Select Account Administration > Security... > Two-Factor Authentication.
Click the Edit button.
Click to copy the current settings to another customer associated with your account.
Select the field(s) to edit:
Select the user type(s) to enable the two-factor authentication for:
For all users (Auth Reps, Admins, and Users).
For Admins and Authorized Representatives.
For Authorized Representatives only.
When two-factor authentication is set up and the user selects to remember this device, require logging in with Two-Factor Authentication: (select the frequency)
Every time the users sign in
Once per day
- Once per month
If this setting is changed, two-factor authentication will be required on the next login. Two-factor authentication will always be required when a user logs in from a new device or browser, or when using Incognito or Private Browsing.
Select the Allowed Authentication Methods:
Device Authentication: This method requires additional hardware to support it (Windows Hello, Face ID, Touch ID).
Security Key: This method requires an additional hardware purchase to support it (FIDO2 and U2F keys).
Authenticator App: This method requires an App download (Google Authenticator, Microsoft Authenticator, Authy, 1Password).
Text Message (SMS): This method requires a mobile phone (Standard carrier messaging or data rates apply).
Important Note: CollaborateMD can not reset a user's two-factor authentication. Users are encouraged to set up multiple authentication methods to allow access when one method is lost or changed.