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Enabling 2-Factor Authentication for your Account
Enabling 2-Factor Authentication for your Account
Jordan Patch avatar
Written by Jordan Patch
Updated over a month ago

With two-factor authentication, you add an extra layer of security to your account. After you set it up, you’ll sign in to your account in two steps using:

  1. Something you know (your password)

  2. Something you have (like your phone)

How to set it up:

  1. Go to the Settings page of your logged in Agent Dashboard and locate Two factor authentication under the login details.

  2. Select ‘Enable two-factor’

  3. Decide whether you’d like to use an authenticator app or SMS.

If using an authenticator app

  1. Download the Google Authenticator app to your mobile device.

  2. Set up according to the app instructions.

  3. Scan the QR code from your HealthSherpa account screen.

  4. Enable 2-factor authentication. Get the code from your Authenticator app. Scroll down to the Verify section. Enter your password along with the auth code and click “Enable 2 factor auth.”

If using SMS

  1. Enter your mobile phone number into the field under Text message

  2. Click on ‘Update phone' to receive your 6 digit auth code

  3. Enable 2-factor authentication. Get the code from your text messages. Enter your password along with the code and click 'Enable 2 factor auth'

  4. If your code is correct, you'll see a confirmation.

Note: You can use any authenticator app. Popular options include Authy, Google Authenticator, Microsoft Authenticator. These apps mostly follow the same procedure when adding a new account: you scan a QR code associated with your account, and it is saved in the app.

How it works:

When you log in to a service, you use your mobile phone to verify your identity by either clicking on a texted / emailed link or typing in a number sent by an authenticator app.

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