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.
What is Two-step authentication?
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.
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?
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.