To ensure the security of sensitive data within EvolveGo on your device and to comply with regulations in some states, we have introduced Two-Factor Authentication as an optional selection per staff member.

Setting Up

Two Factor Authentication can be managed via the individual users' Staff card. 

To enable 2FA, the user will be required to complete a number of steps in verifying their identity, including: 

• EvolveGo password  

• Mobile phone verification  

• Authenticator app*

Note: Any Authenticator App you already have should work. If you don't have one, we recommend Google Authenticator.

Once setup is complete, you will now have Two Factor Authentication set up on your account. You will be required to authenticate on login going forward. 

If you are a Firm Owner, you can view the Staff and Users tab to have visibility over your staff's 2FA status.

Working with 2FA

Once Two Factor Authentication has been enabled for your account, you must verify yourself each time you log in to EvolveGo  (via desktop, billing or mobile). 

Good to Know

• For security reasons, you are required to verify yourself every time you log in.
• There is no option to remember your device.
• You can view your colleagues' 2FA status in the staff and users tab, but their personal information will not be visible.
• You must enable 2FA for yourself only.
• We recommend using the Google Authenticator app for authentication, but any authenticator app will work.
• After your first login, your login credentials will expire after six months.
• You will receive a notification seven days before the password expiry, prompting you to reset your password. If you fail to reset your password, you will receive a notification indicating that you are working offline and need to reset your password.
• If you have lost your 2FA device or do not have access to the authenticator, contact our Support Team to regain access to your account.