How to Set Up Multi-Factor Authentication in Action Builder

Multi-Factor Authentication (MFA) adds a second layer of security to your Action Builder account. When enabled, you will be asked to verify your identity with a code each time you log in, in addition to your password. This helps keep your account secure even if your password is ever compromised.

MFA is one of the simplest and most effective ways to protect your account and your organization's data. We recommend all users set it up. Admins can also require it across their entire organization.

How to Set Up MFA

Step 1: Go to your User Profile

Navigate to your User Profile from your account settings. Scroll down and click the Setup Multi-Factor Authentication button.

Step 2: Choose a verification method

You will be prompted to choose how you want to receive your verification code. Two options are available:

• Authenticator App (Recommended): Use an app like Google Authenticator, 1Password, or Authy to generate a verification code. This is the more secure option and does not rely on cell service.
• SMS: Receive a one-time verification code by text message each time you log in.

Select your preferred method and click Continue.

Step 3: Complete setup

• If you selected Authenticator App, a QR code will appear on screen. Open your authenticator app, scan the QR code, and click Continue. If you cannot scan the QR code, select Unable to scan? Enter code manually to enter a setup key instead.
• If you selected SMS, you will be prompted to enter your phone number to receive a verification code by text.

Once setup is complete, MFA will be active on your account. You will be asked to enter a verification code each time you log in.

For Admins

Admins can require MFA for all users in their organization or manage MFA settings on a per-user basis from the account settings. Requiring MFA organization-wide is a security best practice, particularly for teams managing sensitive contact, member, or constituent data.