Setting up Two-Factor Authentication (2FA) for Office Portal

Modified on Fri, 24 May at 5:30 PM

Two-Factor Authentication Guide


What is 2FA?

Two-Factor Authentication (2FA) adds an extra layer of security to your PestScan account by requiring two forms of identification before granting access. In addition to the usual username and password, 2FA introduces a second factor: a temporary code to verify your identity.

How to set up 2FA?

To use 2FA, you will need an app or a password manager that scans the QR code and generates a temporary code. Many apps can be used for this purpose. If you do not already use one, we would recommend Google Authenticator. You can download Google Authenticator on your phone by clicking one of these links:


If you want to enforce 2FA for a specific customer account's customer portal logins, you can do so by going to the account, selecting “Settings > Other Settings > Enforce two-step verification”:




If you want to enforce ALL users to have 2FA, you can do it by going to "Settings > Security > Enforce 2FA" and choose the option you want to; Office or Customer portal access, or both:




If 2FA is not enforced, but you want to enable it for your own office portal login only, you can click on “Profile > My Account”, and you will have  “Setup Two Factor Authentication” button available:



It will provide you with a QR code, and a Manual Code. By using the authenticator app on your phone, you can either scan the QR code with camera, or type the manual code into the app.




User will be greeted with the QR and manual code to set it up next time logging into PestScan.



As mentioned above, there are two options for setting up 2FA, either by scanning the QR code shown on the screen by using the Authenticator app on the mobile device, or manually entering the shown "Manual code" into authenticator app on the mobile device:



After downloading the app, scan the QR code or manually enter the setup code. After scanning the QR code, the app will immediately provide you with a 6-digit code



This code refreshes every 30 seconds. Enter this code to verify that the setup is successful and click the Verify button. 

2FA should now be set up on your account!


Logging in to a 2FA-protected account


Once 2FA has been set up and you want to log in, fill in your logon name and password as usual. After clicking the login button, you will be asked to enter your 6-digit 2FA code. Open the app that provides your 2FA codes and fill in the code linked to your account.


Congratulations, once you have entered the correct code linked to your account, you will be logged in!




If 2FA is not enforced but you want to use it for your PestScan customer portal, after you log into your customer portal in PestScan, you can click on “Profile > My Account” and you will have “Setup Two Factor Authentication” button:





Following the same steps described above in How to set up 2FA section, it will provide you with a QR and a manual code, that you can scan with your authenticator app on your phone. Now you have set up 2FA for your account.

 


How to remove Two-Factor Authentication?


If you want to remove 2FA from your office portal account, you can do so by going to “Profile > My Account”. You will have “Authentication Code” field available, once you enter the authentication code from your phone’s authenticator app, you can click on “Remove”. It will ask for your validation in a pop-up, enter your PestScan login credentials, and click on “Validation”, this will remove two factor authentication. (If 2FA is enforced for all office portal users, you will be greeted with QR and manual codes to set it up again, when you are logging in to PestScan the next time.)




If you want to remove 2FA for another office portal login, please go to “Equip Company > Employees”, you will see a list. Click on Edit button on the right side for the related employee's login, and you will have “Remove” option under the logon for “Authentication code”:





(If 2FA is enforced for all office portal users, user will be greeted with QR and manual codes to set it up again, when the user is logging in to PestScan the next time.)



To remove 2FA for a customer portal login, go to “Accounts” tab in that customer account and find the login you want to remove 2FA for. If it’s the main login you are looking for, you will see “Remove” button in “Accounts” tab. If you are looking for an Extra account, they will be listed at the bottom, you need to click on the Edit button on the right side for that account, you will see the “Remove” button. Once you see the related Logon name on top of the screen, you can click on “Remove”, and you will have the validation screen, enter your PestScan logon name and password, and click on “Validation”, this will remove two factor authentication for the related login.



(If 2FA is enforced for customer portal users, user will be greeted with QR and manual codes to set it up again, when the user is logging in to PestScan the next time.) 



How to disable enforcing Two-Factor Authentication


If you do not want to enforce 2FA for any user, you can do it by using the same option from "Settings > Security > Enforce 2FA" and removing the checkmark from the box for the related option:



By hitting “Save”, you can save the changes made and 2FA will not be enforced system-wide anymore.


If you want to disable enforcing for a specific customer’s account, you can open that account and go to “Settings > Other Settings” and remove the checkmark for “Enforce two-step verification”:



Hit “Save” and changes will be saved, this account’s users won’t be enforced to use 2FA anymore.



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