What is 2-Step Verification?
2-Step Verification (2SV) is a two-step account login process that requires users to verify their identity using a One-Time Passcode (OTP) sent via email or phone before performing certain critical system actions.
Additionally, 2-Step Verification is a mandatory security feature for all BoldTrail accounts and cannot be disabled.
This provides an additional layer of security by ensuring that even if a potential bad actor gains access to your account, they will be unable to perform specific actions within the system without verification.
This compulsory feature ensures the highest level of account protection.
System Actions Requiring 2-Step Verification
The following actions taken within the CRM will trigger the 2-Step Verification Process:
My Profile and Exported Data
Changing your profile email address (Account, Vanity, From Name)
Changing your phone number (Cell, Work, Direct)
Changing your password
Exporting contacts
Scheduling
Mass Actions and Communications
Scheduling mass emails
Sending mass emails and texts
Managing Smart Campaigns and Date-Based Campaigns
How to Verify
When you attempt to perform any of the system actions above, you will be prompted to verify your identity by receiving a One-Time Passcode (OTP) via text message or email.
After receiving the code, you will need to enter it in the Verification Code field.
Once you hav entered the code, click on Submit Code to proceed. You'll be granted access to continue working within the system.
2-Step Verification FAQ
When I request a code, it doesn't appear in my text messages or my email inbox. How can I gain access?
If you are unable to receive the code, or if you recently changed your email or phone number, please reach out to Support for additional assistance.
What happens if the text code is sent to an office number or a VOIP number? Can I still verify my identity?
If your phone number is unable to receive text messages, you will need to resend the code using the email option.
Alternatively, you can reset your password to re-trigger the setup process and configure the correct phone number for receiving OTPs.
As an admin, can I help my agents update their email and phone number if they are unable to log in?
If you are an Admin user and have already verified your identity, you can update your agents' phone numbers and email address if they have been locked out of the system using the following steps:
Log into your BoldTrail account. Click on your profile photo at the top right and select Agents from the dropdown.
Open the Agent's profile and click on Edit Profile.
You will be asked to complete the 2-step verification process.
Once you have verified your identity, update the Agent's email address and/or phone number.
Have the Agent log in and complete verification with their updated credentials.
Troubleshooting: Blank Verification Panels
If the verification code options panel appears blank while attempting to log in, follow these steps:
Clear your browser’s cache and cookies.
Log out of your BoldTrail account and log back in.
Check the verification code delivery options again. These steps often resolve the issue by refreshing the session. Once resolved, complete the verification process to proceed.
Have more questions? Please reach out to Customer Support via the blue chat bubble to the right or by emailing support@insiderealestate.com!