For added security for your account, you can use Two-Factor Authentication (2FA) with ZenLedger. Below is a step-by-step guide to using 2FA with your ZenLedger account.
Video Walk-through:
This video will walk you through setting up, changing, and removing 2FA from your account.
Step-by-Step Instructions to Setting up your 2FA:
Step 1: Click on your gear icon in the upper right corner of your account and select Settings.
Step 2: On the right side of the page, click on Security.
Step 3: Select the method for 2FA that you wish to use with your account; see below for instructions for each. We recommend 'Authenticator Apps' 2FA as the most secure method.
Step-by-step Instructions for Email 2FA:
Note: Make sure you have your preferred email address before setting up 2FA via email. You can click on the "Manage email address" link to add or update your email address.
Step 1: Click on the Email "Setup" button. A screen will pop up and prompt you to enter a code.
You will receive an email from ZenLedger. Enter the 6-digit authenticator code from the email into ZenLedger.
Step 2: After entering the code, a pop-up window will appear with 10 backup codes you can use to reset your 2FA, in case you ever lose access to your email. Save these codes in a secure place.
Step 3: You're all set! You will receive a confirmation message letting you know 2FA is active. When you log into ZenLedger in the future, you will need to enter a code that is sent to your email address at the time of login.
Step-by-step Instructions for Authenticator Apps/Google Authenticator:
Step 1: To set up your 2FA via an Authenticator App, click on the Authenticator Apps "Setup" button. (This is the recommended method for Two-Factor Authentication)
Step 2: A screen will pop up and prompt you to scan the QR code with your authenticator app.
Step 3: After scanning the QR code, find ZenLedger in your authenticator app codes. Enter the code from the authenticator app into ZenLedger.
Step 4: A popup window will appear with codes you can use to reset your 2FA, in case you ever lose access to your email. Save these codes in a secure place.
Step 5: You're all set! You will receive a confirmation message letting you know 2FA is active. When you log into ZenLedger in the future, you will need to enter a code from your authenticator app.
Updating or removing your 2FA methods:
To remove 2FA entirely from your account, click "Manage" next to the enabled 2FA method and click "Disable".
You will be prompted to enter the 2FA code again to remove the method.
To update your 2FA method, click on the "Manage" button for whichever 2FA is set.
From there, you will enter the 6-digit code into the field. Once you enter the 6-digit code, you will be prompted to "Change Number" (for Text Message 2FA) or "Change Device" (for Authenticator App 2FA).
Note:
If you are trying to update your Email Address 2FA, you first need to disable the 2FA, then update the email in your account, and then to Setup the Email Address 2FA again.
How to Recover your account using 2FA recovery codes:
Contact support with one of your valid codes to regain access to your account. To generate new codes (if you've lost your codes), click on the "Backup Code" button and select the "Regenerate" button.
Do this as soon as you realize you've lost your codes, as you may have trouble regaining access in the future.
We can also PII to verify your account ownership, but this may delay you getting back in, so please save your codes in a safe place and regenerate/save often.