How-to: Setup 2FA - Two Factor Authentication for your User Account

 

How-to Enable 2FA for yourself

1. Go to Account -> User Profile
   
2. Scroll down to Security and click "Enable 2FA"
   
3. Pick your authenticator app (Microsoft or Google)
   1. Links to the apps are in the YouLi platform
   2. Remove any old YouLi codes you've setup before (otherwise it will be confusing!)
   3. HINT: Remember which app you chose (if you use many authenticators)
4. IMPORTANT: Save backup codes to a secure location. These are used to access your account in case you lose your authenticator. 

   
   🔐 Don’t lose these! Save your backup codes somewhere safe.
   
   If you lose access to your authenticator app, these codes are your lifeline. To ensure you have them when you need them, we recommend either: 

   1. 📄 Print them and stash them in a secure place (like a locked drawer).
   2. 🗄️ Save them in a password manager (LastPass, 1Password, etc.).
5. Next time you login you'll be prompted to enter your CODE like this:

How-to Disable 2FA if I have access to my Account

Once enabled the button will change to "Manage 2FA"

1. Click on "Manage 2FA"
2. Enter your Password then click UNLOCK SETTINGS
3. Then click "Disable 2FA"

Watch the end of the next video to see this in action.

How-to Disable 2FA if I DO NOT have access to my Account

Oh bummer! If you have lost your 2FA app/device, you can use one of the Saved Authenticator Backup codes to login and then follow instructions above.

However, if you also do not have your Saved Backup Codes, you can open a support request to see if we can assist you to regain access.

In future, we will provide your Team Admins with the ability to mange your 2FA access.

How-to Video to Enable and Disable 2FA

 

How-to see if 2FA is enabled for your Team

Simply click to Account -> Team Members.

You'll see a 2FA ENABLED column and a YES or NO depending on whether it is configured.

Be sure to notify team members who do not have 2FA on and share this article with them.

Can I avoid 2FA on a trusted device?

Yes! Just check the "Remember this Device" when logging in to be remembered for up to 14 days.

• This is specific to the browser and device when you check the box
• To clear any remembered devices, simply click to LOGOUT from any device

Why am I prompted to enter 2FA even when I've asked it to remember?

There are a few reasons this might be happening:

• You have cleared cookies
• You have logged out explicitly (this clears the remembered devices)
• You are using a different browser (or private mode)
• You are using a different device (phone vs. laptop)

Can I View Backup Codes after initial setup?

No, that's why it's so important to save them the first time. These cannot be recovered, you'll need an Admin to reset your account if you lose your authenticator AND your backup codes.

I have Platform White Label, what company name will appear in the Authenticator App?

Yours!!

If you have Platform White Label:

• Instead of "YouLi" the Business Name set under ACCOUNT->BUSINESS PROFILE will appear in the authenticator. This makes it clear for your Affiliates, Travelers and Team Members what platform the code is for.

Released in 2.203 Updates in 2.206