Set up Two Factor Authentication (2FA)

Two-factor authentication (2FA), also known as multi-factor authentication (MFA), is a security mechanism that requires two or more forms of identification to access an account. This is different from traditional authentication, which only requires a password.

To ensure the security of sensitive data within triConvey and to comply with regulations in some states, we have introduced Two Factor Authentication as an optional feature for staff members.

Table of Contents

• Getting Started
• Setting Up Two Factor Authentication 
• Working with Two Factor Authentication
• Check who has enabled Two Factor Authentication in your firm
• Frequently Asked Questions

2FA Becomes Mandatory on 31 October 2025 

The deadline to set up Two Factor Authentication (2FA) on your triConvey account has been extended to 31 October 2025. Enable now to avoid login issues after this date, and to keep your data secure.

Getting Started

The individual user must enable Two Factor Authentication for themselves only. 

Setting Up Two Factor Authentication 

triConvey Desktop App triConvey Companion Site Web App

1. Select the gear icon from the top-right corner of the triConvey Desktop App.

2. Select Staff & Users and double-click on the staff member's name.
3. Scroll down to the Security section and click Set up.
4. Follow the prompts in the Two Factor Authentication setup wizard.
5. Enter your triConvey password.
6. Enter your mobile phone number.
7. You will receive an SMS from triConvey with a 6-digit code. Enter this code in the window.
8. You will be presented with two QR codes. Choose between iOS or Android to download Google Authenticator to your device. Click Next if you already have an Authenticator app installed on your device.  Other Authenticator apps such as Microsoft Authenticator will work also.
9. On your Authenticator app, choose the option to Scan a QR code. Point your device at the QR code on the screen. Select Next.
10. Enter the code displayed in your Authenticator app.

Tip: The code will change to a new one after a short period of time.

11. If the code is successful, you will receive a confirmation prompt. After this, you can close the window.
Once setup is complete, you will now have Two-Factor Authentication enabled. You will be required to authenticate on login going forward.

1. Select the gear icon from the bottom-left corner.
2. Select My Preferences.

3. From Account Security, select Enable 2FA under the Two-Factor Authentication section.
4. Follow the prompts in the Two-Factor Authentication setup wizard.
5. Enter your triConvey password.
6. Enter your mobile phone number.
7. You will receive an SMS from triConvey with a 6-digit code. Enter this code in the window.
8. You will be presented with two QR codes. Choose between iOS or Android to download Google Authenticator to your device. Click Next if you already have an Authenticator app installed on your device.  Other Authenticator apps such as Microsoft Authenticator will work also.
9. On your Authenticator app, choose the option to Scan a QR code. Point your device at the QR code on the screen. Select Next.
10. Enter the code displayed in your Authenticator app.

Tip: The code will change to a new one after a short period of time.

11. If the code is successful, you will receive a confirmation prompt. After this, you can close the window.
Once setup is complete, you will now have Two-Factor Authentication enabled. You will be required to authenticate on login going forward.

Working with Two Factor Authentication

Once Two Factor Authentication has been enabled for your account, you must verify yourself each time you log in to triConvey via the desktop and web app.

For security reasons, you are required to verify yourself every time you log in. There is no option to remember your device. 

Check who has enabled Two Factor Authentication in your firm

Only a Firm Owner is able to view which staff members have Two Factor Authentication enabled.

1.    Select the gear icon from the top-right corner of the triConvey Desktop App.

2.    Select Staff & Users.

3.    Navigate across to the 2FA column to view your staff's Two Factor Authentication status. 

Tip:  Staff members who have successfully set up Two Factor Authentication will have a green tick next to their name.

4.    Opening a staff card also displays their Two Factor Authentication status but personal information such as the device used and the verification code will not be visible.

Frequently Asked Questions