- Knowledge Base & Help Center
- Product Updates & Release Notes
- What's New? | Botkeeper
-
FAQs
-
Troubleshooting & Support
-
Standard Operating Procedures & Policies
- Transaction Categorizations | Basic Services
- Schedule Maintenance with Month End Journal Entry | Basic Services
- Payroll Journal Entries | Basic Services
- Simple Month End Journal Entries | Basic Services
- Bank & Credit Card Reconciliation | Basic Services
- Standard Monthly Report Package
- Month-End Close | Basic Services
- Monthly Close Timing and Required Information
- Applying Payments to AR Invoices | Advanced Services
- Class & Department or Project/Job Tracking | Advanced Services
- Payroll Categorizations | Advanced Services
- Accounts Payable
- QBO W-9 Form Request | Advanced Services
- 3rd Party Point-of-Sale & Credit Card Merchant | Advanced Services
- Monthly Standard Invoicing | Advanced Services
- Enhanced Ongoing Report Support | Advanced Services
- 3rd Party Inventory Reconciliation | Advanced Services
- Rapid Write Up Procedures
-
Botkeeper Feature User Guide
- Getting Started
- Your User Account
- Security & SSO
- Navigating BOS
- User Access Permissions
- Managing Users
- Work
- Transaction Manager
- AutoPush
- Manual Push
- Client & User Management (formerly Portal Manager)
- Documents
- Smart Connect
- Password Manager
- Scoping Tool
- Integrations & Compatibility
- Communication
- Transaction Insights
- Activity Hub
- Bot Review
- JE Automation
- Close Tracker
-
Accounting Partner Resources
-
AI UNCHAINED Conference
-
Product Updates & Release Notes
[LIVE] 2FA Reset (Usability Improvement)
We've made it even easier to reset you 2FA!
What is it?
We’re expanding the ability to reset 2FA without needing to file a ticket:
Bot Admins can reset 2FA for
- Other Bot Admins
- Partners
- Clients
- BotOps
Partner Admins can reset 2FA for
- Other Partner Admins
- Partner Ops
- Client Admins
- Client Ops
How does it work?
- Use the search bar to locate the user’s name, or scroll the list to find them.
- You may either open the user’s profile and click the “Reset 2FA” button at the bottom of the Access card on the right of the profile; or you may click on the action menu (ellipses) to the far right of the user’s name in the list, and select “Reset 2FA” from the drop-down.
- The pop-up screen will confirm the user’s name you’ll be resetting the 2FA for. Click ‘Reset’.