Enhanced Security: 2-Step Authentication

2-Step Authentication provides an extra layer of security to your IntakeQ account. Enabling it drastically reduces the chances of having your clients' private information stolen. When 2-Step Authentication is enabled, an attacker would not only need to know your email and password, they would need to get a hold of your phone as well.

How it Works

Once enabled, this is how 2-Step Authentication will work:

  1. Sign in to IntakeQ with your email and password, as usual.
  2. An access code will be immediately sent to your phone via text message.
  3. You’ll be asked to enter the security code before having access to your account.

To keep things simple, you’ll have the option to trust the computer you’re using, so you don’t have to provide the second authentication step every time you sign in. You’ll still be covered, since 2-Step Authentication will be required for any sign-ins made from a different computer.

How to Enable It

To enable 2-Step Authentication, navigate to "More > Account" and click the box that says "Enable 2-Step Authentication". You'll then be asked to provide your phone number. Make sure your phone is capable of receiving SMS messages.

Enabling 2-Step Authentication

Security is only as strong as its weakest link, so if other people are accessing your account (assistants and administrators), please encourage them to enable 2-Step Authentication as well.

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