How to set up 2-step authentication

To set up 2-step authentication, you will need to first have a authentication code generation app (an authenticator) installed on your smart phone.

Note: Please be sure that the smart phone you are about to activate for purposes of authentication is a phone that you will invariably have available when logging into the software or our website. Otherwise, you will be unable to log in unless working temporarily offline.

1. Please choose and install the appropriate app for your brand of smart phone or other authentication device.

 Android Google Authenticator
 iPhone Google Authenticator
 Windows Phone Authenticator
 Blackberry Google Authenticator

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Once you have the authenticator installed on your smart phone:

2. Visit the Voyant website and log in. 

Which website you visit to register and install the software will depend on which version of Voyant you intend to use. 

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  Canada - canada.planwithvoyant.com

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  Ireland - www.planwithvoyant.ie

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  United Kingdom - www.planwithvoyant.co.uk

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  United States - www.planwithvoyant.com

 

3. Either click your name, top-right, to visit your user profile or select the User menu > My User. 

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4. In the left navigation menu, click the link to "2-step Authentication Device". 

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5. Click "Setup 2-Step Authentication".

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6. Provided that you already have an authenticator app installed on your smart phone, click Continue.

7. Open the Authenticator app on your smartphone or other device. 

8. Scan the QR code shown into your device.

If your smart phone is experiencing difficulty reading the QR code as displayed, click the link for an alternative display. This will display the QR code in a larger format. Note: If you use the alternative display, please be sure to use the back button in browser to return to the previous view once the QR code has been successfully scanned. 

If you experience problems scanning the QR code, click Show Key and manually enter the code.

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Once scanned, a link will be established between your smart phone and your Voyant account via the authenticator app. You will need to have your chosen authenticator device with you anytime you need to access the software. However, you can contact Voyant support to have a temporary access code generated for you if you are unable to locate your device. 

Note: You cannot have multiple devices (smart phones) associated with your Voyant account, so once 2-step authentication is activated, you must have your phone available when logging into Voyant, unless you are working temporarily offline.

9. Code 1: Enter in this field the first code shown by your authenticator app.

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10. Allow this code to time out in your authenticator and another to be shown.

11. Code 2: Enter in this field the second the second code shown by your authenticator app.

12. Click Activate Device.

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Once your smart phone is activated, you will be asked for an authentication code when logging into Voyant's software or website. In either case, please be sure to tick the "I have a 2-step authentication code" when logging in.

The two-step authentication prompt when logging directly into AdviserGo. 

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The two-step authentication prompt when logging directly into Adviser. 

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The two-step authentication prompt when logging into the Voyant website. 

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The secondary two-step authentication prompt, which will display if you have two-step authentication enabled but do not initially click the two-step option when logging into the Voyant website. 

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When you go to log in, you will need to have your smart phone (or other authentication device) handy and the authenticator app open to generate a temporary code to submit with your user name and password.

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FAQs 

Can I still use Voyant Adviser offline if I have 2-step authentication enabled? 

Yes, provided you have Voyant Adviser configured to be used temporarily offline, a topic discussed in greater detail here. The software will not require you to enter a 2-step code  to log in if you are offline.  

When working offline, the software cannot reach our servers to authenticate your user account and your 2-step code. Therefore, there is no need for the 2-step code. Voyant Adviser will prompt you to enter your stored offline passcode, which you can set in the software's System Preferences. 

Please note that you must first set up Voyant Adviser for offline use while you still have an internet connection. If you find yourself offline, you will have no offline password and therefore no option to log into the software to activate offline mode. Read more >> 

AdviserGo, our web-based software, can only be used online. 

 

What needs to be done if I decide to replace my smartphone (or other authentication device)? 

If you plan to switch smart phones, you may log into Voyant and deactivate your former device and follow the steps above activate the new one. 

To deactivate two-step authentication for your account or deactivate it temporarily as you switch to another device: 

1. Visit the Voyant website and log in. You will need to have your authentication device ready to generate a two-step code to sign in. 

Which website you visit to register and install the software will depend on which version of Voyant you intend to use. 

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  Canada - canada.planwithvoyant.com

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  Ireland - www.planwithvoyant.ie

uk_sm.png

  United Kingdom - www.planwithvoyant.co.uk

us_sm.png

  United States - www.planwithvoyant.com

 

2. Either click your name, top-right, to visit your user profile or select the User menu > My User. 

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3. In the left navigation menu, click the link to "2-step Authentication Device". 

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4. Click the button to "Deactivate Device".

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5. Once deactivated, you may setup 2-step authentication again on another device following the steps in the first half of this article. 

 

What if I have temporarily misplaced my smartphone (or other authentication device)? 

If you have temporarily misplaced your smart phone, you will need to contact Voyant support to have a temporary access code generated for you.

Note: You may also request to have your device deactivated.  Once deactivated, you may setup 2-step authentication on another device following the steps in the first half of this article. 

 

What if my smartphone (or other authentication device) has been lost or permanently damaged? 

If you have lost or damaged your phone or have upgraded to a new device and no longer have access to your original smart phone, please contact Voyant support and ask to have your original smart phone deactivated.

You may then activate the new device using the steps in the first half of this article.