Step by step
- Sign in as an owner and open Administration › Settings › Security.
- Tick Require two-step sign-in for owners and admins.
- Press Save security. You see "Two-step sign-in is required for owners and admins."
- At their next sign-in, each owner and admin is taken to the Two-step sign-in page and chooses Email me a code or Use an authenticator app.
Who is affected
Owners and admins only. Dispatchers and engineers are not affected.
Only an owner can change this. An admin who tries sees "Only an owner can change this."
Until an owner or admin has entered a code, SubClik shows them none of the firm's data.
Turning it off
Untick the box and press Save security: "Two-step sign-in is no longer required." People who have set up an app keep it.
Tips
- Set it up for yourself first (see the two-step sign-in article), then turn on the requirement for everyone.
Questions
What do I need?
Nothing to install: the code can come by email. An authenticator app (Google Authenticator, Microsoft Authenticator, 1Password or the iPhone Passwords app) also works.
An admin lost their phone.
They choose No phone with you? Email me a code instead on the sign-in page. To remove the app for good, contact SubClik support.
Works together with
- Two-step sign-inA 6-digit code, sent to your email or shown by an authenticator app, asked for after your password. It protects owner and admin accounts, which can see invoices, bank details and every customer, if a password leaks.
- Set up two-step sign-in on your phoneAdd SubClik to your authenticator app once, by tapping a button on the phone or scanning a QR code from a computer.
- Roles: who can see and do whatEvery login has a role: owner, admin, dispatcher, engineer or customer portal. The role decides what that person sees and can change.
- Add your bank details to invoicesThe account customers pay into by bank transfer, printed on your invoices. Only owners and admins can see or change it.
- Audit log: who changed whatA permanent record of important changes: team access, settings, bank details, job rates, contract billing, integrations, API keys, printer agents and payments brought in automatically. Entries cannot be edited or deleted.