Enable two-factor authentication (2FA) for your account
How to Enable 2FA on Your CxPlanner Profile
To protect your account from unauthorized access, we recommend enabling two-factor authentication (2FA). With 2FA, you will need to enter a one-time code from an authentication app in addition to your password when logging in. This adds an extra layer of security and reduces the risk of your account being compromised.
When and why to use this
Enabling 2FA is recommended to secure your account against unauthorized access, especially if:
- You have access to sensitive project data or company information.
- You are an Admin or Manager on multiple projects.
- Your organization requires 2FA as part of its security policy.
Key behavior:
- You will be prompted for a one-time code every time you log in.
- The code is generated via an authentication app (such as Google Authenticator or Microsoft Authenticator).
- If you lose access to your 2FA app, you may need admin help to regain access.
Guide - How to Enable 2FA
- Click on your profile icon in the top right corner.
- Select "Account settings" from the menu.
- Scroll down to the "2FA" section.
- Scan the QR code using your preferred 2FA app (e.g., Google Authenticator or Microsoft Authenticator).
Once 2FA is enabled, you will need to use your authentication app to generate a one-time code each time you log in. This ensures that only you have access to your account.
Troubleshooting
Problem | Cause | Solution |
|---|---|---|
Can’t log in with 2FA | Code expired or incorrect | Refresh your app and try again |
Lost access to 2FA device | No backup method set | Contact support or project admin |
QR code won’t scan | App issue or screen resolution | Try entering the setup key manually |
Quick facts
- Requires: Any user role
- Location: Profile icon → Account settings → 2FA
- Affects: Login security and user access
Updated on: 08/01/2025
Thank you!