Manage Account

This page describes how to manage your account from the mobile app.

To view your current setup:

1. Go to the main menu

2. In the Manage Account page use the 'Manage Account' link

Manage Account link

View Connected Sites

Your connected sites will be listed at the bottom of the screen under the 'Connected Sites' section.

Open your Contact record

To open your contact records use ths 'Open Contact Record' button.

Configure Multi-Factor Authentication (MFA)

To configure your MFA setup:

1. Use the 'Configure MFA' button

Configure MFA button

Configuring SMS for MFA

To configure SMS for MFA

1. On the Multi-factor authentication Settings page, under the SMS section, use the 'Change' button

2. On the Enable SMS for MFA screen:

3. Enter your mobile number

4. Use the Send Code button to send a code to the mobile number provided

5. Find the text message containing the code in your phone and enter the code you received in the field below the Send Code button

6. Save

Configuring a One-Time Password program

To enable an Authenticator App or password manager (such as Microsoft Authenticator, Authy or 1Password):

1. On the Multi-factor authentication Settings page, under the Authentication App section, click on Set up

2. On the Enable your authenticator app for MFA screen

3. Scan the QR code using your One-Time Password (TOTP) program or get a code to manually enter

4. Enter the code provided into the field below

5. Save

Once you have set up one or more MFA methods, you can choose your preferred method at any time.