2-Step Authentication adds an extra layer of security to your Principle Workspace account by requiring a verification code from your mobile device when logging in.
This helps protect your account and Practice data, even if your password becomes compromised.
Before You Start
Before enabling 2-Step Authentication, make sure you have:
Access to your Principle Workspace account
A smartphone or mobile device
The Google Authenticator app installed (optional)
You can download Google Authenticator from the Apple App Store or Google Play Store.
Enabling 2-Step Authentication
Only Admin users can enable 2-Step Authentication for their workspace
Log into Principle Workspace using your email and password.
Click Settings
Click Security
Scroll down to Two-Factor Authentication and click Enabled
Next you'll need to add each user's phone number in their settings page if you haven't already.
Once enabled, users in your Workspace will be prompted to complete 2-Step Authentication each time they log in. Users can choose to verify their login using either a code sent to their mobile phone via text message or through the Google Authenticator App.
Logging In With a Text Message Code
When logging into your Principle Workspace, users can select to get a verification code sent to them by text message.
Users should:
Enter their email and password in the appropriate fields at login as normal.
When prompted for 2-Step Authentication, choose the text message option.
A verification code will be sent to the mobile phone number linked to their account in their user settings page.
They then enter the code into the login field
Complete login.
If you do not receive the text message, you can use the authenticator app option instead.
Logging in with an Authenticator App
Users can opt to use an Authenticator app instead of receiving a text message. They will need to download the app from either the Apple App store or Google Play store on their mobile device.
Enter their email and password in the appropriate fields at login as normal.
When prompted for 2-Step Authentication, select Authenticator App
Use the Google Authenticator camera to scan the QR code displayed on the screen
A 6-digit authentication code will appear in the app. Note: Authentication codes refresh automatically every 30 seconds. Always use the latest visible code.
Enter this code into Principle Workspace.
Click Verify to complete setup.
Once verification is successful, 2-Step Authentication will be enabled on your account.
Troubleshooting
Invalid Authentication Code
If the code is not being accepted:
Ensure your phone's date and time settings are set to automatic.
Wait for a new code to generate and try again.
Confirm you are using the correct Principle Workspace account inside Google Authenticator.
Lost Access to Authenticator App
If you no longer have access to your authentication device, please contact an admin in your workspace (Practice Owner or Practice Manager) who can reset your user settings, enabling you to login again. If problems persist, please your workspace administrator contact the Principle Support Team who'll be happy to help reset the 2-Step Authentication.