Multi-factor authentication is a security feature included with some of our plans.
Multi-factor authentication
Multi-factor authentication (MFA), similar to 2FA, provides an additional layer of security to your AgencyAnalytics account by requiring users to verify their identity using an emailed code.
This added layer of security reduces the risk of unauthorized access to your client's marketing data, providing peace of mind for you and your clients.
The Admin of a Perform account can manage MFA settings account-wide, while individual users can only manage their own MFA settings.
Manage MFA Settings for new users
First, click the user icon in the top right then click Profile from the dropdown.
Locate the Security header on the settings page, then click Multi-factor Authentication. From here, click Manage User's MFA to view or change MFA settings.
On the Manage Users' MFA page, click the relevant toggle at the top of the MFA user table. If the toggle is gray the setting is off, if green the setting is on for new users of that type.
In the confirmation popup click Update to confirm this change.
All newly created Staff or Client users will now have MFA turned on by default, requiring them to enter in an emailed code to verify their identity each time they login.
Manage MFA Settings for existing users
If users were invited to your account prior to enabling multi-factor authentication, these users will need MFA manually enabled.
From the same Manage Users' MFA page you can view all existing staff and client users, as well as their current MFA status.
To enable MFA for all existing users click the checkbox to the left of the Name column, then click Enable MFA. To enable MFA for specific users, simply check the box next to each individuals name instead. Click update in the verification popup to confirm these changes.
Once enabled the users MFA status will update to reflect this. Going forward these users will now be required to authenticate via emailed code each time they login.
How to enable MFA as an individual
From the MFA page, click the Enable button on the far right to enable Multi-Factor Authentication for your user account.
Click Continue to send a verification code to the email address associated with your AgencyAnalytics user account.
After sending, the email step will show a checkmark to indicate the email was sent.
Next, locate the email in your inbox and copy the 6-digit code we sent. Return to the MFA page, then enter this code in the verification field. Click Verify to submit the code.
Once the code is entered and the account is successfully verified, the MFA page will display an Enabled tag next to your email address.
Disable Multi-Factor Authentication
To disable MFA on your user account, go to the Security Center > MFA page. Once there, click the red Disable button to the far right of the verified email address.
In the pop-up window, confirm this action. Once you have done so, MFA will be disabled on your user account. To re-enable it, you will need to follow the set-up steps again.