1.1.2 Login using 2FA

Two-Factor Authentication (2FA) is a security protocol that requires two distinct authentication factors to confirm your identity. This measure safeguards your CloudCX account against unauthorized entry by introducing an additional security layer beyond the initial authentication. While not mandatory for all platforms, CloudCX recommends implementing 2FA to bolster your account's security. By employing advanced security measures such as 2FA, you can safeguard your customers' sensitive data from unauthorized access and potential cyber threats.


Login Using Two-Factor Authentication (2FA)

Prerequisites

To use the 2FA after verifying your login credentials on the login page, you need to enable the 2FA setup of your account in the Profile > Security Settings > Two-Factor Authentication. You can find more details about Two-Factor Authentication 9.3.2 2FA Policy

Step-by-Step Instructions

  1. Input the essential login credentials in the login page, and click on “Sign in”. The system will send you the six-digit verification code to your email automatically.

Note: To use 2FA function, Email Server MUST be configured on 9.2.2 Custom SMTP Server page first.

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  1. Input the six-digit verification code sent to your email and click on “Verify” to verify.

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Once verifying your account successful, you will be logged in the system.

Source of the Verification Code

Email

If you enable the 2FA of your account with email, you can obtain the verification code the below sources:

  • Email: The system will send you the six-digit verification code to your email automatically for every time login.

  • 10 Backup Codes: 10 Backup Codes will be generated and saved when you enable the 2FA of your account with email. You can find more details about Two-Factor Authentication 9.3.2 2FA Policy.

  • Backup Code: If you can not get the verification code from the above sources. You can contact the administrator to get the backup code for your account. You can find more details about Two-Factor Authentication 9.1.1 Agents Management | Backup Code.

Authenticator App

If you enable the 2FA of your account with Authenticator App, you can obtain the verification code the below sources:

  • Authenticator App: You can get the dynamic six-digit verification code from the Authenticator App when you log in.

  • 10 Backup Codes: 10 Backup Codes will be generated and saved when you enable the 2FA of your account with Authenticator App. You can find more details about Two-Factor Authentication 9.3.2 2FA Policy.

  • Backup Code: If you can not get the verification code from the above sources. You can contact the administrator to get the backup code for your account. You can find more details about Two-Factor Authentication 9.1.1 Agents Management | Backup Code.

Actions

Resend

After you input the essential login credentials and click on “Sign in” in the login page. The system will send you the six-digit verification code to your email and time automatically. If you haven’t received the six-digit verification code within 60s, after 60s, you can click “Resend” to resend the six-digit verification code to your email again.

Don’t ask again for 14/30/60/90 days

When you set allow agents to skip Two-Factor Authentication for 14/30/60/90 days in Global Settings > Security > 2FA Policy. You can find more details from 9.3.2 2FA Policy.

You can select to enable the “Don’t ask again for 14/30/60/90 days”, the system will disable the 2FA of your account for next 14/30/60/90 days.

Please note Two-Factor Authentication might still be required if your system environment changes.

Verify

After you input the six-digit verification code, click on “Verify”. The system will verify your account, once the system verifying your account successful, you will be logged in the system.

Cancel

After you input the six-digit verification code, click on “Cancel”. The verify page will be closed automatically, and you will be back to the login page.

2FA Warning Messages

Login Attempt Failed

The system supports five login attempts to input the authentication code you receive from the Email or Authenticator app. However, if you fail to log in on the third and fourth attempt, the Input Authentication Code page displays a warning message: You have 2(1) login attempt(s) before your account is locked

Account Lock 

If you fail to input the correct code on 5 attempts, your account gets a lock. You need to contact the administrator to unlock your account.