1a: How to Change your Cloven CRM Password and secure your CRM with MFA

1a: How to Change your Cloven CRM Password and secure your CRM with MFA

Introduction

Keeping your account secure is important. This guide will show you how to change your password and set up Multi-Factor Authentication (MFA) in your CRM account.
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If you have any questions about this article, reach out to support@bluroot.ca


Change Your Password

  1. Log in to your CRM account.

  2. Click your profile picture in the top-right corner of the screen.

  3. Select My Account.

  4. On the left-hand menu, click Security & Password.

  5. Click Change Password.

  6. Enter:

    • Your current password

    • Your new password

    • Confirm your new password

  7. Click Change Password to save your changes.

Set Up Multi-Factor Authentication (MFA)

Multi-Factor Authentication adds an extra layer of security to your account by requiring a second verification step when signing in.

  1. Log in to your CRM account.

  2. Click your profile picture in the top-right corner.

  3. Select My Account.

  4. Navigate to Security & Password.

  5. Under Multi-Factor Authentication, click to configure MFA.

  6. Choose the authentication method that works best for you:

Zoho OneAuth

Use the Zoho OneAuth mobile application to approve sign-ins and verify your identity.

SMS-Based OTP

Receive a One-Time Password (OTP) via text message each time you log in.

Authenticator App

Use an authenticator application to generate time-based verification codes.

Security Key

Use a physical security key for enhanced account protection.

Passkey

Sign in using a passkey stored on a trusted device for a secure and passwordless experience.

  1. Follow the on-screen instructions to complete the setup for your chosen method.

Need Help?

If you have any questions or need assistance setting up your password or MFA, please contact BluRoot Support and we'll be happy to help.


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