Two-Factor Authentication (2FA) — Simple Guide
Two-Factor Authentication (2FA) adds an extra layer of security to your Salesmsg account. It helps protect your data by requiring two steps when you log in - your password and a verification code.
Why Use 2FA?
Passwords alone can be stolen or guessed. With 2FA turned on, even if someone knows your password, they can’t access your account without the second verification step. (This is a best practice for online security.)
How to Turn On 2FA
1. Enable for Your Personal Account
Go to Profile and select Settings in Salesmsg.
Under your Personal Settings select the Security section.
Choose your preferred method (described below).
Follow the on-screen steps to complete setup.
2. Enable for Your Whole Team
If you’re an admin and want everyone to use 2FA:
Go to Profile and select Settings in Salesmsg.
Select the General section
Scroll down until you see the Security section
Turn on "Require two-step authentication for your team
Every team member will then be prompted to set up their own method on next login.
2FA Options You Can Choose
You can set up one or more of these verification methods:
SMS Codes – A short code sent to your phone via text.
Email Codes – A code sent to your email address.
Authenticator App – A code generated in an app (like Google Authenticator or Authy) on your phone.
➡️ Using an authenticator app is generally more secure than SMS or email, because apps generate codes locally and can't be intercepted.
Skip 2FA on Trusted Devices
When you log in, you may see a checkbox that says “Remember This Device.”
If you check it, you won’t be asked for a 2FA code again on that device for 14 days — making login faster while keeping things secure.
Admins: See Who Has 2FA Enabled
As an Admin, you can view the 2FA status for team members from your Members Settings page. That helps you ensure everyone is protected.
Frequently Asked Questions
How do I change the phone number used for two-factor authentication (2FA)?
You can’t change the 2FA phone number directly from the security settings.
If you’re using SMS-based 2FA and want to switch to a different phone number, here’s what to do:
Update your phone number in your account profile.
Turn SMS 2FA off, then turn it back on to use the new number.
If you’re unable to update your phone number or run into any issues, our support team can help. Reach out to support and they’ll walk you through the next steps.
💡 Tip: You can also use email or an authenticator app for 2FA if you prefer not to rely on SMS.
Need Help? ✋🏻
Contact us on live chat or send an email to us at [email protected].