On December 22, 2022 CaterZen will require our clients and your employees to enable a 2FA log in.
Below is a video that will explain the process of the steps you will need to take when logging in for the first time with 2FA requirement.
Below are step by steps with pictures that will explain the process of the steps you will need to take when logging in for the first time with 2FA requirement.
1 - Upon your first login you will need to setup a 2FA method. You can choose either SMS or Email as your method.
2 - Here are the steps on how you receive your code.
SMS - this method will allow you to receive your code via text
A - Click the SMS bubble then type in the phone number to receive the text and click the Send Code tab
B - You will get a text message like this
C - Type in the code and click Validate Code tab. Note you can have the code resent if needed. Click the Resend Code tab.
D - You will then be automatically logged in and you will have a notice in Green at the top of your page that your 2FA has been set up correctly.
Email - this method will allow you to receive your code via email
A - Click the Email bubble then type in the email address to receive the text and click the Send Code tab
B - You will get a email message like this
C - Type in the code and click Validate Code tab. Note you can have the code resent if needed. Click the Resend Code tab.
D - You will then be automatically logged in and you will have a notice in Green at the top of your page that your 2FA has been set up correctly.
3 - Then you will continue to the Admin page as usual
4 - Then the next time you log in you will be sent the 2FA code to the default 2FA method that you choose (SMS/ Email). Then Enter in the Code
5 - You can choose to check off the box Remember this Device. If you choose this option you will not be asked for the 2FA code the next time you log in from this particular device
Additional Notes for employees who DO NOT have access to Admin Settings (this will not be checked under the employee settings)
6 - If your employee does not have access to the Admin page; instead of seeing the Admin tab they will see a Settings tab. This will allow your employee to manage their Password and change the 2FA settings.
Change Password link: You will then type in your current password and then the new password you would like to use. Do not forget to click Save this Information when done.
Change 2FA method: here you can delete out a the current 2FA setting as well as create a new 2FA setting.
Additional Notes for employees who DO have access to Admin Settings
7 - For employees who do have access to the Admin tab they can access the manage their Password and change the 2FA settings page by clicking the Admin tab - Account User Settings bubble.
8 - There you can change your Password by clicking the Change Password link
9 - You will then type in your current password and then the new password you would like to use. Do not forget to click Save this Information when done.
10 - You can also change your 2FA method by clicking the Manage 2FA Settings link
11 - Then you can choose between SMS or Email method.
To learn more about changing Passwords and Managing 2FA Setting please see this article:
You have now learned about the 2FA requirement in CaterZen.