In order to avoid account access issues, do not share login credentials across the team and only use one phone number per account.
Overview
The first time you log into BoldTrail BackOffice, you may be prompted to set up two-factor authentication if your system administrator has enabled this feature.
Overview of Two-Factor Authentication (2FA)
2FA enhances account security by requiring an additional verification step when logging in. This feature is controlled at the account level and impacts all users under the account. Two-Factor Authentication (2FA) is an extra layer of security for your BoldTrail BackOffice account. This security measure ensures that you're the only one who can access your account, better protecting both your brokerage and your client's private information. Instead of only entering a password to log in, you’ll also enter an authentication code received via SMS or phone call on your device.
Two-step authentication (2FA) is an extra layer of security for your BoldTrail BackOffice account. This security measure ensures that you're the only one who can access your account, better protecting both your brokerage and your client's private information. Instead of only entering a password to log in, you’ll also enter an authentication code received via SMS or phone call on your device. Account owners and brokers exclusively control whether or not 2FA is enabled, and this decision impacts all users within the organization.
How do I set up Two-step authentication?
During the login process, enter your mobile phone number and select whether you want to get the code via SMS or voice message.
Enter your verification code and click Confirm. If you didn’t receive any code, click on Resend code.
All set! You’ve secured your account with Two-step authentication. Each time you log in to BoldTrail BackOffice, you will be prompted to enter a unique token sent to your mobile phone number.
After successful login, the system will remember your device for the next 10 days.
How do I recover access to my account?
What if I lost access to my device?### No Reset 2FA Option Available If you only see an option to "Reset Password" and not "Reset 2FA," it means that 2FA is currently disabled on your account. To update this:
Navigate to 'Settings > Company' and turn on 2FA from the provided toggle at the bottom of the page.
Once activated, the reset option will appear, and you can proceed to reset a user’s 2FA settings.
If you’ve lost access to your device or phone number, please reach out to your organization admin in order to reset your Two-step authentication and connect your new phone number. If your organization provides no alternative solutions and email-based 2FA is not available, you can suggest that the user set up a free phone number using a texting application to receive 2FA codes. Once they do so, use the reset feature in the 2FA settings to allow them to register this new number.