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Budgetly Help Centre | 5 things to know about security in Budgetly

5 things to know about security in Budgetly

Budgetly provides multi-factor authentication, single sign-on, and password management to keep your account secure. Here’s what you need to know.

1. Set up MFA

Choose between an authenticator app or SMS for your second verification step. MFA is mandatory for admins and optional for users.

MethodPros
Authenticator appMore secure, works without mobile signal
SMSSimple setup, no extra app needed

Read the full guide: How to set up MFA.

2. Log in with MFA

After entering your password, enter the 6-digit code from your SMS or authenticator app to complete login.

Read the full guide: How to log in with MFA.

3. Reset your password

Reset your password from the login page, or have an admin trigger a reset from your user detail page.

Read the full guide: How to reset your password.

4. Set up Single Sign-on (SSO)

Enterprise plan customers can configure SSO with Microsoft Entra ID so their team logs in with Microsoft credentials.

Read the full guide: How to set up Microsoft Entra ID (SSO).

5. Understand SSO login and access

Once SSO is enabled, users on enforced email domains must log in via Microsoft. Password + MFA is no longer available for those domains.

Read the full guide: Single Sign-on (SSO) FAQ.

Common questions

Is MFA required for all users?
MFA is mandatory for admins. It’s optional for regular users unless your company enforces it.
Can I use both SSO and MFA?
If your email domain is SSO-enforced, you log in via Microsoft — MFA is handled by your identity provider. If your domain is not enforced, you use password + MFA.
I'm locked out. What do I do?
Try resetting your password from the login page. If SSO is the issue, contact another admin or Budgetly support — they can temporarily disable SSO.
https://help.budgetly.com.au/security/security-guide/