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Account security

Setting Up Two-Factor Authentication (2FA)

Overview

Two-factor authentication (2FA) adds an extra layer of security to your Proposal.biz account. Once enabled, you will be asked to verify your identity with a second step every time you log in  keeping your workspace protected even if your password is compromised.

Enabling 2FA

  1. Go to your Account Settings

  2. Navigate to the Security section

  3. Click Set up two-factor authentication

  4. Follow the on-screen instructions to link your authenticator app or preferred verification method

  5. Enter the verification code to confirm setup

  6. Click Enable to activate 2FA on your account

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💡 Pro Tip Use an authenticator app like Google Authenticator for the most reliable 2FA experience. Avoid relying solely on SMS-based verification where possible.

Logging In with 2FA Enabled

Once 2FA is active, here is what happens every time you log in:

  1. Enter your email and password as usual

  2. Proposal.biz will prompt you for your second verification step

  3. Enter the code from your authenticator app

  4. Click Verify to access your workspace

Disabling 2FA

If you need to turn off 2FA at any point:

  1. Go to Account SettingsSecurity

  2. Click Disable two-factor authentication

  3. Confirm your decision when prompted

Note Disabling 2FA reduces the security of your account. We recommend keeping it enabled at all times.