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Two-Factor Authentication (2FA)

Two-Factor Authentication adds an extra layer of security to your Xermius account by requiring both your password and a verification code from your mobile device.

What is 2FA?​

Two Factors of Authentication​

Something you know:

  • Your password

Something you have:

  • Your mobile device with authenticator app
  • Generates time-based codes (TOTP)

How It Works​

1. Enter username & password
↓
2. Enter 6-digit code from app
↓
3. Access granted ✓

Without your phone, even if someone has your password, they cannot access your account.

Why Enable 2FA?​

Security Benefits​

✅ Prevents unauthorized access - Even if password is compromised
✅ Protects sensitive data - Hosts, SSH keys, credentials
✅ Industry best practice - Required by many organizations
✅ Peace of mind - Sleep better knowing account is secure

When 2FA is Required​

  • Enterprise plans - Mandatory for all users
  • Team accounts - Admin can require for all members
  • API access - Required for generating API tokens
  • Payment changes - Extra verification for billing

Setting Up 2FA​

Prerequisites​

You'll need:

  • Xermius account (signed in)
  • Smartphone or tablet
  • Authenticator app installed

Step 1: Choose Authenticator App​

Install one of these apps on your mobile device:

Recommended Apps:

Google Authenticator​

Microsoft Authenticator​

Authy​

1Password​

  • iOS/Android: 1Password
  • ✓ Password manager + 2FA
  • ✓ Cloud backup
  • ✓ Paid (subscription)

Step 2: Enable 2FA in Xermius​

  1. Sign in to your Xermius web dashboard
  2. Navigate to Security → Two-Factor Authentication
  3. Click "Enable Two-Factor Authentication" button

Step 3: Scan QR Code​

┌─────────────────────────────────────────┐
│ Setup Two-Factor Authentication │
├─────────────────────────────────────────┤
│ │
│ Scan this QR code with your │
│ authenticator app: │
│ │
│ ┌─────────────────┐ │
│ │ █▀▀▀▀▀█ ▀ █▀▀▀│ │
│ │ █ ███ █▀█ ▀ ▀ │ │
│ │ █ ▀▀▀ █ ██▄▀▀ │ │
│ │ ▀▀▀▀▀▀▀ ▀ █ █ │ │
│ │ ▀ █▀▀█▀ █ ▀▀▀ │ │
│ └─────────────────┘ │
│ │
│ Or enter this code manually: │
│ JBSWY3DPEHPK3PXP │
│ │
│ Account: user@xermius.com │
│ Issuer: Xermius │
│ │
│ [Continue] │
└─────────────────────────────────────────┘

To Scan:

  1. Open authenticator app
  2. Tap "+" or "Add Account"
  3. Select "Scan QR Code"
  4. Point camera at QR code
  5. Account added to app

Manual Entry:

  1. Tap "Enter Setup Key" in app
  2. Enter:
    • Account: user@xermius.com
    • Key: JBSWY3DPEHPK3PXP
  3. Click "Add"

Step 4: Verify with Code​

After scanning/entering:

┌─────────────────────────────────────────┐
│ Verify Two-Factor Authentication │
├─────────────────────────────────────────┤
│ Enter the 6-digit code from your app: │
│ │
│ ┌───┬───┬───┬───┬───┬───┐ │
│ │ 1 │ 2 │ 3 │ 4 │ 5 │ 6 │ │
│ └───┴───┴───┴───┴───┴───┘ │
│ │
│ Code expires in: 24 seconds │
│ │
│ [Cancel] [Verify Code] │
└─────────────────────────────────────────┘
  1. Open authenticator app
  2. Find Xermius account
  3. Note the 6-digit code
  4. Enter code (you have 30 seconds)
  5. Click "Verify Code"

Step 5: Save Recovery Codes​

IMPORTANT: Save these codes in a safe place!

