Configuring Two-Factor Authentication (2FA) / Multi-Factor Authentication (MFA)

Configuring Two-Factor Authentication (2FA) / Multi-Factor Authentication (MFA)

Overview

Two-Factor Authentication (2FA) or Multi-Factor Authentication (MFA) is a security feature that requires two distinct authentication methods to verify a user’s identity. It provides an additional layer of security beyond passwords, mitigating the risk of unauthorized access.

In Meritto, 2FA/MFA can be enabled at:

  1. Account Level – Applied to all users within the account.
  2. User Level – Configured individually by users for added security. Thus, ensuring an additional layer of security for all users.

Enabling Two-Factor Authentication (2FA) at the Account Level

Prerequisites: The user (counselor) must have the "Allow users to edit security settings" permission to enforce 2FA at the account level.

Steps to configure

1. Click on “Settings” which appears on the top right of your screen.

2. In the Security section, toggle the “Enable 2FA” button to activate it, and then click save.


3. Once account-level 2FA is activated, this will apply to all users in the account.

Default Email Authentication will be enabled.

Notes
Note:
Users will receive a default 6-digit verification code on their registered email. After logging in with their email and password, they will be prompted to enter the verification code sent to their email.

Enabling Two-Factor Authentication (2FA) at the User Level

1. Log in to your user profile. Navigate to "Security Settings" in your account. On the Security page, find the toggle button named "Secure your Account with 2FA". 

2. Turn on the toggle to activate 2FA for added security.

3. Set up the other 2FA methods at the user level as needed.

At user level, there are three different methods through which a user can enable their Two-Factor Authentication depending on their own preferences - 

  1. Email Authentication: By default, if the account level 2FA is enabled, the users of the account will have email authentication enabled. Email authentication is enabled if the user hasn't selected any other authentication method in their security preference.
  2. Google Authenticator: Download and install the Google Authenticator App on your mobile phone. Click on "Set up Authentication" under the Google Authenticator tab in the Security Settings. Follow the instructions to set up Google Authenticator. Once verified, Google Authenticator will be enabled as your 2FA method

  3. Phone Number Authentication (for Indian Mobile Numbers Only): Click on "Set up Authentication" under the Phone Number Authentication tab in the Security Settings. The screen will display your registered mobile number in "view only" mode. If the phone number is blank, then kindly update your phone number first. Click on Save to complete the Phone number 2FA. Each time you log in, enter the 6-digit verification code sent to your registered mobile number after the Email ID and password step.

Configuring “Remember Me" in 2FA Functionality

Steps to configure

1. Log in to your Meritto Account and enter the 2FA verification code sent to your registered email or phone.


2. After entering the 2FA code, you'll see a screen with two options:

  • Remember me: Skip 2FA for the next 7 days on this device.
  • Ask for 2FA every time: Require 2FA on every login.

 

3. Select "Remember me" to avoid entering the 2FA code for 7 days. Choose "Ask for 2FA every time" to ensure 2FA is required for every login.

Conclusion

You have successfully enabled and configured Two-Factor Authentication (2FA) / Multi-Factor Authentication (MFA) in Meritto. This ensures enhanced security for your account and helps prevent unauthorized access.

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