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Two-Factor Authentication (2FA) and Single Sign-On (SSO)

Here's how to activate your two-factor authentication and, if your firm supports it, get help to get Botkeeper connected to your single sign-on (SSO). 

Contents

  1. 2FA overview
    1. Setting Up 2FA
  2. Changing 2FA Method
    1. App to Text
    2. Text to app
    3. Resetting 2FA
  3. 2FA Troubleshooting
    1. Authenticator App
    2. Text Message
  4. Single Sign-On
    1. Jump to SSO

Understanding Two-Factor Authentication

Two-Factor Authentication (2FA) is an additional layer of security that provides an extra step to verify your identity when logging into an online account or system. It requires you to provide two different types of authentication factors, typically something you know (such as a password) and something you have (such as a verification code sent to your mobile device). Enabling 2FA in the Botkeeper Operating System (BOS) adds an extra layer of protection to your account, making it more resistant to unauthorized access and enhancing the security of your data.

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Setting up 2FA

You'll be prompted to set up your 2FA once you've activated your account by establishing your password and providing your first and last name.

When setting up your two-factor authentication (2FA), you have a choice between receiving a verification code by text message, or using an authenticator app such as Duo Mobile or Google Authenticator. 

Authenticator App (recommended): Download your chosen app to your mobile device. You can scan the QR code that appears in the prompt as shown below, or copy and paste the provided code into the app to sync it.

1st Time 2FA setup

Text Message: Enter your mobile phone number as indicated, and click Confirm.

text message 2FA

Once confirmed, you'll receive a text message containing a code. Enter the code as shown below, and click Confirm. Your login setup is now complete.

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If you wish to change your 2FA method (App vs. Text or Text vs. App)

You may like or need to change your 2FA verification method.  Reference the appropriate section below to change your 2FA verification method accordingly.

Change From Authenticator App to Text Message

To change your authentication method from Authenticator App to Text Message take the following steps:

  1. Click your Profile picture in the top right corner of the portal window:
  2. From the drop down list that appears, select the Profile button:
  3. Navigate to the Security Details section of the window:
  4. Note the current Two-factor authentication (2FA) method currently elected.
    1. In the screenshot above, this user has elected the Authenticator app method and would like to change it to the Text Message method.
  5. Click the Change button from this section and the following window will appear:
  6. Enter the phone number you would like the authenticator code sent to in the Phone number field.
  7. Click the Confirm button.
  8. Enter the verification code that was just texted to the phone number you entered in step 6 into the verification code field:
  9. Click the Confirm button.

    You have successfully changed your 2FA verification method from the Authenticator App to Text Message. The next time you log into the system you will be prompted to enter your verification code with this new method.


    Change from Text Message to Authenticator App 

    To change your authentication method from Text Message to Authenticator App take the following steps:

    1. Click your Profile picture in the top right corner of the portal window:
    2. From the drop down list that appears, select the Profile button:
    3. Navigate to the Security Details section of the window:
    4. Note the current Two-factor authentication (2FA) method currently elected.
      1. In the screenshot above, this user has elected the Text message method and would like to change it to the Authenticator method.
    5. Click the Change button from this section and the following window will appear:

    6. Open the authenticator app you would like to use.
      1. If you do not already have an authenticator app on your phone you will need to download one from your phones app store and return to complete this step and the following steps.
    7. Using your authenticator app instructions, setup your authentication code for your portal account user.
    8. After your authenticator app is setup click the Confirm button and the following window will appear:

    9. Enter the verification code from your authenticator app that you just setup:
    10. Click the Confirm Code button.

      You have successfully changed your 2FA verification method from the Text Message to Authenticator App. The next time you log into the system you will be prompted to enter your verification code with this new method.

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      Resetting 2FA

      For others (Only Partner Admins can do this)

      1. Navigate to the Global view (no client selected)
      2. Click on Client & User Management
      3. Click on the Users tab
      4. Find the user who requires a 2FA reset
      5. Click on the three dots, from the Action column of the user requiring 2FA reset
      6. Click on Reset 2FA
      7. The next time the user logs into the platform they will be prompted to set up their 2FA.

      For yourself

      Contact a firm Partner Admin for assistance.

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      2FA Troubleshooting

      If the authenticator app stops working or you can't get a code

      If your 2FA verification method is set to the Authenticator App and you are not able to receive your verification code (or the code fails to work), contact a firm Partner Admin for assistance in resetting your 2FA.

      If your text authentication stops working or you can't get a code

      If your 2FA verification method is set to Text Message and you have not received your verification code (or the code fails to work), take the following steps to correct this:

      1. From the Verification Code window shown during your account log in, select the Resend button option as seen in the screenshot below:

      2. Navigate to the text message app on the phone used for your 2FA verification.
      3. Locate the text message that contains your user’s verification code.
      4. Copy the verification code from within the text message.
      5. Navigate back to your accounting portal.
      6. Paste the verification code in the verification code field.
      7. Click the Complete Login button.

          If you have any additional issues accessing your verification code via text contact your firm Partner Admin for assistance in resetting your 2FA.


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          Single Sign-On (SSO) Integration

          Single Sign-On (SSO) integration simplifies user access to multiple applications by allowing them to use a single set of login credentials. In the context of Botkeeper, SSO integration offers enhanced convenience and streamlines user authentication across various platforms.

          To learn if SSO integration is an option for your firm, submit a help ticket. The Botkeeper team will assist you. Regardless of whether your firm integrates Botkeeper into its SSO, all users must use 2FA.