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How to Enable Multi-Factor Authentication (MFA) in Followup CRM

In this article, you'll learn how to enable MFA at the company or user level and complete login verification with a 6-digit email code.

Overview

MFA adds an extra security step at login by requiring a one-time 6-digit code sent to your sign-in email.
You can enable MFA in two ways:

  • Company-wide enforcement (Account Owner)
  • Individual user opt-in (My Settings)
 

Step-by-Step Instructions

🔐 Option A: Require MFA for all users (Account Owner)

  1. Go to Company Settings.
  2. Open the Security tab.
  3. Turn on Require email verification for all users.
  4. Save your changes.

What to expect:

  • This applies to eligible users across the account.
  • Users who sign in with Google or Microsoft may already satisfy MFA through SSO.
  • A grace period may apply after activation (if enabled in your environment).

👤 Option B: Enable MFA for your own user account

  1. Go to My Settings.
  2. Open the Security tab.
  3. Under Two-Factor Authorization, enable Email me a code at login.
  4. Save your changes.
    MFA

✉️ Complete MFA during login

  1. Sign in with your normal login method.
  2. Check your sign-in email inbox for a 6-digit verification code.
  3. Enter the code on the MFA verification screen.
  4. Click Verify to finish signing in.

Result

After setup, your account (or your entire team, if enforced) uses email-based MFA at login, adding a stronger layer of protection to Followup CRM access.

 

Best Practices

  • Use a sign-in email you can access quickly.
  • Always use the most recent verification code email.
  • Check spam/junk folders if code delivery is delayed.
  • If enforcing company-wide MFA, notify users before activation.
  • Keep SSO settings and security policies aligned across your team.

Happy Selling!