Default sign-in method

Pick the method you want to use when you sign in. You can always switch to another method on the sign-in screen.

If your firm doesn't ask for a verification code at sign-in, this card says there is nothing to choose.

Authenticator app

On

Get your login code from an app on your phone instead of waiting for an email or text. Works with Google Authenticator, Microsoft Authenticator, Authy, 1Password, Bitwarden, and the password manager built into iPhone and Android.

✓ Set up (My iPhone)
Added Aug 12, 2026. Last used Sep 30, 2026, 8:41 AM.

Lost your phone? Sign in with an email or text code instead, then remove this and set it up again. An administrator can also reset it for you.

Password & sessions

Password
To change it, use Forgot password? on the sign-in page, or ask an Owner / Admin to send you a reset link (Settings → Users & roles).
One session
Only one session is allowed at a time. Signing in on another computer signs you out here with "You were signed out because your account was logged in from another device."
Trusted computer
"Trust this computer" skips the code on this computer for the number of hours your firm allows (set by an admin in Settings → Data & security).