How to Enable Two-Factor Authentication (2FA) for Portal Access

How to Get Here:

1. Navigate to the detail page for the user or contact you are working on.
2. In the tab menu, click on Dual Auth.

Instructions: To enable 2FA, the contact will need a mobile authenticator app (like Google Authenticator or Authy).

1. Have the contact open their authenticator app on their mobile device.
2. Instruct them to scan the QR Code shown on the screen. This will add their Brilliance CRM Portal account to their app.
3. Alternatively, they can manually enter the Manual Key into their app if they cannot scan the code.
4. Once they have successfully added the account to their app, turn the Enable Two Factor Authentication toggle ON.
5. Click the main Save User Information button at the top of the page.

Expected Result: The next time this contact logs in to the Customer Portal, after entering their password, they will be required to enter the 6-digit code from their authenticator app to complete the login. This significantly increases their account security.