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How to Set Up and Use 2FA to Log In to the MSPbots App and Client Portal

Updated

MSPbots requires Two-Factor Authentication (2FA) for non-Microsoft Office 365 AAD users to ensure security and protect user accounts. By enabling 2FA, users add an extra layer of protection to their accounts, reducing the risk of unauthorized access.

This document provides a step-by-step guide for setting up, activating, and using 2FA in the MSPbots app and Client Portal. It is for non-Microsoft Office 365 AAD users only.

Prerequisites 

  • Users must have an MSPbots account to sign in to the MSPbots app and Client Portal. 
  • Only administrators with 2FA can activate and disable 2FA for MSPbots. 

How to enable two-factor authentication (for administrators)

This procedure is the admin's guide for activating 2FA in the MSPbots app.

  1. Log in to the MSPbots app and navigate to Settings > System. 

    MSPbots_settings_system.jpg

  2. Go to Security on the System page. 

    MSPbots_settings_system_security.jpg

  3. Turn on 2-factor Authentication by clicking the corresponding toggle switch. 

    MSPbots_2FA.jpg

  4. Type your Microsoft password and click Sign in. 

    Microsoft_login.jpg

  5. Enter the code from your authenticator app. The 2-factor Authentication switch will turn green to indicate that 2FA is activated. 

To disable 2FA, turn off the 2-factor Authentication switch. 

 

How to log in with 2FA 

When two-factor authentication (2FA) for MSPbots is enabled, users are prompted to set up their authentication when they access the MSPbots app and Client Portal for the first time. 2FA must be set for each account needing access to MSPbots.

This section outlines how to log in using the 2FA authentication process. 

Login procedure for users without 2FA

  1. Download a 2FA authenticator app like the Microsoft Authenticator, Google Authenticator, or LastPass Authenticator and install it on your phone.
  2. Log in to the MSPbots app or Client Portal. 
  3. Click Setup MFA in the Welcome to MSPbots window.  



  4. Go to the authenticator app on your phone and click + Add. 
  5. Select the type of account you are adding, then select Scan a QR code. 
  6. Next, scan the code in the Set Up Authentication window and click Next. 
  7. A 6-digit code will be displayed on your authenticator app. Enter this code in the Set Up Authentication window and click Verify.  



  8. The MSPbots homepage or the Client Portal opens on the screen. 

Login procedure for users with 2FA 

This procedure is for MSPbots users who have set up their authentication apps for MSPbots.

  1. Log in to the MSPbots app or Client Portal.
  2. Enter the 2FA code sent to your authenticator app. 

    client_portal_2FA.jpg

  3. Click Verify.

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