Accessing your User Account Details and Two-Factor Authentication

If you or your employees need to manage your account user name or email address, you can do this by accessing your 'My account' settings. This option is accessed by clicking your name in the top right hand corner:

The 'My Accounts' page has the following settings:

• Account details - Includes the following fields:
  • Name
  • Email Address
  • Time Zone
  • Password;
  • API key;
  • Marketing/Product Updates opt-in;

Any of the above settings can be amended from this screen. Once you have made any desired changes, simply click the 'Save' button. 

• Two-Factor Authentication and Google Authenticator (explained in detail further below).
• Related businesses - This will show both business and employee self service portals that the user has direct access to. 
• Terms and conditions
• Privacy policy

Two-Factor Authentication 

Two-factor authentication (2FA) provides an additional layer of security and makes it harder for attackers to gain access to your account. If you are a full access user, it may be essential that you complete the 2FA procedure as a business requirement before you can access your account.

You will know that this is the case when you try to log in and see the following screen:

The above users will be unable to log into the payroll platform until at least two 2FA options have been enabled. Of these options, email is mandatory. 

To enable 2FA you will need to confirm your email address, in addition to your mobile phone and/or Google authenticator as follows:

Confirming email address

The email address entered in this field is the email address used for your account. If you need to change this, you must do so from the "Email Address" field at the top of the screen. When you click on "Confirm Email Address" you will be sent a confirmation request via email. Clicking on the link contained in the email will act as confirmation of your email address.

Adding mobile phone  

We do not auto-populate mobile numbers for security reasons. As such, users will always need to enter their number in this section. The number format required is the country code plus the number (i.e.  +60xxxxxx). The country code will default to the country set for the white label. Once you enter your mobile phone number, click on "Send Confirmation Code". You will be sent a code via sms - this code will need to be entered in the field specified and then click on "Confirm".

Once either or both of the above settings are confirmed, you will notice that the "Enable Two-Factor Authentication" button is activated and can be clicked on. When you do click on the button the following popup will appear:

Google Authenticator

To enable Google Authenticator you'll need to open the Google Authenticator app on your phone, then click the 'Configure Google Authenticator' link on the web page.

You'll then need to scan the barcode or QR code. Below is an example (the barcode has been blurred as it is only for demonstration purposes):

Enter the 6-digit code that is shown in the app, and click 'Enable'. 

You will then be redirected to the main login screen. After you have logged in you will be taken back to the "My Account" screen where you will see that 2FA has been enabled:

Any full access user, restricted user and employee user can choose to opt-in and enable 2FA for their account. To do this follow the same instructions as above.

If you have any questions or feedback, contact us via support@yourpayroll.io