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Using Two-Factor Authentication

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Jake Crown
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SharpSpring supports and recommends two-factor authentication, as it vastly improves account security. SharpSpring's two-factor authentication works together with applicable authenticator applications to generate a security tokens. When passwords and security tokens are used together, it becomes much more difficult to lose control of an account.

This article will detail how to configure and use two-factor authentication for SharpSpring accounts.


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For Administrators: Setting Two-Factor Authentication Requirements

Two-factor authentication security tokens provide additional layer of protection to users' accounts. Administrators can require that all users in their SharpSpring instance use two-factor authentication. Administrators can also remove the requirement as needed.

To set two-factor authentication requirement for an instance, do the following:

  1. Click  12personas.png  User Menu > Settings in SharpSpring's top toolbar.
  2. Click Company Profile, located under My Company in the left panel.
  3. Scroll down to the Security section.
  4. Set the Require Two-Factor Authentication for All Users toggle to either On or Off.
  5. Click Save Settings.
   Click to enlarge.

Once the toggle has been set to On and the settings saved, users who have not already configured two-factor authentication in their accounts will will be prompted to do so prior to signing in.


For Administrators: Resetting User Two-Factor Authentication

In the event that users do not have access to authenticator apps, administrators can reset their two-factor authentication. 

To reset users' two-factor authentication, do the following:

  1. Click  12personas.png  User Menu > Settings in SharpSpring's top toolbar.
  2. Click User Accounts, located under My Company in the left panel.
  3. Locate the desired user.
  4. Click  12more.png  More Options > Reset two-factor authentication.
  5. Click Reset.
   Click to enlarge.
 
Note: Contact SharpSpring Support for assistance with two-factor authentication in the event that users still cannot log in after you have reset their authentication.
 


Opting In to Two-Factor Authentication

If two-factor authentication is not required for your SharpSpring instance, you can still opt in and use two-factor authentication for your account. This way, you are still protecting your account and doing your part to prevent external intrusions.

 

Types of Two-Factor Authentication

When setting up two-factor authentication you will be prompted to choose one of the following options:

  • Okta Verify - Download the Okta Verify app (for Android or Apple) to your mobile device so you can verify your identity by approving a push notification sent to your device.
  • Google Authenticator - Download the Google Authenticator app (for Android or Apple) to your mobile device to generate a one-time code for you to enter when logging into your account.
  • SMS Authentication - Enter your mobile phone number so you can receive a text message with a one-time code for you to enter when logging into your account.
  • Voice Call Authentication - Enter a phone number so that you can receive a phone call with a verbal one-time code for you to enter when logging into your account.

Enabling Two-Factor Authorization

To enable two-factor authentication, do the following:

  1. Click  12personas.png  User Menu > Settings in SharpSpring's top toolbar.
  2. Click My Account, located under My Account in the left panel.
  3. Scroll down to the Security section.
  4. Click Enable.
  5. Enter your SharpSpring account credentials.
  6. Choose Setup for your desired two-factor authentication method.
   Click to enlarge.
 
Note: While there are many different authenticator apps available, SharpSpring recommends using Google Authenticator. 
 

 

Setting up Okta Verify

If you're already using Okta Verify and need help adding a new account, please visit Okta's Support.

  1. Select if you have an iPhone or Android device.

  2. Download the Okta Verify app from your device’s app store and click Next.

  3. Open the Okta Verify app on your device and click the plus sign (+) in the top right to add an account.

  4. Select the Organization account type.

  5. Click Scan a QR Code and then use your device’s camera to scan the QR code provided during the MFA setup.

  6. Click Done.

  7. Optional: Click Setup to set up an additional secondary factor for the next method you want to enroll in.

  8. Click Finish.

    

 

Setting up Google Authenticator

If you're already using Google Authenticator and need help adding a new account, please visit Google's Support.

  1. Select if you have an iPhone or Android device.
  2. Download the Google Authenticator app from your device’s app store and click Next.
  3. Open the Google Authenticator app on your device and click Get started.
  4. Click Scan a QR code.
  5. Use your device’s camera to scan the QR code on the screen.
  6. Click Next.
  7. Enter the code from the Google Authenticator app.
  8. Click Verify.
  9. Optional: Click Setup to set up an additional secondary factor for the next method you want to enroll in.
  10. Click Finish.
    

 

Setting up SMS Authentication

Note: Text and data rates may apply.

  1. Enter your phone number.

  2. Click Send code.

  3. Enter the code you received on your mobile device.

  4. Click Verify.

  5. Optional: Click Setup to set up an additional secondary factor for the next method you want to enroll in.

  6. Click Finish.

    

 

Setting up Voice Call Authentication

  1. Enter your phone number.

  2. Click Call.

  3. Answer the call on your phone to hear a one time security code.

  4. Enter the code provided.

  5. Click Verify.

  6. Optional: Click Setup to set up an additional secondary factor for the next method you want to enroll in.

  7. Click Finish. 

    

 

Disabling Two-Factor Authentication

If you would prefer to rely on what security that passwords alone provide, you can disable previously enabled two-factor authentication. Be aware that, if you intend on reenabling two-factor authentication at a later date, you will need to complete the full authentication process again.

To disable two-factor authentication, do the following:

  1. Click  12personas.png  User Menu > Settings in SharpSpring's top toolbar.
  2. Click My Account, located under My Account in the left panel.
  3. Scroll down to the Security section.
  4. Click Disable.
   Click to enlarge.

 

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