Setting Up 2-Step Verification

Overview

2-Step Verification involves securing your account with more than just a password. The most common application of 2-Step Verification involves logging in to a system as you always would with a username and a password, then a code is sent to a third party and you enter that code to prove you have access to that third party. The third party could be a cell phone number, email address, or an app specifically designed around authentication.

2-Step verification is available for all Procare Desktop users, including both Local install and Cloud hosted, as well as all MyProcare users.

System Supervisors have the ability to require different User Groups and/or MyProcare users to set up 2-Step Verification. Learn More.

Verified Methods

When setting up 2-Step Verification, you must first set up your Verified Methods. This verification process uses the same methods as the Password Reset process. If your Verified Methods have been set up for password resets, you do not need to set up additional methods for 2-Step Verification.

Setting Up 2-Step Verification

When 2-Step Verification is not set up, you will be prompted upon logging in to Procare. Follow the steps below to continue setting up 2-Step Verification.

Important: Clicking 'Skip' will close the 2-Step Verification set up window, but you will be prompted on the next log in unless you click 'Do Not Show This Again'.

1. When prompted with the 2-Step Verification popup, click 'Continue'.
   

2. If your Verified Methods (for the Password Reset process) have previously been set up, you will be logged in to Procare and 2-Step Verification will use those methods. If your Verified Methods have not been set up, choose which method to use during verification and click 'Set Up Method'.
   

   1. If Authenticator App is selected, scan the QR code or enter the Secret Key into your Authenticator App.
   2. If Text or Email Address is selected, enter your phone number or email address to continue.

3. Enter the code you received to your cell phone, email address or Authenticator App and click 'Verify Code'. It may take a few minutes to receive a code, but if you did not receive it, click 'Resend Code'.
   

Updating 2-Step Verification Settings

To edit your Verified Methods or enable/disable 2-Step Verification, follow the steps below:

1. Click Configuration > User.
2. In the User Configuration popup, locate the Verified Methods section.
3. If your Verified Methods button does not have a check-mark, you must click the button to add your methods.
4. If your Verified Methods button does have a check-mark, that means you have at least one method set up, click to add more or proceed to enabling 2-Step Verification.
   Once your Verified Methods are set up, click 'Turn On 2-Step Verification'.
   2-Step Verification is now enabled. Each time you log in to Procare, you will be prompted to enter a verification code.

Logging in with 2-Step Verification

Once 2-Step Verification is set up and enabled, upon logging in to Procare Desktop, you will receive a verification code to your primary Verified Method (phone number, email address or authenticator app). Once you receive your code, enter it in the prompt and click 'Verify Code'.

If you enter an incorrect verification code, you will receive this "Verification Failed" error message. Click OK to request a new code or enter the previous code. Important: After 5 failed attempts, your account will be temporarily locked for 30 minutes.