Signing Up and Signing In

To access 2ic Pallets, we need to sign up or sign in using our email address or a linked social account. Other users can be invited via email to sign up and access our database.

1. Open https://app.2icsoftware.com/.
2. If we have signed up previously, choose Sign In, enter the email and password, and click the green arrow.
3. If we are signing up for the first time, choose Sign Up, enter our email address, create a password, and click the green arrow. A link is sent to our email address to verify it. Click the link to verify and return to 2ic Pallets.

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Organisations are typically created by the 2ic Software team. Alternatively, see creating organisations.

Setting Language and Region link arrow_upward

If this is our first time signing in, we need to select a locale to display the app in our language and regional formats.

1. Click the 2ic Pallets logo in the top-left corner of the page.
2. Click the flag icon in the top-right corner of the page to select our language and region.
3. If a database is not open, click (No Database) and open our database. This adds more links to the navigation menu.

Linking Additional Sign-in Options link arrow_upward

Once signed in, social accounts may be linked to our user account for alternative ways to sign in.

1. Click our name in the top-left corner of the page, and open My Details.
2. Under Sign-in Options, add a social account, click Sign Up, and follow the prompts.
3. When signing in next we can use either sign-in option.

Account Security link arrow_upward

Using Passkeys link arrow_upward

A passkey is a digital credential that allows us to sign in without our password. It is connected to our device and allows us to login faster using our device's pin or biometrics.

1. A prompt will appear upon signing up, or next signing in. Click Create a passkey.

2. A prompt will appear on our device to save a passkey. Select either Face, Fingerprint or PIN, then follow the prompts.
3. Once the passkey is saved, it will sign us into 2ic Pallets.
4. The next time we sign in, click Continue with a passkey, and sign in.

If our laptop device does not support saving passkeys, we can choose to save the passkey on our iPhone, iPad, or Android device.

1. A QR code is presented on-screen. We scan this using the camera on our iPhone, iPad, or Android device.
2. A prompt will appear on our device to save a passkey, click continue and wait for a confirmation to appear on our computer. This request can time out quickly.
3. Once the passkey is saved, it will sign us into 2ic Pallets.
4. The next time we sign in, click Continue with a passkey, and sign in.

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When to contact 2ic Software support:

• If we can no longer access the passkey or device.
• If we click Don't show me again on the passkey prompt, and we would like to set it up.

Using Multi-factor Authentication link arrow_upward

Multi-factor authentication (MFA) is another secure way to protect our account. This can be setup in addition to passkeys. MFA can be enforced across our database. Otherwise, we can set MFA up individually once we are signed in.

1. Sign into 2ic Pallets.
2. Click our name in the top-left corner of the page, and open My Details.
3. Under Sign-in Options, tick Use multi-factor authentication. MFA will be required the next time we sign in.
4. When we next sign in, a QR code is presented on-screen. We scan it using an authenticator app on our phone, e.g. Google Authenticator, or Microsoft Authenticator.
5. The authenticator app provides a code. Enter this code in 2ic Pallets to complete the sign in. This will be required each time we sign in.
6. A recovery code will appear. Copy this recovery code and keep it somewhere safe to use it to sign in without the authenticator app.

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Once multi-factor authentication is activated, it must be used to sign in. To switch it off, we use it to sign in before unticking the option on the My Details page.

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Auth0 require MFA to initially be setup via an authenticator app. It only needs to be set up once on any device (personal or an organisation's.) After this has been setup, we do not have to use the authenticator app as our MFA method, we can use Email or Recovery Code.

Using Email as MFA link arrow_upward

1. On 'Verify Your Identity' screen, click Try another method.

2. Click Email. A code will be sent to our email address.
3. Enter the code from the email in 2ic Pallets to complete the sign in.

Using Recovery Code as MFA link arrow_upward

1. On 'Verify Your Identity' screen, click Try another method.
2. Click Recovery code that was presented on-screen.
3. Enter the recovery code we were provided when setting up MFA.

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When to contact 2ic Software support:

• If we need to switch off multi-factor authentication.
• If we uninstall the authenticator app.
• If we can no longer access the authenticator app, email address or recovery code we setup.