Introducing 2-Step Security
We know how important your business data is, so we’re introducing a smart and simple way to better protect it.
It’s called 2-Step Security, and basically means we’ll do a second check whenever someone tries to log in from a new, untrusted device we haven’t seen before.
When this happens we’ll send a security code to that account’s mobile phone and require the user to enter that too. You’ll only need to do this once on each device you want to use, and you can revoke trust from devices at any time via settings.
This means once set up, you’ll be able to carry on as normal, knowing that you’ve got much better protection and control over who can access your data.
Common Questions About 2-Step Security
Am I Required to have 2-Step Security Enabled?
Some accounting packages like Xero, MYOB and QuickBooks, are required by law to have a certain level of security in order to communicate with local tax authorities. This also means software like Tradify that integrations with accounting packages, also has to provide the same level of security. In these cases, 2-Step Security will not be optional for you or your staff members, ensuring that your business is always fully compliant.
What Happens If I Lose A Device Logged In To Tradify?
You can easily reset the login for these devices via Settings > Security > Reset All Trusted Devices. If you don’t have any other devices already using Tradify then contact our Support team.
How Long Are Devices Trusted For?
Tradify will trust a device until you reset devices via Settings.
What Happens If I Want To Change My Phone Number?
You can easily change the number used for 2-Step security via Settings > Security > Change Phone Number.
What Happens If I Want To Access A Staff Members Account?
If you need to access a departed or absent staff members account, and you do not have access to their phone. You can log in as the account administrator and reset their 2-Step Security settings, along with their email and password. You can then sign in as them, and set your phone number to receive the security code.
If I Am A Partner With Access To Many Companies, Do I Need To Use 2-Step Security Every Time
No, you just need to log in to your partner account using 2-Step Security, and then you can switch to other companies as you have done previously, without any extra steps