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Protect your account with two-factor authentication
Protect your account with two-factor authentication

How to enable two-factor authentication for your account

Allison L avatar
Written by Allison L
Updated over a week ago

Add an extra layer of security to your account by requiring an additional step to log into Housecall Pro. If you opt an employee into two-factor authentication, they'll enter a verification code sent by text.

What is two-factor authentication (2FA)?

Two-factor authentication (also referred to as 2FA, multi-factor authentication, or MFA) is an extra layer of security for your Housecall Pro account. Instead of just entering your username and password at login, you are prompted to also enter a one-time password (OTP) sent via text to the mobile device registered on your account.

This image shows the progression of this feature with three screens. The first image is the mobile (iOS) homepage. The second image shows the sign-in screen, with a username and password entered. The third image shows the "authenticate" screen, which asks a Pro to input a 6-digit code sent to their mobile device.

Why do you need 2FA?

2FA is an added layer of security on top of the use of a strong and unique password. With 2FA in place, an unauthorized user would need access to your device or the code sent to your device in order to successfully log in.

PS: Check out this past Whiteboard Wednesday recording about how to create a safer cyber security presence!

How to enable 2FA

  1. Click the Settings cog

  2. Go to the Login authentication tab

  3. Toggle 2FA to the on state for employees

How to enable 2FA. This visual highlights where in the app to click in order to follow the directions above.

How does 2FA at HCP work?

A few things to keep in mind:

  • Only users with the role of Admin/Owner or the permission of Update Company Information can turn 2FA on for themselves and others

  • When 2FA is enabled for an employee, it will fire every time the employee logs in

  • If enabled, 2FA will work on any platform (web, iOS app, or Android app) being used to log in

  • Users should be upgraded to the latest version of the mobile app they are using to see 2FA on login

Having trouble with 2FA?

Please chat into the blue chat bubble. We route 2FA-related help through a secure support process to make sure no unauthorized users are attempting to access your account. Note: blue chat bubble support is not intended for field techs; if users with the role of Field Tech are having trouble logging in, they will be prompted to reach out to an Admin from their company for support.

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