Account security and MFA

Turn on MFA for the signed-in user and see which security controls are actually on the User Settings screen.

Who can use this. User Settings opens for a super admin or an admin. MFA applies to that signed-in user.

Before you start. You need a phone number that can receive the verification code. This dashboard build does not show a control that skips MFA, prints backup codes, or signs in without the second step.

Steps

  1. Open Settings. The address is User Settings.
  2. If the tabs overflow on a phone, swipe the tab row. The hint says: Swipe the tabs left or right to see all settings sections.
  3. Open the MFA tab.
  4. Turn on Enable 2FA. The screen says: 2-Factor Authentication adds an extra layer of security to your account.
  5. Enter your phone number and save. A success message says Settings saved successfully.
  6. To change the number later, use Edit number. The screen shows 2FA is enabled and the number codes are sent to.
What you seeMeaningWhat happens next
Enable 2FAStarts phone verification for this user.Later sign-in asks for a code to that number.
Enter your phone numberThe destination for codes.Saving stores that number for this user.
Edit numberReplaces the number on file.Codes go to the new number after you save.
ConfigurationsBusiness switches such as fraud prevention and 3D Secure, using the titles returned for your business.See the configurations article.
NotificationsWhich emails this user is subscribed to.See the notifications article.
Business LogoUploads the logo used for the business.Does not change the card statement name.

After you save or submit. Saving MFA does not change old payments. It changes the next sign-in for this user.

Example. Example only: Jordan, an admin at Example Cafe, opens Settings, MFA, turns on Enable 2FA, and enters a fictional mobile number. The next sign-in asks for a code. There is no button labeled skip two-factor authentication.

Troubleshooting

  • You cannot find Settings. Only a super admin or an admin sees Settings.
  • You wanted to bypass MFA. Do not. This dashboard does not offer a bypass, a backup-code login, or a way to turn MFA off for a teammate from a hidden screen in this menu.
  • You wanted to change the login email or password here. Those forms are not tabs on User Settings. The tabs are Configurations, Notifications, Business Logo, MFA, and, for a Castle terminal business, Batch Settlement and Terminal Settings.

Related

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