What is 2-Step Verification?
2-Step Verification (2SV) is a two-step account 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. Users are required to select their preferred delivery method (email or SMS) at the time of login as a default option cannot currently be set.
After receiving the code, you will need to enter it in the Verification Code field.
Once you have entered the code, click on Submit Code to proceed. You'll be granted access to continue working within the system.
Important: The verification method used must be different from the information you're changing. For example, if you're changing your email address, you'll receive the verification code via phone; if you're changing your phone number, you'll receive it via email.
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.
If you're having trouble with both options, please reach out to Support for additional assistance.
As an admin, can I help my agents update their email and phone number?
Yes. If you're an Admin user making changes to an agent profile, you will be able to make changes. The 2-step verification process will use your own profile number or email to send you the code.
Troubleshooting: Blank Verification Panels
If the verification code options panel appears blank while attempting to log in, follow these steps:
Check to make sure you have an email or a valid phone number in your profile.
Clear browser cache/cookies
Log out of your BoldTrail account and log back in.