Enable Two-Factor Authentication and Add New Users in iCloud Ready CRM

Enable Two-Factor Authentication and Add New Users in iCloud Ready CRM

Learn how to secure your CRM by enabling two-factor authentication and add new users. This guide walks you through the necessary steps to add a user and activate this essential security feature.

CRMEnglish17 stepsUpdated
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1Click "Profile" icon.

Click "Profile" icon.

2Click "Administration Setup"

Click "Administration Setup"

3Click "Permissions"

Click "Permissions"

4Click "Users"

Click "Users"

5Click "New User"

Click "New User"

6Click "Enable Two-Factor Authentication"

Click "Enable Two-Factor Authentication"

7Click "Enable"

Click "Enable"

8Scan QR Code from you mobile, then click "Continue"

Scan QR Code from you mobile, then click "Continue"

9Enter the 6-digit code from your authenticator app

Enter the 6-digit code from your authenticator app

10Click "Verify code"

Click "Verify code"

112FA is now "Enabled"

2FA is now "Enabled"

12Type User's "First Name"

Type User's "First Name"

13Type User's "Last Name"

Type User's "Last Name"

14Enter User's "Email"

Enter User's "Email"

15Enter User's "Password"

Enter User's "Password"

16Choose User's "Role"

Choose User's "Role"

17Click "Create User"

Click "Create User"