Reset a Staff Members 2FA number on Tradify

Topic

Sometimes staff members may change their number due to changing phone provider or losing their old phone, when this happens an admin user in Tradify (User with the Settings & Staff Members permissions) can reset the 2FA for the staff member so that they can add a new number when they next login.

Instructions

  1. Navigate to Settings.
  2. Select Staff Members.
  3. Select the staff member who needs their 2FA mobile number reset from the list.
  4. On their profile select Reset 2-Step Security.

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  5. Then select Reset.
  6. Then either you can add a new number in the Mobile field for the staff member or clear it so they can add it themselves when the next login.

Additional Information

For more info on staff permissions, see here: Staff Permissions breakdown

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