2-Step Verification

2-Step Verification is an additional security measure that requires users to verify their identities upon login by entering a code sent to their mobile phones or stored securely in a separate place to which only they have access.

NeonCRM Administrators can select whether 2-Step Verification is required for their Users. By default, it is optional.

2-Step Verification is required for NeonPay Admins due to the sensitive nature of this data.

How do I enroll in 2-Step Verification?

If 2-Step Verification is enforced in your NeonCRM system, you will see this notification the next time you sign in through the system user login page:

NeonPay Admins will see this message:

Click "Enable two-step verification" to begin the setup process.

You will then see a page outlining the benefits of this additional security measure. Click Get Started to proceed.

On the next page, elect whether you will verify your account through Text Message or Mobile Authenticator. 

Text Message

If you select Use Text Message, enter a mobile phone number where you can receive verification texts. Click Update Phone Number.

You will then be sent your first verification code. Enter the code and click Enable 2-Step Verification.

Mobile Authenticator

If you select Use Mobile Authenticator, download or open an approved authenticator app and scan the displayed QR Code. Enter the displayed code and select Enable 2-Step Verification.

Complete Setup

You will then be shown a list of backup codes for use if you should need to log in and you don't have access to your phone. We strongly recommend that you save these codes somewhere secure where you can access them without having to use your phone.

Once 2-Step Verification is enabled, every time you log in to NeonCRM from a new device, you will be sent a new verification code. Enter the code (or one of your backup codes) and submit verification to log in.

You can also check the box shown above to trust the current device. You will not have to resubmit a verification code when logging into this device.

How can I manage 2-Step Verification settings?

NeonCRM Administrators can access the 2-Step Verification settings from the Settings cog on any CRM page.

At the top of the 2-Step Verification page, you will see the current status. By default, this status will be Optional.

Underneath the general status, you will see the enrollment status of each system user. This shows whether or not the user has completed the enrollment process.

You can sort or filter this list to view users by status.

To enforce 2-Step Verification for all system users, check the box shown below and save your changes.

Once verification has been enforced, the status will change to Required and will show the date at which this setting was changed.