Using MFA (Multi-Factor Authentication)

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Multi-Factor Authentication or 2-step verification makes your Planning Maestro account more secure by requiring you to authenticate your identity in two ways:

1.Your username and password.

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2.A code generated by a Time-based One-Time Password (TOTP) app on your phone or other device.

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This document shows you, a Planning Maestro user, how to enable, use, and disable Multi-Factor Authentication for your own account.

Warning.png Please NoteMulti-Factor Authentication is not available if your company already uses SSO (Single Sign On).

Info.png Please Note:

Enabling Multi-Factor Authentication

Step 1: In your Planning Maestro account, click on the Profile icon ( Profile.png ) in the top right.

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Info.png Please Note: If your Administrator has required MFA for all users, skip this step – your account will open to the Profile page right away and a notification message will appear.

Message you see if an Administrator has required MFA for all users:

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Step 2: The Profile page opens. Under Multi-Factor Authentication, click on the Enable Multi-Factor Authentication toggle switch to turn it to the ON position.

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New fields appear below.

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Step 3: On your phone or another device, install a TOTP (Time-based One Time Password) app.

Info.png Please Note: Common TOTP or password authentication apps include Google Authenticator, Duo Mobile, and Authenticator. Most of these apps are free.

Step 4: After installing the TOTP app, open the app, aim the device’s camera at the square-shaped QR code on the screen, and scan it. The app should acknowledge a successful scan.

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Info.png Please Note: If the device does not have a camera or you cannot scan the QR code successfully, enter the code in red text under step 2 for Multi-Factor Authentication page into the app. In the example screenshot, the code is A4XT7NSBX374GWYU663E2CARR3YZTDEX.

Step 5: After you install the TOTP app and scan the QR Code, the app should give you a temporary 6-digit password or authentication code. (Most apps change the password/authentication code every 10 seconds or so.) Enter that 6-digit password in the field provided in Planning Maestro and click Save.

Example of a TOTP app, Authenticator:

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  • A confirmation message appears.
  • A message appears with your backup recovery codes. You can use these codes if you need to log into Planning Maestro but misplace the phone or other device that has the TOTP app. Each code only works once.

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Info.png Please Note: If you misplace your phone and your backup recovery codes, please ask your Administrator to temporarily disable MFA for you. Then, you can set it up again and generate new recovery codes.

If you used up all your backup recovery codes, please ask your Administrator to temporarily disable MFA for you. Then, you can set it up again and generate new recovery codes.

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