How to enable 2FA/MFA on a Tallyfy account?

Learn how to enable 2FA/MFA on your Tallyfy account to boost security. Step-by-step guide for setting up two-factor authentication and protecting your data.

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Reviewed by Content Team

Daniel Goren, Head of Content

Updated June, 28

Guide

How to enable 2FA/MFA on a Tallyfy account?

 

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

 

Enabling Two-Factor Authentication (2FA) or Multi-Factor Authentication (MFA) on your Tallyfy 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 Tallyfy account using your usual username and password. If you don’t have an account, you’ll need to create one first.
  • Go to your account settings. Look for your profile icon or your name, usually at the top right corner of the dashboard. Click it, then select “Settings” or “Account Settings” from the dropdown menu.
  • Find the Security or Authentication section. In your settings, look for a section labeled “Security,” “Login & Security,” or “Authentication.” This is where you’ll find options for 2FA or MFA.
  • Choose to enable 2FA/MFA. Click the button or link that says “Enable Two-Factor Authentication” or “Enable Multi-Factor Authentication.”
  • Select your preferred authentication method. Tallyfy usually offers options like:
    • Authenticator app (such as Google Authenticator or Authy): You’ll scan a QR code with your app, which will then generate a unique code every time you log in.
    • SMS verification: You’ll receive a code via text message each time you log in.
  • Follow the on-screen instructions. If you choose an authenticator app, open the app on your phone, scan the QR code shown on Tallyfy, and enter the code generated by the app. If you choose SMS, enter your phone number and type in the code sent to you.
  • Save your backup codes. Tallyfy will often provide backup codes in case you lose access to your phone. Write these down and store them in a safe place.
  • Confirm and finish setup. After entering the code, Tallyfy will confirm that 2FA/MFA is enabled. The next time you log in, you’ll need both your password and a code from your chosen method.

What is 2FA/MFA and why is it important?

  • 2FA/MFA means you need two (or more) things to log in: something you know (your password) and something you have (like your phone).
  • This makes it much harder for cybercriminals to break into your account, even if they steal your password.
  • It’s a simple but powerful way to protect your business and personal information.

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, a trusted consulting firm specializing in security best practices.

 

Need Help Securing Your Accounts?

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Best Practices

Best Practices and Tips for Securing Your Tallyfy Account

 

Best Practices and Tips for Securing Your Tallyfy Account

 

Securing your Tallyfy account is crucial for protecting your business processes and sensitive data. As workflow automation becomes increasingly central to business operations, implementing robust security measures ensures your organization's information remains protected. Let's explore comprehensive security practices specifically tailored for Tallyfy users:

  • Create a strong, unique password - Use a combination of uppercase and lowercase letters, numbers, and special characters. Aim for at least 12-16 characters. Avoid using easily guessable information like birthdays, company names, or sequential numbers.
  • Implement regular password changes - Update your Tallyfy password every 60-90 days. Never reuse passwords across multiple accounts, as this creates vulnerability if one account is compromised.
  • Utilize a password manager - Tools like LastPass, 1Password, or Bitwarden can generate and store complex passwords securely, eliminating the need to remember multiple credentials.
  • Be cautious with session management - Always log out of your Tallyfy account when using shared or public computers. Check the "Remember me" option only on trusted personal devices.
  • Verify email notifications - Tallyfy sends notifications about account activities. Review these regularly to spot unauthorized access attempts or suspicious activities.
  • Implement proper user access controls - Assign appropriate permission levels to team members based on their roles. Regularly audit user accounts and remove access for departed employees immediately.

Advanced Security Considerations for Tallyfy

  • Review login history regularly - Check for any unusual login locations, times, or devices that might indicate unauthorized access.
  • Secure your email account - Since password resets go to your email, ensure your email account has strong security measures in place.
  • Update contact information - Keep your recovery phone number and email address current to ensure you can regain access if needed.
  • Be alert to phishing attempts - Be suspicious of emails requesting your Tallyfy credentials, even if they appear to come from Tallyfy. The company will never ask for your password via email.
  • Consider a security assessment - Companies like OCD Tech offer comprehensive security readiness assessments that can identify vulnerabilities in your workflow security practices.

Creating a Secure Environment Around Your Tallyfy Usage

  • Keep devices updated - Ensure your operating system, browsers, and security software are current with the latest security patches.
  • Use secure networks - Avoid accessing Tallyfy on public Wi-Fi networks. If necessary, use a VPN service to encrypt your connection.
  • Implement endpoint security - Install and maintain antivirus and anti-malware software on all devices used to access Tallyfy.
  • Establish clear security policies - Create and communicate guidelines for handling sensitive workflow data within Tallyfy. Many organizations work with security consultants like OCD Tech to develop comprehensive security policies tailored to workflow automation platforms.
  • Train your team - Ensure all Tallyfy users understand security best practices, including how to identify potential threats and the importance of adhering to security protocols.

Responding to Security Incidents

  • Have a response plan ready - Know what steps to take if you suspect your Tallyfy account has been compromised.
  • Change passwords immediately - If you detect suspicious activity, change your password right away.
  • Contact Tallyfy support - Report any security concerns promptly to receive assistance.
  • Document the incident - Keep records of any security breaches for future reference and potential security improvements.
  • Consider professional security consultation - For organizations managing sensitive workflows, specialists at OCD Tech can provide incident response guidance and help strengthen your security posture after an incident.

By implementing these workflow security best practices, you'll significantly enhance the protection of your Tallyfy account and the valuable business process data it contains. Remember that security is an ongoing process requiring regular attention and updates as new threats emerge and your business needs evolve.

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Does OCD Tech offer ongoing security training or audits for staff?

Absolutely. OCD Tech provides tailored internal IT Audit training and security awareness sessions, plus annual reviews of Written Information Security Programs (WISP), such as Massachusetts 201 CMR 17 and other state or industry-specific controls.

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