Two-Factor Authentication

Two-Factor Authentication adds an extra layer of security to your account. Once Two-Factor Authentication is active, you'll be required to enter a code after entering your password each time you log into your account. 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.

Getting started

Each user in your account can set up Two-Factor Authentication for their login. Devices will be remembered for 30 days, so there's no need to use Two-Factor Authentication each time you log in on a device that has been used before.

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 deactivate Two-Factor Authentication, and any time your password is updated.

Verify using text

If you choose to set up Two-Factor Authentication using a text message, CallRail will text 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. Click the Account icon in the top left to open the My Account panel, then click My Profile.

  2. Choose My Information from the Manage list in the menu on the left.

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

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

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

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

  7. 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.

  8. You'll see a confirmation screen to let you know your login is set up successfully to use two-factor authentication.

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. Click the Account icon in the top left to open the My Account panel, then click My Profile.

  2. Choose My Information from the Manage list in the menu on the left.

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

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

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

  6. 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.

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  7. 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.

  8. You'll see a confirmation screen to let you know your login has set up successfully to use two-factor authentication.

Deactivating Two-Factor Authentication

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

  1. Click the Account icon in the top left to open the My Account panel, then click My Profile.

  2. Choose My Information from the Manage list in the menu to the left.

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

  4. Enter your password to confirm your access, then click Deactivate.

FAQs

Which authenticator app should I use?

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

Why can't I turn on Two-Factor Authentication after signing in with Google?

You can't turn on Two-Factor Authentication within CallRail after signing in with Google. Use Google's instructions for Two-Factor Authentication to add an extra layer of security to your account. 

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