How to set up MFA or 2FA when prompted

When setting up your two-step authentication for the first time. You will want to go to

1. Sign into our website. Which website you go to depends on which version of Voyant you use. 

Important: SMS verification codes rely on your mobile carrier for delivery. In some cases, carriers may delay or block automated verification messages, or other delivery issues may prevent the code from arriving. For users in our Global software, SMS availability and reliability may also vary depending on your country or mobile carrier, and SMS verification may not be fully supported in all regions. Because of this, we recommend using an authenticator app such as Authy, Microsoft Authenticator, or Google Authenticator whenever possible, as it provides a more reliable sign-in experience.

 

ca_sm.png   Canada - canada.planwithvoyant.com
ie_sm.png   Ireland - www.planwithvoyant.ie
uk_sm.png   United Kingdom - www.planwithvoyant.co.uk
us_sm.png   United States - www.planwithvoyant.com
  Global - www.global.planwithvoyant.com
  Australia - www.australia.planwithvoyant.com

 

Enter your username and password, then hit the button to 'Login' and you will be redirected to the MFA setup page.

 

Authentication App (3rd-party app) (Recommended) 

If you chose this option, you will have to scan a QR code using an authenticator app and enter a 6-digit MFA code, to complete setup.

If you receive the following prompt after logging in, it means that multi-factor authentication (also known as two-step authentication) is required for your user account. 

MFA_02.jpg

Setting up MFA in four easy steps

Step 1.  Select an authenticator app from those listed on the screen.

 

MFA_02_02.jpg

You can an alternative application, if you have a preference (e.g. Microsoft Authenticator). The application must generate 6-digit temporary authentication codes.

Note - The authentication apps we recommend -- Google Authenticator or Authy -- are available completely free of charge.

Some app stores, such as the Apple store, display advertisements at the top of search results, as shown in the screenshot below. These ads are usually for pay-for-use applications. Please be sure to select the link to download the suggested application (Google Authenticator or Authy) and not an alternative application advertised at the top of the screen.



Step 2.  Install the authenticator app on your mobile phone.         
                              
Note - Be sure to use a device that you will be ordinarily available to you, when logging into the software or our website. You will, in effect, be linking this device to your Voyant user account.

Step 3.  Using the authenticator app, scan the QR code shown on the screen.

MFA_04_01.jpg

In Google Authenticator, for example, you will click the plus (+) button (illustrated below) in the lower right corner of the application, on your phone, to get started:

If prompted, you might need to allow the application to have access to your mobile phone camera to scan the QR code on the screen.

If you have problems scanning the QR code, click the link “Can’t scan QR code?”, which will then give you a code, which you can enter into app manually.

You will only need to scan (or enter) this code once, to link the authenticator app on your mobile phone with your Voyant account.
 
Step 4.  Once linked, the authenticator app will begin generating temporary 6-digit codes for your Voyant account. 

Enter the code in the 6-digit Code field and click Enable.

MFA_04.jpg

Once enabled, a link will exist between the authenticator app on your mobile phone and your Voyant account. The app will generate temporary 6-digit codes.

Going forward, you will enter the latest code shown in the app when logging into the Voyant software or website. New codes are generated every 30 seconds.

Auth.jpg

 

Text Message

(Voyant should pre-show either +44 or +353 depending on which URL was used; UK or Ireland URL)

If you chose this option, you would need to enter your mobile phone number into the box (enter your number with the country code (UK is +44) (Ireland +353) and miss out the 0 from your number (i.e. 07999 123123 would be entered as (+447999123123) or (+3537999123123)and click continue. A code will be texted to your phone. 

Enter the code into the box to finish the setup. If another code needs to be sent, the “resend code” text can be clicked.

After completing the setup, the user will be redirected to an identical page and have to enter another code, which will be sent automatically upon finishing setup, to finish logging in.

What if my authentication smartphone is misplaced, or damaged, or I replace it with another phone?  

If you ever misplace your mobile phone, you can generate a temporary access code on the Voyant login screen. Instructions on how to generate a temporary access code can be found here -

Emergency 2-step authentication code

This temporary code can also be used to access your account if you ever need to replace your mobile phone. You will need to deactivate the account-linked device and activate MFA again.

To deactivate an MFA device login and select 2-step verification here:

You will see the option to Deactivate the device:

Next time you come to log-in, you will be invited to set-up 2-step authentication (once more) from scratch, so follow the instructions to add a new device.

FAQ: I don’t have my original device and need to set up a new MFA/2FA method.

If you no longer have access to the device you originally used for MFA/2FA, please contact our support team at support@planwithvoyant.com. Let us know that you need your old authentication device deactivated. Once it’s removed, you’ll be prompted to set up a new MFA/2FA method the next time you log in.

What is Multi-Factor Authentication (MFA)?

One of the biggest shortcomings of traditional username and password logins is that passwords can be easily compromised. The goal of MFA is to create a multi-layered defense that makes it more difficult for an unauthorised party to access to your account. If a single factor, such as your password, is compromised, an attacker would encounter another barrier, a time-sensitive code, which they would also need, if the attacker is to successfully breach your account.

The move to MFA is to help protect your data and your client's data and will be required by all Voyant users. This is used industry-wide for added security.

Some of my clients have access to their plans via ClientGo. Will they be required to set up MFA?

No, clients are one exception. Since clients only have access to their own plan, they will not be required to set up two-step authentication on their accounts.

Why isn't my SMS message coming through? 

 SMS verification codes rely on your mobile carrier for delivery. In some cases, carriers may delay or block automated verification messages, or other delivery issues may prevent the code from arriving. Because of this, we recommend using an authenticator app such as Authy, Microsoft Authenticator or Google Authenticator whenever possible, as it provides a more reliable sign-in experience.

Why isn't my emergency code coming through to my email address? 

Emergency codes are intended to be used only when you cannot access your normal multi-factor authentication (MFA) method, such as your authenticator app or SMS verification code.

If you frequently rely on emergency codes instead of your regular MFA method, the authentication system may apply additional security measures to help protect your account. As a result, new emergency codes may not be sent, or your account may be temporarily locked until it can be verified.

If you are regularly unable to receive SMS verification codes, we recommend switching to a free authenticator app such as Authy, Microsoft Authenticator or Google Authenticator. Authenticator apps provide a more reliable sign-in experience because they do not rely on your mobile carrier or email delivery.

If you believe your account has been locked or you are unable to receive an emergency code, please contact our Support team so we can verify your identity and help restore access.

Requesting emergency codes

If you have lost your MFA device or temporarily don't have access to it you can request an emergency code that will be emailed to you. However, using this feature too many times will cause your account to lock so please reach out to support@planwithvoyant.com if you need help setting up a new device.