Less Annoying CRM offers two-factor authentication (or “2fa”) as a way to enhance the security of your CRM account by adding an extra step to the login process. You can learn more about two-factor authentication and how it works here.

To set up 2fa, mouse over “Settings” in the left navigation bar and then select “Profile and login info.” Under “Login info” your login email will appear, as well as an option for enhanced login security using two-factor authentication.

You can select the “Set it up now” link to get started. A dialog will open that asks you how you’d like to receive your login codes. We highly recommend using the first option, an authenticator app, to receive your codes. An authenticator app is the most secure option, but if you’d prefer you can select email or SMS instead (SMS is only available in the US, Canada, and the UK).

After you’ve selected the desired option, you can click “Continue”. The dialog will then show a list of unique backup codes. In the event that you lose access to your two-factor authentication method selected previously, you can use these backup codes to log in. You should copy or print these, and store them in a secure location like a password manager or locked filing cabinet.

Once you’ve saved those codes, select “Continue.” If you selected an authenticator app or SMS as your authentication method, you’ll be asked to select a timeline for account recovery. This option is for use only if you both lose access to your 2fa method and do not have your backup codes. If that happens, we can help you regain access to your CRM via email, but for security reasons there is a required delay before you can regain access. You can select how many days that delay will be, keeping in mind that you will not be able to access your CRM at all for the selected number of days should you end up in this situation.

The dialog will then indicate that you’ve successfully set up 2fa. Select “Ok” to close the dialog, and going forward you’ll be prompted to enter a code every time that you log into your LACRM account.

That’s it! Now you have two-factor authentication set up on your account, and you can rest assured your account is more secure than ever.