How to Enable 2FA/MFA on Your Copper Account: A Step-by-Step Guide

 

Enabling Two-Factor Authentication (2FA) or Multi-Factor Authentication (MFA) on your Copper account is one of the best ways to protect your sensitive business data. 2FA/MFA adds an extra layer of security by requiring not just your password, but also a second verification step—usually a code from your phone. This makes it much harder for hackers to access your account, even if they know your password.

• Log in to your Copper account using your usual email and password. If you don’t remember your login details, use the “Forgot Password” link on the login page to reset them.
• Access your account settings by clicking your profile icon (usually in the top right corner) and selecting “Settings” from the dropdown menu.
• Find the Security section. In the settings menu, look for a section labeled “Security” or “Account Security.” This is where you’ll find options for enabling 2FA or MFA.
• Choose to enable Two-Factor Authentication (2FA) or Multi-Factor Authentication (MFA). Click the button or link to start the setup process. Copper may call it “2-Step Verification” or “Multi-Factor Authentication”—these terms mean the same thing: adding another step to your login process for extra security.
• Select your preferred authentication method. Most commonly, you’ll use an authentication app like Google Authenticator or Authy. These apps generate a unique code every 30 seconds. Some platforms also allow SMS codes, but authentication apps are more secure.
• Scan the QR code with your authentication app. Open your chosen app, tap the “+” or “Add” button, and scan the QR code displayed on Copper’s setup page. This links your Copper account to your app.
• Enter the code from your authentication app into Copper. After scanning, your app will show a 6-digit code. Type this code into the field on Copper’s website to confirm the setup.
• Save your backup codes. Copper will provide backup codes in case you lose access to your phone. Write these down and store them in a safe place. You’ll need them if you ever can’t use your authentication app.
• Confirm and finish. Once you’ve entered the code and saved your backup codes, click “Finish” or “Enable.” 2FA/MFA is now active on your Copper account.

What is 2FA/MFA and why is it important?
2FA/MFA means you need something you know (your password) and something you have (your phone or authentication app) to log in. This makes it much harder for cybercriminals to break into your account, even if they steal your password.

If you need expert help with cybersecurity, readiness assessments, or want to make sure your business is fully protected, consider reaching out to OCD Tech for professional consulting.

Tips for using 2FA/MFA securely:

• Always use an authentication app instead of SMS if possible, as it’s more secure.
• Never share your backup codes or authentication app with anyone.
• Update your backup codes if you ever think they’ve been seen by someone else.
• If you change phones, transfer your authentication app before resetting your old device.

For more guidance on securing your business accounts or for a readiness assessment, OCD Tech can help you implement best practices and stay protected.

 

Essential Strategies for Securing Your Copper Account

 

Securing your Copper CRM account is crucial for protecting both your business data and customer information. With cyber threats becoming increasingly sophisticated, implementing robust security practices for your Copper account is not just recommended—it's essential. Let's explore comprehensive security measures that will help safeguard your valuable business information.

• Create a strong, unique password that combines uppercase and lowercase letters, numbers, and special characters (minimum 12 characters). Avoid using easily guessable information like birthdays or common words.
• Regularly update your password every 60-90 days to minimize the risk of unauthorized access. Never reuse passwords across multiple accounts or services.
• Be vigilant about phishing attempts targeting Copper users. Legitimate Copper emails will never ask for your password or personal information via email or text messages.
• Implement IP restrictions in your Copper account settings to limit access to specific networks, preventing login attempts from unfamiliar locations.
• Regularly review active sessions in your account security settings and terminate any suspicious or unrecognized sessions immediately.

Managing access permissions appropriately is fundamental to Copper account security. Proper user management ensures that team members only have access to the information they need to perform their duties.

• Implement the principle of least privilege by granting users only the minimum level of access required for their specific job functions.
• Regularly audit user accounts and remove access for departed employees immediately upon their exit from the organization.
• Create custom permission profiles for different user roles rather than giving everyone administrator access.
• Consider having OCD Tech perform a security review of your Copper implementation to identify potential permission vulnerabilities and recommend best practices for your specific business needs.

Maintaining device security is equally important when accessing your Copper account. Even with strong account credentials, compromised devices can lead to data breaches.

• Keep your operating system, browsers, and all software up-to-date with the latest security patches.
• Install and maintain reputable antivirus and anti-malware software on all devices used to access Copper.
• Avoid accessing your Copper account on public Wi-Fi networks. If necessary, use a trusted VPN service to encrypt your connection.
• Enable automatic screen locks on all devices to prevent unauthorized access if your device is left unattended.
• Consider implementing endpoint protection solutions recommended by security experts at OCD Tech to provide an additional layer of security for all devices accessing your Copper account.

Regular security audits and monitoring are vital for maintaining Copper account security. Proactive monitoring helps detect potential security issues before they lead to data breaches.

• Regularly review Copper's activity logs to identify unusual patterns or unauthorized access attempts.
• Schedule quarterly security reviews of your Copper implementation, including user access, data sharing settings, and integration permissions.
• Stay informed about Copper's security updates and new features by subscribing to their security notifications.
• Document your company's security protocols for Copper usage and ensure all team members receive proper training on these procedures.
• Consider engaging OCD Tech for an annual comprehensive security assessment of your entire CRM ecosystem, including Copper and connected applications.

Secure integration management is essential as many businesses connect Copper with other applications. Each integration potentially introduces new security considerations.

• Regularly audit all third-party applications and integrations connected to your Copper account.
• Remove unused or unnecessary integrations that might pose security risks.
• Verify that all integrated applications maintain security standards compatible with your organization's requirements.
• Use Copper's API tokens rather than sharing account credentials when setting up integrations.
• Implement data encryption for sensitive information both in transit and at rest when configuring integrations between Copper and other platforms.

By implementing these comprehensive security practices, you'll significantly enhance the protection of your Copper account and the valuable business data it contains. Remember that security is an ongoing process that requires regular attention and updates as both your business and the threat landscape evolve.