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LeadSquared Security Settings – Two Factor Authentication

Two-factor authentication (also known as 2FA or Multi-factor authentication) lets you add an additional layer of security to your account. With 2FA, you’ll need to provide another form of authentication in addition to your username and password to access your account. It’s a great way to protect yourself against brute force attacks and hacks even when your password has been compromised.

 

How It Works

When you enable 2FA, Leadsquared sends a One Time Password (OTP) to either your mobile phone or email address. The next time you log in, you’ll be required to enter –

  1. Your username and password
  2. The OTP sent to either your mobile device or email

Note: 2FA is an optional feature. Each user must enable it themselves in their own account.

 

Prerequisites

  • To enable 2FA using mobile, you must ensure that the correct mobile number is saved under your user details. To edit an existing mobile number or add a new one please contact your LeadSquared administrator.
  • Likewise, 2FA can also be enabled through email. To change the email address of your LeadSquared account, contact your administrator.

 

Set Up

Follow these steps to enable 2FA for your account –

  1. From the main menu, navigate to My Profile>Settings>Security>Two Factor Authentication.
  2. Click the slider enable authenticationto enable two-factor authentication*.
  3. Select either the SMS or Email option.
  4. Enter the OTP received on your mobile or email, then click Enable.

2 factor authentication

* You can disable two-factor authentication at any time.

If you want to change the configuration from SMS to Email authentication or vice-versa, click the Change link –

change 2fa config

 

Logging In With 2FA

After setting up 2FA, you’ll be prompted to enter your OTP the next time you log in –

OTP on login

If you don’t receive an OTP, you can re-send it after the 5-minute count-down elapses.

 

Reports

You can access the Two-Factor Authentication report on the UI. It gives you details of users with 2FA enabled versus those with 2FA disabled. You can also see the provider (SMS, Email) used and the list of users with details such as phone numbers and email addresses.

Note: The report can be accessed by Admins, Marketing Users and Sales Managers.

To view the report,

1. On the main menu, navigate to Reports>Reports Home.

reports home

2. Type ‘Two Factor Authentication‘ into the search bar and then select the report from the auto-suggestions –

2fa report search

3. Hover your cursor over each chart or navigate between the tabs for more details.

2fa UI report

 

FAQs

I entered the OTP incorrectly 3 times and am now locked out of my account. What do I do?
LeadSquared automatically locks you out of your account after 3 invalid attempts. However, you can retry after 30 mins.

I’m locked out of my account and can’t get a new OTP. What should I do?
This may happen if you’ve lost your phone or can’t access your email. Don’t worry though, just contact us at support@leadsquared.com.

What else can I do to strengthen my account security?
There are many ways to improve the security of your account. Here are a few basic tips –

  • Change your passwords frequently.
  • Don’t re-use passwords.
  • Don’t share your account’s password with anyone.
  • Don’t click the links on suspicious or unexpected emails.
  • Be careful of what you download from the internet.
  • Beware of phishing attempts.

 

Any Other Questions?

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