Two-factor authentication adds an extra layer of security to your Tribe CRM account by requiring a second verification step when logging in. It is useful when you work with sensitive data or want to reduce the risk of unauthorised access. You might use this feature because it is required by your organisation or as a personal security preference. By following this guide, you will understand what two-factor authentication is, how to activate it, and what to do if you can no longer log in.
Table of Contents
What Does Two-Factor Authentication Do?
How Do You Activate Two-Factor Authentication As An Administrator?
How Do You Activate Two-Factor Authentication As A User?
What Should You Do If You Can No Longer Log In With Two-Factor Authentication?
What Does Two-Factor Authentication Do?
Two-factor authentication (2FA) verifies your identity using two separate steps when you log in. In addition to your username and password, you must enter a temporary code generated by an authentication app. This significantly reduces the risk of compromised login details being misused and supports stricter security requirements.
How Do You Activate Two-Factor Authentication As An Administrator?
Administrators can require two-factor authentication for all users within the organisation.
Click Configuration.
Select Security Settings.
Enable the option to require Two-Factor Authentication for the organisation.
Set the validity period for the PIN code.
By default, the PIN remains valid for one hour. During this time, users do not need to re-enter a new code when logging in again. After the validity period ends, a new code is required.
Note: When two-factor authentication is mandatory, users cannot disable it themselves.
How Do You Activate Two-Factor Authentication As A User?
If two-factor authentication is not enforced by an administrator, you can enable it for your own account.
Open Tribe CRM.
Click your Profile Icon or Initials in the top bar.
Select Two-Factor Authentication.
Enable Two-Factor Authentication using the slider.
Download the Google Authenticator app when prompted.
Open the app and select Get Started.
Choose Scan QR Code and scan the QR code shown in Tribe.
Enter the generated code from the app to complete the setup.
Once enabled, you must enter a new code from the authenticator app each time you log in, depending on the validity period set.
What Should You Do If You Can No Longer Log In With Two-Factor Authentication?
This can happen if you change phones or no longer have access to the authenticator app.
In this situation, an administrator must temporarily disable two-factor authentication for your user account.
Steps For The Administrator:
Click Configuration.
Select Collaborators.
Open the relevant user.
Click Disable Two-Factor Authentication.
The user can now log in with their username and password. During the next login, they are prompted to scan a new QR code to set up two-factor authentication again.
Did you know?
These steps also apply if a user closes the QR code screen before completing the setup.
Quick Summary
Two-factor authentication adds an extra security step to logging in to Tribe CRM. Administrators can enforce it for the entire organisation, while users can enable it themselves when allowed. If access is lost, an administrator can reset two-factor authentication so it can be set up again.