Set up two-step sign-in and reset a teammate

Owners, dispatchers and other office staff must enter a 6-digit code from an authenticator app each time they sign in. Set it up on first sign-in, keep the recovery codes, and as owner reset a teammate in Settings, under Security.

Before you start

Install an authenticator app on your phone, such as Google Authenticator, Microsoft Authenticator or 1Password. Two-step sign-in is required for the owner, dispatcher, office manager, customer service and bookkeeper roles. Cleaners can turn it on if they want but are never forced.

Steps

1. Sign in with the link emailed to you. If your role requires it, you land on Set up two-step sign-in. Scan the QR code with your authenticator app. If you cannot scan, enter the key shown after "Can't scan? Enter this key:".

2. Type the 6-digit code from the app and select Confirm.

3. Save your recovery codes. The screen says each works once if you lose your phone and that it will not show them again. Select Download .txt, store the file somewhere safe such as a password manager, then select I saved these codes.

4. From then on, each sign-in asks "Enter your code". Type the 6-digit code and select Verify. If your phone is lost, select Use a recovery code instead. Using a recovery code sends you an email.

5. To manage your own setting, select Sign-in security at the bottom of the left sidebar. There you can see how many recovery codes are left and select Make new recovery codes (the old ones stop working) or Set up a new phone. Each asks for the current code from your app.

6. To reset a teammate who lost their phone, open Settings and scroll to Security. The table lists each person's Role, Two-step sign-in (On or Off) and Requirement (Required or Optional). Select Reset on their row, read "Reset two-step sign-in", and select Reset to confirm.

What happens next

The person is signed out everywhere and sets up two-step sign-in again at their next sign-in. If a cleaner's phone is lost, open Team, then Cleaners, then Edit, and select Sign out everywhere; they sign in again with a new link.

If something goes wrong

• "That code didn't work." Check that your phone's time is set automatically, then try the newest code.
• "Too many tries." The message gives the number of minutes to wait; wait, then try the newest code.
• A row says "Ask support" instead of Reset. Owners are reset by support, and so is anyone who also works in another shop. Write to support@steadystatetechnologies.com.
• You lost your phone and your recovery codes. Another owner cannot reset you; contact support at the same address.
• Only "Make new recovery codes" and "Set up a new phone" appear, with no Turn off. That is expected when your role requires two-step sign-in.

Related

Set up your shop for the first booking