Enabling two-factor authentication

  • Updated

In this article, you will learn how to enable and use two-factor authentication to log in to your Workiz account.

Two-factor authentication is the process of an additional layer of security beyond just a password. When set up in Workiz, two-factor authentication will require you to also provide a verification code sent to your mobile phone number in order to log in. This will provide a powerful step in ensuring that you and your clients' sensitive data is safeguarded from unwanted access. 

Workiz strongly recommends having two-factor authentication enabled for all accounts. 

Enabling two-factor authentication

Two-factor authentication can be set up in just a few steps.

  1. From the navigation bar, select the gear icon ( ) > Settings
  2. Under General settings, select Security Center
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  3. Turn the toggle switch on for Use text message authentication
    2024-05-01_15-20-35 12fa.png
  4. Verify that you have access to the mobile number on the screen and select Send code via SMS
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    Don't have access to this number anymore? You can change the phone number that receives the verification code by selecting "Change number".

    Please ensure that this is a valid cell phone number that can receive text messages and not one of your Workiz numbers.

  5. From your mobile device, open the text message you received from Workiz and find the verification code
  6. From your computer, enter the verification code and select Verify
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    Need to resend the code? Wait for the timer in the pop-up to run out and select "Resend code".

What you will see after enabling two-factor authentication

After verifying your phone number, you will now be able to use two-factor authentication when logging in to Workiz. Moving forward, you will need to enter your password and a verification code from your mobile device to log in. 

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Two-factor authentication must be enabled on a per-user basis. If you enable it here, it will only require your user to authenticate via text message. To also require additional team members to authenticate via text message, please ensure they enable it as well.

Disabling two-factor authentication

Although two-factor authentication is strongly encouraged, it is ultimately optional. If you decide you no longer want the added layer of protection for your Workiz account, you can disable it from your Security Center. 

  1. From the navigation bar, select the gear icon ( ) > Settings
  2. Under General settings, select Security Center
  3. Turn the toggle switch off for Use text message authentication
  4. From your mobile device, open the text message you received from Workiz and find the verification code
  5. From your computer, enter the verification code and select Verify
    image 9432fa.png

Once two-factor authentication is disabled, you will now be able to log in to Workiz using only your password. 

Logging in after losing access to your two-factor authentication number

If you no longer have access to the phone number used for two-factor authentication, please contact support. 

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