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Set up multi-factor authentication

Set up MFA on user accounts

Overview

Fieldguide allows for multi-factor authentication (MFA) to be enabled for firm and client users.

Enable MFA for your firm

  1. Navigate to Admin ⚙️

  2. Click the pencil icon ✏️ next to your firm's name at the top of the page

  3. Enable the MFA toggle and save. All firm users will be required to set up MFA upon the next login.

Note: We recommend communicating this change with your users so they are aware of this expectation on their next login.

Enable MFA for a client

MFA can be enabled at the company level so that all users there are required to use MFA.

  1. Navigate to Clients and select the company from the list

  2. Click the pencil icon ✏️ next to the company name at the top of the page

  3. Enable the MFA toggle and save. All users at this company will be required to set up MFA upon the next login.

Note: We recommend communicating this change with your users so they are aware of this expectation on their next login.

Enable MFA for a user

  1. Navigate to Admin ⚙️ > Users

  2. Select the user from the list

  3. Enable the MFA toggle and save. This user will be required to set up MFA upon the next login.

Disable MFA

MFA can be disabled in any of the above situations by following the same steps and then disabling the MFA toggle.

MFA user setup

Once MFA is enabled, users can follow these steps to set up MFA with their preferred settings.

  1. Log into Fieldguide with an email and password

  2. Scan the QR code to set up your preferred authenticator app (such as Google Authenticator). Or (alternatively), click Try another method to set up SMS MFA (text message).

  3. Enter the one-time code to finish logging in.

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