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Require two-step sign-in for everyone

Needs setupFor: AdminAccess: Admin

Turn on the firm requirement and reset a colleague's two-step sign-in.

Settings Security: a notice that two-factor authentication is not configured, a Require two-factor authentication for every colleague checkbox, and each colleague's access level and two-factor status.
Settings > Security.

Once it is set up, go to Settings > Security:

  • Tick Require two-factor authentication for every colleague. Anyone without it is taken to set it up the next time they open a page.
  • The list shows who has set it up.
  • If someone loses their phone, press Reset beside their name. They set it up again at their next sign-in.

Still need help?

Ask your firm's BMS admin first: they can see your access level and your firm's settings. Clients of a firm should contact their accountant.

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