related to the user's account appear and options for enabling TFA. A drop-down at the top modal allows the user to select a method for authentication; the drop-down menu underneath it displays 'email'. Instructions on the page indicate that the user should click the button 'Send a one-time code' in order to enable two-factor authentication using their email address. The user clicks this button, and the notification 'A one-time user code was sent' appears at the top of the page. The user pastes a verification code into the text field at the bottom of the modal labelled 'Verification code'. The user then clicks the 'Enable' button at the botom of the modal.

Check your mobile device or your email for the one-time verification code; enter the 6-digit code into the field and click Enable. 

When you enter the code correctly, two-factor authentication (TFA) will be enabled. You'll be redirected to a page with recovery codes for your TFA authentication. 

A page in the Two-factor authentication set up process appears, with a notification at the top reading 'Two-factor authentification has been enabled'. Two rows displaying a total of 10 recovery codes that have been censored appear underneath text explaining to the user that because this is the first time they have enabled two-factor authentication, these recovery codes need to be saved by the user as a fail safe or back up for their account.

Store your recovery codes

Record your codes somewhere safe and secure. You'll need these to complete a two-factor login if you lose access to the email or  device you used to set up TFA, or to disable two-factor authentication. Each code can only be used once. 

Click Done. On the Profile tab, Two-factor authentication will be enabled. 

 

Authenticate with TFA the next time you log in

When TFA is enabled on your account, you'll be asked to authenticate your login with your phone or email each time you access your Venngage account.

A page from the Venngage website with a message directing the user to check their email for a 6-digit code. A text field under this heading instructs the user to enter their authentication code.

Get help from our team with TFA troubleshooting

For any issues with the following, please contact Customer Success:

  • Disable TFA for a specific user

  • Change the email address for email TFA

  • Change the SMS phone number for TFA

  • Change the password requirements for the Enterprise account

 

The feature(s) discussed in this article is available on the following Venngage subscription plans: Free, Premium, Business and Enterprise.

Curious about upgrading? Compare our plan features side by side.

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