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How to Set Up, Change, or Reset your Two-Factor Authentication (2FA)

This tutorial provides instructions on how to set up, change, or reset Two-Factor Authentication (2FA) for a portal user in the etherFAX Client portal.


Info, Notes and Warnings

Two-Factor Authentication is required upon first sign-in and is required in order to navigate the portal.

You can optionally set up a Fallback Number. This will allow you to change your 2FA when prompted should you no longer have access to your primary method of getting your 6-digit code.

This is only available when toggled and when the Google Authenticator method is selected.

Failure to set up Two-Factor Authentication will prevent navigation around the etherFAX portal until its completion.


Prerequisites

Before reading these instructions be sure that the following prerequisites are met:

  • An etherFAX account.

  • An etherFAX portal user.

  • A method to set up 2FA.

    • A phone number to receive SMS messages, or

    • an application that supports a QR Code method of Two-Factor Authentication.


Instructions

How to set up two-factor authentication—first sign in

  1. Sign into the etherFAX Client portal at https://clients.connect.etherfax.net.

  2. You will be taken to the Manage Two-Factor Login page where you will be presented with two options: Google Authenticator App or SMS for Two Factor:

Google Authenticator is not a required option. As long as the application you wish to use can take QR codes, it will work.

Always check with your company's security team on approved 2FA applications before implementing this method.

  1. Follow the instructions on your selected option. Either option will prompt you to enter a six-digit code.

The QR Code will be instantaneous within your application while the SMS method is dependent on delivery to the number provided.

  1. Enter the 6-digit code before the allotted time has passed and click Verify.

  1. Once your code is verified, you will be taken to the portal dashboard along with a confirmation message:

You have now successfully established Two-Factor Authentication!


How to change your two-factor authentication—after having established 2FA previously

  1. Sign into the etherFAX Client portal at https://clients.connect.etherfax.net.

  2. Once signed in, click on your arrow near your username on the bottom-left corner, and then click Manage Two-Factor:

  1. Since Two-Factor Authentication was set up prior, one option will be ENABLED while the other is DISABLED.

Depending on the change you would like to make, you can click Manage to change details on that method or click Set Up Now to use the alternate method.

  1. Follow the instructions on screen to complete your Two-Factor Authentication changes.

You have now successfully changed your user’s two-factor authentication!


How to reset your two-factor authentication

This method requires the Fallback Number option to have been enabled when selecting the Google Authenticator method.

Attempting to perform these steps while not having a Fallback Number saved will not be possible.

  1. Sign into the etherFAX Client portal at https://clients.connect.etherfax.net.

If you don’t have access to the device you had used to set up two-factor authentication, then you will need to contact etherFAX Support (support@etherfax.net) with an authorized user for assistance.

  1. On the next screen, you will be prompted to enter your verification code. Instead, click Reset two-factor authentication:

  1. A message will appear asking you if you’d like to be sent a reset code to the phone you have configured as your fallback number.

    If you see this option and have access to the phone you used during this setup, click Send Reset SMS code:

If you accidentally click out of the Reset Two-Factor window, just click the Reset Two-Factor button on the page. It will prompt the window to pop out once more asking for the six-digit code.

  1. A six-digit code will be received at that mobile device, input those numbers and click Reset Two-Factor.

  2. If you have input the correct code within the allotted 10 minutes, you will be taken to the Manage Two-Factor Login page.

    You will be presented with two options: Google Authenticator App or SMS for Two Factor:

  1. Follow the instructions provided when selecting your option.

You have now successfully reset your two-factor authentication!


Ending Notes and Details

In the How to reset your two-factor authentication steps—resetting Two-Factor Authentication without etherFAX assistance is only available to those who set up Two-Factor Authentication using an application.

Those using SMS for Two-Factor Authentication will not have this option available.

Issues with two-factor authentication can be aided by etherFAX support. Due to security concerns, only users that are verifiable as having an affiliation with the account are able to request this assistance.

If your organization primarily works with an etherFAX partner for your account—they may also be able to assist in your request.


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