Setting up Two-factor Authentication (2FA)
Two-factor authentication (2FA) is a specific type of multi-factor authentication (MFA) that strengthens access security by requiring two methods to verify your identity. These factors include something you know — a username and password — plus something you have — like a smartphone app — to approve authentication requests.
Setting up Two-factor Authentication
To set up two-factor authentication, do the following:
-
Log into the platform.
-
Click the profile icon from the top-right corner.
-
Select Your Profile.
-
Select Two-factor Authentication Settings.
-
Activate two-factor authentication (2FA):
You can set up 2FA by either:
-
Installing Google Authenticator, Authy or Duo – the app you install will generate a six-digit code that regenerates every 30 seconds. Once set up, you will need to enter this code when logging in to the system.
-
Activating 2FA via SMS – Every time you try to log in, you will receive an SMS with a code that you will need to enter.
Related Articles
Enforcing Two-Factor Authentication (2FA) on a Company Level
Security and privacy are our top priorities, and with mandatory two-factor authentication (2FA) you can eliminate the risks of compromised or lost passwords. Enabling this option in your portal will notify and enforce all users in your company to 2FA ...Setting up an Investment Strategy
What is an investment strategy? A strategy is an automated investment mandate that a funder can configure to automatically purchase invoices that meet select criteria. It is currently the only way for funders to make investments on the platform. How ...Setting up Seller Limits
The seller limit is an optional limit and therefore if not set, the system will rely on the Investment Strategy Limit, and the Platform Limit. Creating seller limits Follow the steps below to create a new seller limit: Click the user profile icon. ...Setting up Your Wallet
What is a wallet? A wallet represents a segregated bank account that is used by a funder to finance its investment strategies. If a you as a funder is yet to integrate a real segregated bank account then your wallet is no more than a virtual account ...Managing Funder User Roles and Permissions
As a funder user with admin or Manage Users permissions , you can define roles and permissions for your company. In order to learn how to create users and assign roles to them, check the Creating and Inviting Funder Users page . Creating a new role ...