Verification Process

Two-step verification setup is a refined operational playbook for Getting Started teams in Klaus Connect.

Objective

Enable stronger account security for sensitive CRM operations.

Article profile

• Primary audience: ALL
• Content type: HOW_TO

Primary app screens

• pages/auth-pages/twostepverificaction/twostep-basic.tsx

Execution workflow

1. Open two-step verification settings.
2. Register authenticator app or approved factor.
3. Store backup/recovery codes securely.
4. Validate login challenge succeeds on next sign-in.

Common failure points

• Enabling 2FA without backup code storage.

Handoff and follow-through

• Admin confirms policy compliance for all privileged users.