Two-Factor Authentication

Two-factor authentication (or 2FA) is a security feature that requires an extra code provided by your smartphone to log in.   CallTrackingMetrics supports two types of two-factor authentication: text messaging and OTP devices.

Enable two-factor authentication in a few easy clicks;

  1. Open the Account Details tab and click on Profile 

  1. Scroll down to the Multi-Factor Methods section 
  2. Click Choose which authentication method to use and click Add/Edit to enable that method

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Available Two-Factor Methods:

Text Messages

Pro: easily keep track of login attempts for your user profile, and view the two-factor code directly in the notification on your smartphone.
Con: uses a text message each time, which may be limited on some cell phone plans.

 

Google Authenticator

Google Authenticator requires some additional setup before it can be used. First, you will need to download the Google Authenticator app for your smartphone, and you may need to download a QR Code scanner as well.

iPhone, Android, Blackberry: https://support.google.com/accounts/answer/1066447?hl=en

Windows Phone: https://www.microsoft.com/en-US/store/apps/Authenticator/9WZDNCRFJ3RJ

 

Pro: does not require a text message.
Con: accessing the two-factor code can be slightly more involved.

 

Requiring Two-Factor

Agencies on a Marketing Pro, Sales Engage, Growth, or Connect plans can require users across all subaccounts to enable two-factor authentication.

Settings > Parent Settings > Security 

Resetting Users Two-Factor

Agency Administrators can reset users' Two-Factor Authentication methods if a user can no longer access their method of choice.

  1. Go to Settings > Manage Users
  2. Click Edit next to the user that needs to be reset
  3. Scroll to Multi-Factor Methods
  4. Click Add/Edit on the two-factor method that is being used, this will be indicated with a green circle
  5. You will be prompted to re-authenticate as these are sensitive security areas
  6. Disable the two-factor method, once this is done the next time the user logs in they can enable two-factor again with the correct settings.

Backup Codes for Two-Factor

Set up Backup Codes to reset your own Two-Factor Authentication in case the device that contained your Two-Factor method is not available. These codes should be saved and stored in a safe place.

Set Up Backup Codes

  1. Go to Settings > Manage Users
  2. Click Edit next to the user that needs to be reset
  3. Scroll to Multi-Factor Methods
  4. Click Add/Edit beside the Backup Codes section
  5. You may be prompted to re-authenticate as these are sensitive security areas
  6. Click Generate Backup Codes
  7. Copy and Save these codes in a safe place

Agency Administrators can retrieve users in their agency's backup codes for them if a user has no access to their codes.

Retrieve a User's Code

  1. Go to Settings > Manage Users
  2. Click Edit next to the user that needs to be reset
  3. Scroll to Multi-Factor Methods
  4. Click Add/Edit beside the Backup Codes section
  5. Click View Backup Codes

 

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