Two-step sign-in and getting back in

This page shows you how to set up and use a second sign-in step, and how to get back in if you lose it.

Set it up

  1. Click Account in the top menu and find Two-step verification.The two-step section of the Account page
  2. Click Add a passkey to use Touch ID, Face ID or Windows Hello, and save it to this computer. Or click Set up authenticator app, scan the QR code, type the 6-digit code, and click Verify and turn on.The authenticator app setup with the QR code
  3. When Save your backup codes appears, click Copy codes, keep them somewhere safe, and click I've saved them.The backup codes window
  4. If you're your practice's only owner, add a second way to sign in, ideally on a different device: a passkey (click Add a passkey or Add another passkey) or an authenticator app (click Set up authenticator app or Add another authenticator app). Backup codes don't count. If your practice requires two-step, every sign-in needs two ways in on file 30 days after your first approved payroll or first payment (or 30 days after you join, if that's later); you'll see the date on your payroll page.

Sign in

  1. Type your email and password and click Sign in.
  2. Type the 6-digit code from your app and click Verify, or click Use my passkey.The second-step page with the code box
  3. On your own computer only, tick Trust this computer for 30 days.

Lost your phone?

  1. On the second-step page, click Lost your phone? Use a backup code.
  2. Type one backup code and click Use backup code. A backup code signs you in once; it is not a second step, and it doesn't remove any of your sign-in steps. If you lost the device, remove its second step on your Account page and add a new one.

No backup codes either?

If you're not an owner, ask an owner of your practice:

  1. The owner opens Team, chooses you, and clicks Reset second step…. They give you an 8-digit enrollment code in person or by phone.The Team page reset section with Reset second step
  2. Sign in with your password and type the code in Enrollment code. Then set up a new second step within 30 minutes.

If you're an owner, or no owner can help:

  1. On the sign-in page, click Lost your second step?, type your email, and click Email me a link.
  2. Open the link, type your password, and click Start the reset. Use this same browser from now on.The waiting page showing the time left
  3. Wait up to 72 hours, sometimes longer; the page says why. An owner or admin can give you a code to shorten it: type it and click Enter code.
  4. When the wait is over, open the waiting page again. Open the link we email you, type your password, and click Finish the reset.
  5. Click Set up my second step and set up a new one within 30 minutes.

If something's wrong

  • You forgot your password. Click Forgot password? on the sign-in page.
  • You got a reset email you didn't ask for. Click This wasn't me in the email. Then change your email account's password.
  • It says the reset can't be finished here. Open the link in the browser where you started the reset.
  • Encrypted

    Every connection to us, and the data we store.

  • A business associate agreement

    With every practice, before its first export is read.

  • Patient names stay on your computer

    Removed in your browser before anything is sent.

  • Two-step sign-in

    Required by default to approve pay and export.

  • Hosted in the US

    On Amazon Web Services, backed up daily.

How we handle patient and payroll data →