Setting up MFA in SMSF Sorted

Setting up MFA in SMSF Sorted

Overview

To provide better login security, we have introduced options for users to add Multi-Factor Authentication (MFA).
MFA is not mandatory in the system, and users can opt-in at any time, and disable later if desired.

Options

Cloudoffis provides three different options for MFA. This provides flexibility for users who may be using multiple devices
  1. Mobile device app, such as Google Authenticator
  2. SMS Text message
  3. Email authentication
You can opt to use one or more of these MFA options. Setting up more than one will provide you with alternative methods of logging in should you be unable to access your mobile phone as an example.

Setting up MFA

To start, click on the drop-down arrow next to your name in the top right corner of the SMSF Sorted window, then click My Profile.



Click on the Muti-Factor Authentication tab
If this is not visible, we recommend clearing the cache on your browser via pressing Ctrl & F5 together to force a refresh.



You will then be presented with the various MFA options


Scan QR Code

The first option available is to scan a QR code provided using apps such as Google Authenticator, Microsoft Authenticator or Authy. 
Setup can also be done via a desktop/browser authenticator if you choose.
To start the setup, click the Enable button underneath the Scan QR Code option

Firstly, scan the code provided in the system with your authentication app of choice, or add the code manually into your app, then click Next



To complete the setup, enter the Authenticator code provided by your app, along with your SMSF Sorted login password


Once entered, click Verify Code.
You will then get a confirmation message.


SMS Text Message

The second option available is to receive an SMS text message
To start the setup, click the Enable button underneath the SMS Text Message option

Enter your Country and mobile phone number, then click Send Code

 
You will receive a text message with a one-time use code



To complete the setup, enter the code provided in the Text Message, along with your SMSF Sorted login password, then click Verify Code


Mail Authentication

The third option available is to receive an email to your nominated address with a verification code.
To start the setup, click the Enable button underneath the Mail Authentication option.


The following screen will appear. Click Send Code.


You will receive an email similar to below.


This code will then be used to confirm your authentication, along with your user password. Click Verify Code to continue.


You will then receive a confirmation message.


Logging into SMSF Sorted with MFA enabled

With MFA enabled, you will be prompted for your Authentication code after logging in with your SMSF Sorted username and password.



Depending on the method(s) you have chosen to setup, you will be able to enter the appropriate code from either text message, your authenticator app or the email received. 
If you have more than one method enabled, e.g., Text and email, you will receive different codes for each method. Either code will be valid for three minutes after the receipt. If you are using an authenticator app, the expiry period for codes is shorter depending on the app used.

Disabling MFA

To disable one or more of the MFA options, click on the drop-down arrow next to your name in the top right corner of the SMSF Sorted window, then click My Profile



Click on the Muti-Factor Authentication ab



You will then be presented with the various MFA options.



Click the Disable button for the MFA option you wish to turn off.
You will receive a confirmation message.


Click Disable to continue.
The relevant option will then change to having an Enable button, rather than Disable.




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