Multi-Factor Authentication

 

Agents in Textline can add Multi-Factor Authentication (MFA) to their profile to make their logins more secure.  This is something that every Agent should have for all of their logins, not just Textline, as it makes it harder for bad actors to get access to your business’ tools.

In terms of Textline, what MFA means is we have added ways for agents to receive a one-time passcode for the Agent to enter after signing in with their username and password.  Textline allows Agents to receive one-time passcodes over email, SMS, and/or through an authenticator app (such as Duo or Google Authenticator). So let us get to how to get MFA setup for your Textline profile.

Setup

  1. To set up Multi-Factor Authentication for the first time, login to Textline and head to your user profile.
  2. Once on your profile page, click on the tab at the top for Authentication auth_overview.png
  3. On the Authentication page, you will see the three methods to deliver a one-time passcode.  To start using MFA, you will need to turn on at least one method. If you see a method greyed out or not available, contact the admin in your Textline account as they have disabled this method for delivering one-time passcodes.
  4. To turn on a method, you’ll be asked to enter a code to confirm the setup.  For the email and SMS methods, messages will be sent to the address you enter. For the Authenticator App, you’ll see a QR code to scan by your app.  The app will then give you a time-based one-time passcode to enter into Textline for confirmation.
    sms_confirmation.pngapp_setup.pngemail_confirmation.png
  5. Once one method is turned on, you will be prompted to enter the code the next time you log in to Textline.  If you enable more than one method, you will be allowed to request delivery by another method as a backup.

For more information on each of the authentication methods, check out the sections below.

Authenticator App

Authenticator Apps are a great way to generate one-time passcodes as they can be generated without needing cellular service (required for SMS passcodes) or logging into an email app.  For Textline, you can use any Authenticator App that can scan a QR code. This includes phone-based apps like Google Authenticator and Duo and password managers like 1Password and LastPass.

SMS

SMS based one-time passcodes are some of the most popular forms of Multi-Factor Authentication as it provides a true second form of authentication and doesn’t require a user to download an app. For Textline, we will use the phone number in an Agent’s profile, so if you don’t have one there already, setting up MFA through SMS will prompt you to enter a phone number.  Once you have added a number, one-time passcodes will be sent to your phone and you’ll need to check your SMS inbox for the codes to enter into Textline.

Email

This is the easiest of all the one-time passcode delivery methods as all Agents in Textline require an email address.  By turning on email as a method for delivering one-time passcodes, Agents will need to check their email inboxes for an email from Textline containing the passcode to enter after they have signed in with their username and password.

Multiple Authentication Methods

If an agent sets up multiple delivery methods, Textline has a hierarchy for preferred methods and it goes Authenticator App > SMS > Email.  What this means is if you have App and Email configured, Textline will ask for the code from the App first and if you want to use email instead, you will need to click the link below the box to trigger an email with the code.

multiple_methods.png

Resetting Multi-Factor Authentication

If you lose access to your phone or deleted your authenticator app and can no longer receive your one-time passcode, you’ll need to reach out to your Textline Admin to reset your Multi-Factor Authentication setup.  They can do this by going to Settings -> Team Settings -> Agents and finding your profile.  Once in your profile, they can reset your setup in the actions dropdown to the top right.

reset_mfa.png

If you are an admin, another admin on your account may reset your MFA setup. If you are the only user or only admin on your account, please reach out to Textline Support for the next steps.

You can also set up others to reset MFA configurations by creating a custom role and setting the "Can update agents" permission to something other than Me.

 

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