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Setting Up Two-Factor Authentication (Essentials)
Setting Up Two-Factor Authentication (Essentials)

How to set up two-factor authentication on a staff members login using either an authentication app or SMS

Ghie avatar
Written by Ghie
Updated over a week ago

Overview

This guide is for setting up two-factor authentication on your Fergus login.

If you're not familiar with two-factor authentication, we recommend checking out our help article What is Two-Factor Authentication?

Please note the Authy app can only be set up using the desktop version of Fergus. If you're setting up two-factor authentication on the Fergus mobile app, you'll need to use SMS as your two-factor authentication.

This article will cover both authentication options, although you will only need one:

  • Two-Step Authentication using an authentication app (Authy)

  • Two-Step Authentication using SMS

Setting up Two-Factor Authentication with Authy

Note: While we recommend Authy, you're welcome to use another authentication app if you prefer. The setup process for other apps is similar to Authy.

Installing Authy

  1. Open your phones app store and install the Twilio Authy app. Alternatively, you can download the desktop version of Authy.

  2. Open Authy and enter in your mobile number and email address.

  3. Select how you'd like to verify your phone is active, either via SMS or phone call. We recommend SMS.

  4. Once the SMS is received, either type the code into Authy or select the link in the SMS message. The latter option might ask you for permission to open the app, in which case confirm yes.

Note: If you've installed Authy on your desktop, remember to update your mobile number in Authy's settings whenever your number changes.

Adding Fergus to Authy

1. Login to your Fergus account. If you don't have two-factor authentication set up on your profile you will be taken straight to the two-factor authentication setup page.

2. Select Enable two-factor authentication to begin.

3. Select Use a Auth App as your security method and press Continue.

4. Fergus will prompt you to install an authentication app if you don't have one. Since you installed one in the section above, press Continue.

5. Back in your phones Authy app, press the plus symbol " + " to add a new authenticator account to your Authy app and then press Scan QR Code. You may be prompted to give Authy permission to use your devices camera for this.

6. Scan the QR code displayed on Fergus into Authy. Once a security code appears on your Authy app, press Continue in Fergus.

Alternatively, you can enter your key in manually, then enter the Account Name & Key showing on Fergus into Authy and turn on Time-Based in Authy.

7. Enter the 6-digit security code that appears in Authy into Fergus and press Continue.

8. Success! Your two-factor authentication is now set up and all future logins will now require you to enter a security code found in your authenticator app.

Set Up SMS Authentication

1. Login to your Fergus account. If you don't have two-factor authentication set up on your profile you will be taken straight to the two-factor authentication setup page.

2. Select Enable two-factor authentication to begin.

3. Select Use Text Message (SMS) as your security method and then press Continue.

4. Enter your mobile number and then press Send.

5. Check your phone to retrieve the security code sent to you via SMS. Enter the security code into Fergus and press Continue.

6. All done! Your two-factor authentication is now enabled and all future logins will require you to enter in a security code sent to your phone via SMS.

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