Mandatory Two-Factor Authentication for all CRF technology platforms

Here's what you need to know

CRF technology platforms require all users to comply with two-factor authentication (2FA) as a part of the login process.

Two-factor authentication adds an extra layer of security when you sign into an account by requiring you to log in with your current password and secondary security code that is delivered to a mobile device via a mobile app.

This addition allows us to keep our data secure and satisfy GLBA security requirements imposed by the Federal Trade Commission (FTC).

SETTING UP TWO-FACTOR AUTHENTICATION

Step 1 – Logging into Connect or Exchange.

If it’s your first-time logging onto the platform you will need to accept the invite and register your account. After you register your account, you will be prompted to set up multifactor authentication.

Step 2 – Download the Google Authenticator or Microsoft Authenticator app from your phone’s app store.

Note: CRF does not require a specific 2FA software integration. If your organization requires you to use a preferred 2FA application to access your current systems and platforms, please add your CRF technology login information to that preferred app.

The steps below are designed for those who choose to use the Microsoft Authenticator. GSuite accounts may need to take additional steps. For detailed instructions on how to set up Google Authenticator, visit – Google Support.

Step 3 – Link your account to the Authenticator app

Note: the steps to link your account may be slightly different if you are using Microsoft authenticator for the first time.

For new Authenticator app users: If you are using Microsoft Authenticator app for the first time, link your account by clicking the “Scan QR Code” and then scan the QR code.

For returning Authenticator app users: If you already utilize Microsoft Authenticator app, link your account by clicking the plus symbol (+) symbol in the upper right corner of the app and then scan the QR code.

After linking your account by scanning the QR code with your authenticator app, enter the code generated by your authenticator app in the submission field shown below.

Note: Due to frequent updates, images may vary by user, account, and device

After you enter in the code, click “save.”

Step 4 – Complete the Login Process

After your account appears in your Authenticator app, you can use the one-time code to sign in. Note: you need will need to log into the Authenticator app to retrieve new code each time you log in C2C or Exchange.

TROUBLESHOOTING

For questions or support with troubleshooting, please reach out to us at support@connect2capital.com.

Mandatory Two-Factor Authentication for all CRF technology platforms

Here's what you need to know

SETTING UP TWO-FACTOR AUTHENTICATION

TROUBLESHOOTING

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