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Two-step verification

Caleb Allott avatar
Written by Caleb Allott
Updated yesterday

Two-step verification adds an extra layer of security to your account. In addition to your password, you'll need a second form of verification to log in, e.g. code from an app on your phone.

How to get set up

You can turn on two-step verification from your personal profile in Upstock. Click Set up two-step verification and follow the instructions.

There are two parts to set up: your authenticator app and recovery codes.

Authenticator app

You’ll need an authenticator app to scan the QR code shown during set up. The app will then generate secure, time-based codes for logging in. These apps are free and easy to use. Popular options include:

  • Google Authenticator

  • Microsoft Authenticator

  • 1Password

  • Authy

Recovery codes

You’ll also receive a set of recovery codes during setup. These are backup codes you can use if you lose access to your authenticator app (e.g. if you lose your phone). Be sure to keep these codes somewhere safe, such as a password manager.

How to log in

When you log in, you’ll be asked for your email and password. You’ll then be asked to enter a code from your authenticator app. If you don’t have access to your app, you can use one of your recovery codes instead.

Troubleshooting

If you’re having issues logging in, you can reset your two-step verification.

If you normally access Upstock using different devices (e.g. a phone and a laptop) check if any of them are logged in. If you can access your account, go to your personal profile and remove each verification method using the options menu.

You can then set up two-step verification again. It’s best to do this straight away if your account requires it (e.g. if you’re connected to Xero)

If you don’t have access to your account on any device, don’t worry — our team is here to help! Contact support@upstock.app and we’ll help you reset your verification.

Common questions

Why is this required?

If your Upstock account is connected to Xero, two-step verification is now mandatory. This is a security requirement from Xero to help protect your financial data.

Businesses using Upstock also have the option to require all team members to have two-step verification turned on for added security across their organisation.

Is this the same as 2FA?

Yes, there are a few other names for this. Two-factor authentication (2FA) or multi-factor authentication (MFA) are common ones.

Do I have to do this every time I log in?

No, you can click the "Remember this device for 30 days" checkbox when logging in, so you only need to do this once a month.

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