🔐 2FA (Two-Factor Authentication)

Why 2FA?

Approvely uses Two-Factor Authentication (2FA) to improve security when logging into your merchant dashboard. With 2FA enabled:

• All actions in the dashboard are trackable via audit logs.
• Each user logs in with a unique email, password, and a 2FA code.
• The 2FA code is sent to the email address used during login.

Merchants with Existing Accounts

Adding Team Members

Merchant account owners can invite teammates to access the merchant account:

1. Navigate to Settings > Users & Roles > Add User.
2. Enter their email and set their role.
3. They will receive an email titled 'Approvely Authentication Setup'.
4. They need to click 'Setup Approvely Account'.
5. Using Google Authenticator or 1Password, they scan the QR code.
6. They create and confirm a new password and enter the generated 2FA code.
7. Click 'Authenticate'.
8. They must use their email, password, and 2FA code for future logins.

How Teammates Can Access an Existing Merchant Account

If a teammate has already been added to a merchant account, they can follow the below steps to gain access to the account:

1. Go to the login page.
2. Enter your registered email.
3. Click 'Reset password & 2FA code'.
4. Check your email for instructions from [email protected].
5. Follow the instructions to set up 2FA and update your password.

How teammates can access an existing merchant account

For New Merchants

Setting Up 2FA

1. Complete the merchant onboarding process.
2. After registration, check your email for 'Coinflow Authentication Setup'.

3. Click 'Setup Coinflow Account'.
4. Open Google Authenticator and scan the QR code.

5. Create and confirm a new password.
6. Enter the generated 2FA code and click 'Authenticate'.
7. Use your email, password, and 2FA code for future logins.

Troubleshooting

💡If you are trying to log in to your merchant account and see the following message: User is pending authentication, this means you haven't set up your user account.

💡If you are trying to log in to your merchant account and see a blank screen, try clearing your local storage first.