- Knowledge Base & Help Center
- Botkeeper Feature User Guide
- Client & User Management (formerly Portal Manager)
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FAQs
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Troubleshooting & Support
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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
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Botkeeper Feature User Guide
- Getting Started
- Your User Account
- Security & SSO
- Navigating BOS
- User Access Permissions
- Managing Users
- Work
- Transaction Manager
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- Manual Push
- Client & User Management (formerly Portal Manager)
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- Activity Hub
- Auto Bank Rec
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- Close Tracker
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Accounting Partner Resources
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AI UNCHAINED Conference
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Product Updates & Release Notes
How do I reset a user’s Two-Factor Authentication (2FA)?
These steps will help you reset a user's two-factor authentication when necessary.
From time to time, platform users might experience difficulty logging into the system due to a two-factor authentication (2FA) issue which will require their 2FA to be reset. If this occurs at your firm, your user administrator (with a Partner Admin role) can take the following steps to reset a user's 2FA:
- Navigate to the Global view (no client selected)
- Click on Client & User Management
- Click on the Users tab
- Find the user who requires a 2FA reset
- Click on the three dots, from the Action column of the user requiring 2FA reset
- Click on Reset 2FA
- The next time the user logs into the platform they will be prompted to set up their 2FA. You can instruct your user to take the steps in the guide: How do I set up my two-Factor Authentication (2FA) when my 2FA has been reset?