2-Step Verification

How to connect via 2-Step Verification (also called 2FA or MFA)

Matt Govett avatar
Written by Matt Govett
Updated over a week ago

Audience: Builder/ Supplier/ User

Read time: 7 mins

Article contents: FAQ/ How To/ Video

Intro

For most Buildxact users, 2-Step Verification is an optional security setting on their account. In some jurisdictions 2-Step Verification is mandatory for accounts that connect to accounting packages (For example Australian Xero users).

What is 2-Step Verification

2- Step Verification adds an extra layer of security to keep your Buildxact account and data safe, making it harder for an unauthorized person to gain access to your account. If you have 2-Step Verification enabled, when you log in to Buildxact, you will be required to enter a verification code that is sent to an app on your mobile device.

How to Enable 2-Step Verification

Watch the following video or go through the steps below.
​
​Note: this video covers only the phone login option, if you're struggling with this, the steps below also cover the email verification option.

  1. Navigate to My Profile

2. Toggle on the 2-Step Verification button. To disable 2-step verification toggle this button off.

3. After clicking toggling on the 2-step verification button you will see the following message. To continue working and do the set up next time you log in, click Cancel. To continue with the 2-Step Verification set up, click Log out and set up now.

4. On the login screen, after you enter you email address and password, you will be shown a QR code to scan into an authenticator app on your mobile device. For a list of which authenticator apps we recommend, use the guide below.

Resetting 2-Step Verification as a tenant owner

If you are the Owner (TenantRole = Owner) in the Buildxact subscription plan, you can reset 2-step verification for your other non-owner users.

When viewing the Users page an Owner can see whether the user has 2-step verification enabled (1) and can execute the Reset 2 Step Verification for non-owner users (2).

Once an owner user resets the 2-step verification, the non-owner user will be required to restart the verification process (scanning the QR code etc).


​

Alternatively, if you select Trouble Scanning? you can set up 2-Step Verification via email. Simply select other methods and choose Email.

5. Enter the code provided by your authentication method.

6. Record the recovery code you are provided - this will be needed if you no longer have access to your mobile device.

7. Clicking on the next arrow will confirm the setup of your 2-Step Verification and allow you to log in by clicking 'Continue'.

Logging in with 2-Step Verification

Once your authentication method is set up, when logging into Buildxact you will enter your username and password, followed by the code generated by your authentication method. If you are logging in from the same computer and browser each time, you can choose to only be asked for a code once every 30 days.

  1. On the login page, enter your email address and password. Click Continue.

2. Next you will need to enter your 6-digit code from your authentication method. Open your authentication App and retrieve the code.

3. Selecting "Remember this device for 30 days" will remember your code for 30 days. After 30 days you will need to enter a new code.

Clicking on Continue will log you in to Buildxact.

Logging in with 2-Step Verification - Email

If you don't have an Authenticator App, you can receive your 2-Step Verification Code via email with the following process.

  1. On the login page, enter your email address and click Continue

2. Enter your password and click Log In

3. Next you will be asked to enter your 6-digit code from your authentication method.

Click on Try another method.

4. Click on Email from the list of options

5. You will receive an Email with a 6-digit verification code. Enter the 6-digit code.

6. Selecting "Remember this device for 30 days" will remember your code for 30 days. After 30 days you will need to enter a new code.

5. Clicking Continue will log you in to Buildxact.

Did this answer your question?