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      How to set up and use multi-factor authentication in Budgetly

      Budgetly provides robust account security through Multi-Factor Authentication (MFA), requiring both a password and a secondary verification method—either SMS or an authenticator app—with MFA being compulsory for administrators. Users can easily enable MFA and manage their login credentials via the web or mobile app, including setting up, logging in, and resetting passwords when needed.

       

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      1. Understanding Multi-Factor Authentication (MFA)

      Multi-Factor Authentication (MFA) enhances account security by requiring two forms of verification: your password and a secondary method. Budgetly supports two MFA options:​

      • SMS Authentication: Receive a one-time code via text message.

      • Authenticator App: Use an app like Google Authenticator or Microsoft Authenticator to generate time-based codes.​

      While MFA is optional for users, it's mandatory for admins. 

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      2. Enabling MFA in Budgetly

      On Web Browser:

      1. Click the profile icon in the top-right corner.
      2. Select My Profile > Edit User.
      3. Navigate to Security and click Enable MFA.
      4. Choose between SMS or Authenticator App.
      5. Follow the prompts to complete the setup.​

      On Mobile App:

      1. Tap More > Settings > Security.

      2. Tap Enable MFA and select your preferred method.

      3. Follow the on-screen instructions to finish the setup.​

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      3. Setting Up SMS Authentication

      Web Browser:

      1. Navigate to Security > Enable MFA.
      2. Select SMS Authentication.
      3. Enter your mobile number and click Send Verification Code.
      4. Enter the 6-digit code received via SMS and click Verify Code and Enable.​

      Mobile App:

      1. Go to Settings > Security > Enable MFA.

      2. Choose SMS Authentication.

      3. Enter your mobile number and tap Send Verification Code.

      4. Enter the 6-digit code received via SMS and tap Verify and Enable.​

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      4. Setting Up Authenticator App

      Web Browser:

      1. Navigate to Security > Enable MFA.
      2. Select Authenticator App.
      3. Scan the QR code with your authenticator app or enter the setup key manually.
      4. Enter the 6-digit code from the app and click Verify Code and Enable.​

      Mobile App:

      1. Go to Settings > Security > Enable MFA.

      2. Choose Authenticator App.

      3. Copy the setup key provided.

      4. In your authenticator app, add a new account using the setup key.

      5. Enter the 6-digit code from the app into Budgetly and tap Verify Code and Enable.​

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      5. Logging In with MFA

      For Authenticator App Users:

      1. Open the Budgetly app or website.
      2. Enter your email and password.
      3. When prompted, open your authenticator app and retrieve the 6-digit code.
      4. Enter the code into Budgetly and proceed.​

      For SMS Authentication Users:

      1. Open the Budgetly app or website.

      2. Enter your email and password.

      3. When prompted, check your SMS for the 6-digit code.

      4. Enter the code into Budgetly and proceed.​

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      6. Managing Your Password

      Setting Your Password:

      1. Open the invitation email from Budgetly.
      2. Click Activate Your Account.
      3. Set a password with at least one capital letter, number, special character, and a minimum of 6 characters.
      4. Confirm your password and accept the terms of service.
      5. Click Set Your Password.​

      Resetting Your Password:

      1. On the login page, click Reset Password.

      2. Enter your registered email address.

      3. Check your email for the reset link and follow the instructions to set a new password.

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