Two-Factor Authentication

Two-Factor Authentication adds an extra layer of security to your account. Each time you log into your account once Two-Factor Authentication is active, you'll be required to enter a code after you enter your password. This code is generated at random by a third-party authentication app, or can be sent to you in a text message to your mobile device.

Use this article to learn how to:

  • Set up Two-Factor Authentication to receive your access code in a text message
  • Use an authenticator app to verify access to your account
  • Disable Two-Factor Authentication

Getting Started

To enable Two-Factor Authentication in your CallRail account, please contact our support team. 

Once Two-Factor Authentication is active, you'll enter your authenticator code each time you log into your CallRail account. Each user in your account is able to set up Two-Factor Authentication for their login.

If you incorrectly enter your password or authentication code five times, your login will be locked for five minutes. After five minutes has passed, you can retry your username and password to access your account. If you incorrectly enter your password or authentication code five more times, your login will be locked for an hour. The lock only applies to your username, and won't affect account settings, other users in your account, or your call routing.

You'll receive an email from CallRail any time you activate or disable Two-Factor Authentication, and any time your password is updated.

Verify Using SMS

If you choose to set up Two-Factor Authentication using a text message, CallRail will send a code to your phone each time you log into your account. You'll use this code to verify your access and log into your account.

  1. Select your login initials at the top of the page, then click Profile

    profile.png

  2. Turn the toggle to ON in the Two-Factor Authentication section.

    Screen_Shot_2017-05-09_at_2.30.21_PM.png

  3. Enter your password to confirm your access, then click Submit.

    EnterPassword.png

  4. Select In a text message to receive your authentication code via SMS each time you log into your account.

    Screen_Shot_2017-05-09_at_2.42.58_PM.png

  5. Enter the mobile number where we should send your code each time, then click Next: Confirm Access.

    enter_phone.png

  6. You'll receive a text message to the number you provided in step 6. Enter that code into the Authentication Code field, then click Next: Complete Setup.

    entercode.png

Verify Using an Authenticator App

If you choose to set up Two-Factor Authentication using a third-party app, you'll use a code generated by your app to verify your access and log into your account.

  1. Select your login initials at the top of the page, then click Profile

    profile.png

  2. Turn the toggle to ON in the Two-Factor Authentication section.

    Screen_Shot_2017-05-09_at_2.30.21_PM.png

  3. Enter your password to confirm your access, then click Submit.

    EnterPassword.png

  4. Select In an authenticator app to use a code generated your authenticator app to log into your account.

    Screen_Shot_2017-05-09_at_2.47.04_PM.png

  5. Use your authenticator app to verify your device. You can scan the QR Code presented on this step, or enter the Manual Key generated by CallRail. Then, click Next: Confirm Access.

    verifyoptions.png

  6. Your authenticator app will generate a code for you to enter and to confirm your device. Enter that code into the Authentication Code field, then click Next: Complete Setup.

    entercode.png

Disabling Two-Factor Authentication

Use these instructions to disable Two-Factor Authentication for your login. 

  1. Select your login initials at the top of the page, then click Profile

    profile.png

  2. Turn the toggle to OFF in the Two-Factor Authentication section.

    2FAOff.png

  3. Enter your password to confirm your access, then click Disable.

    Screen_Shot_2017-05-09_at_2.35.55_PM.png

FAQs

Which authenticator app should I use?

Here are a few authenticator apps you can download on your mobile device:

Have more questions? Submit a request

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