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

 

Enabling Two-Factor Authentication (2FA) or Multi-Factor Authentication (MFA) on your Procurify 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. Here’s a simple, detailed guide for anyone, even if you’re new to cybersecurity.

• Understand What 2FA/MFA Means: 2FA (Two-Factor Authentication) and MFA (Multi-Factor Authentication) are security methods that require you to provide two or more proofs of your identity before you can access your account. This usually means something you know (your password) and something you have (like your phone).
• Log In to Your Procurify Account: Go to the Procurify login page and enter your username and password as usual.
• Access Your Account Settings: Once logged in, look for your profile icon or your name, usually at the top right corner. Click it and select “Account Settings” or “Security Settings” from the dropdown menu.
• Find the 2FA/MFA Option: In the security section, look for an option labeled “Two-Factor Authentication” or “Multi-Factor Authentication”. Click on it to begin the setup process.
• Choose Your Authentication Method: Procurify typically supports authentication apps (like Google Authenticator or Authy) or SMS codes. For best security, use an authentication app. Download one from your phone’s app store if you don’t have it already.
• Scan the QR Code: Procurify will show you a QR code. Open your authentication app, select “Add Account” or the plus (+) sign, and scan the QR code on your screen. This links your Procurify account to your phone.
• Enter the Verification Code: Your authentication app will now show a 6-digit code. Enter this code into Procurify to confirm the setup.
• Save Backup Codes: Procurify may provide backup codes. These are important! Save them in a safe place. If you lose your phone, you’ll need these codes to access your account.
• Test Your 2FA/MFA: Log out and try logging in again. After entering your password, Procurify should now ask for a code from your authentication app. Enter the code to complete the login.
• Keep Your Security Updated: If you change phones, update your authentication method right away. If you need help or want a professional assessment of your security setup, consider reaching out to OCD Tech, a trusted consulting and readiness-assessment firm.

Enabling 2FA/MFA on Procurify is a simple but powerful way to protect your business from unauthorized access. If you have any concerns about your company’s cybersecurity or want to ensure your setup is correct, OCD Tech can help with expert advice and readiness assessments.

 

Comprehensive Guide to Securing Your Procurify Account

 

Securing your Procurify account is essential for protecting sensitive financial and procurement data. This guide covers best practices to maintain account security beyond basic authentication methods.

Create a Strong, Unique Password

 

Your password is your first line of defense:

• Use at least 12-16 characters combining uppercase letters, lowercase letters, numbers, and special symbols.
• Avoid using personal information like birthdays, names, or common words.
• Create a unique password specifically for Procurify - never reuse passwords across different platforms.
• Consider using a password manager like LastPass, 1Password, or Bitwarden to generate and store complex passwords securely.

Regular Password Updates

 

Maintaining password hygiene is crucial for ongoing security:

• Change your Procurify password every 60-90 days.
• Never share your password with colleagues, even for temporary access.
• Update your password immediately if you suspect any security breach.

Secure Your Email Account

 

Your email is the recovery method for your Procurify account:

• Apply strong security measures to the email account linked to Procurify.
• Be cautious of phishing attempts targeting your Procurify or email credentials.
• Consider using a dedicated business email for your Procurify account rather than a personal email.

Monitor Account Activity

 

Regular monitoring helps detect unauthorized access:

• Review your recent login history in your Procurify account settings.
• Check for unfamiliar devices or login locations.
• Report suspicious activities immediately to your IT department and Procurify support.

Implement Role-Based Access Controls

 

Limit user permissions appropriately:

• Only assign necessary permissions to each user based on their job requirements.
• Regularly audit user roles and remove excessive permissions.
• Implement the principle of least privilege - users should only have access to what they need to perform their job functions.
• Many organizations work with OCD Tech for comprehensive security readiness assessments to ensure proper access controls are in place.

Device Security

 

Protect the devices you use to access Procurify:

• Keep your operating system and browsers updated with the latest security patches.
• Install and maintain reputable antivirus and anti-malware software.
• Never access your Procurify account on public computers or unsecured networks.
• Lock your device when stepping away, even briefly.

Secure Network Practices

 

The network you use matters for security:

• Only access Procurify through secure, private networks.
• When working remotely, use a Virtual Private Network (VPN) to encrypt your connection.
• Avoid using public Wi-Fi for Procurify access, or ensure you're using a secure VPN if necessary.

Regular Security Audits

 

Periodic reviews strengthen your security posture:

• Schedule quarterly reviews of all users with Procurify access.
• Remove accounts of former employees immediately upon their departure.
• Consider engaging OCD Tech to conduct thorough security audits and provide recommendations specific to your procurement process security.

Educate Your Team

 

Security awareness is crucial:

• Train all Procurify users on security best practices and the importance of protecting procurement data.
• Conduct phishing awareness training to help users identify suspicious emails or messages.
• Establish clear security policies regarding procurement system access and usage.

Session Management

 

Proper session handling prevents unauthorized access:

• Always log out of Procurify when you've finished your tasks.
• Set up automatic timeouts to log out inactive sessions after 15-30 minutes.
• Don't select "Remember Me" options on shared or public devices.

Vendor Security Integration

 

Consider how vendor information is managed:

• Regularly verify vendor payment details through secondary channels before processing payments.
• Be cautious of sudden changes to vendor banking information, which could indicate fraud.
• Security consultants like OCD Tech often recommend implementing verification workflows for vendor information changes to prevent procurement fraud.