┌─────────────────────────────────────────┐
│ Save Your Recovery Codes │
├─────────────────────────────────────────┤
│ Use these codes if you lose access to │
│ your authenticator app. Each code can │
│ only be used once. │
│ │
│ 1. ABCD-EFGH-IJKL-MNOP │
│ 2. QRST-UVWX-YZAB-CDEF │
│ 3. GHIJ-KLMN-OPQR-STUV │
│ 4. WXYZ-ABCD-EFGH-IJKL │
│ 5. MNOP-QRST-UVWX-YZAB │
│ 6. CDEF-GHIJ-KLMN-OPQR │
│ 7. STUV-WXYZ-ABCD-EFGH │
│ 8. IJKL-MNOP-QRST-UVWX │
│ │
│ [Download] [Print] [Copy] │
│ │
│ [✓] I have saved these codes │
│ │
│ [Continue] │
└─────────────────────────────────────────┘

How to Save:

Option 1: Download (Recommended)

  • Click "Download"
  • Save to secure location
  • Encrypt the file
  • Back up to multiple locations

Option 2: Print

  • Click "Print"
  • Print on paper
  • Store in safe place (fireproof safe, bank vault)

Option 3: Password Manager

  • Copy codes
  • Save in password manager (1Password, LastPass, etc.)
  • Add note: "Xermius 2FA Recovery Codes"

⚠️ Warning:

  • Do not lose these codes!
  • Without them, you may lose account access if you lose your phone
  • Store securely but accessibly

Step 6: Success!​

✓ Two-Factor Authentication Enabled

Your account is now protected with 2FA.
You will need your authenticator app
each time you sign in.

[Done]

Using 2FA to Sign In​

Normal Sign In Process​

  1. Enter credentials:

    Email: user@xermius.com
    Password: ••••••••••••••••
  2. Click "Sign In"

  3. Enter 2FA code:

    ┌──────────────────────────────┐
    │ Two-Factor Authentication │
    ├──────────────────────────────┤
    │ Enter code from your app: │
    │ │
    │ ┌───┬───┬───┬───┬───┬───┐│
    │ │ 1 │ 2 │ 3 │ 4 │ 5 │ 6 ││
    │ └───┴───┴───┴───┴───┴───┘│
    │ │
    │ [Use Recovery Code] │
    │ │
    │ [ Verify ] │
    └──────────────────────────────┘
  4. Open authenticator app

  5. Enter 6-digit code

  6. Click "Verify"

  7. Signed in! ✓

Trust This Device​

┌──────────────────────────────────────┐
│ Trust This Device? │
├──────────────────────────────────────┤
│ Don't ask for 2FA code on this │
│ device for 30 days. │
│ │
│ Only trust devices you own. │
│ │
│ [✓] Trust this device │
│ │
│ [Continue] │
└──────────────────────────────────────┘

When to trust:

  • ✓ Your personal computer
  • ✓ Your work computer
  • ✓ Your tablet

When NOT to trust:

  • ✗ Public computers
  • ✗ Shared computers
  • ✗ Internet cafes
  • ✗ Friend's devices

Recovery Codes​

What are Recovery Codes?​

  • Backup codes for when you don't have your phone
  • One-time use - Each code works only once
  • 8 codes provided - Generate more when running low

When to Use Recovery Codes​

Use a recovery code if you:

  • Lost your phone
  • Phone is broken/dead
  • Uninstalled authenticator app
  • Factory reset phone
  • Can't access authenticator app

Using a Recovery Code​

  1. Sign in with email and password
  2. On 2FA screen, click "Use Recovery Code"
  3. Enter one of your saved recovery codes
  4. Click "Verify"
  5. You're in! ✓

After using a code:

  • Code is consumed (can't reuse)
  • You have 7 codes left
  • Consider regenerating codes

Regenerating Recovery Codes​

If running low:

  1. Sign in to dashboard
  2. Go to Security → Two-Factor Auth
  3. Click "Regenerate Recovery Codes"
  4. Enter password to confirm
  5. Save new codes (old ones are invalidated)

Warning: Old codes stop working immediately!

Managing 2FA​

View 2FA Status​

Check if 2FA is enabled:

  1. Go to Security → Two-Factor Auth
  2. See status:
    Status: ✓ Enabled
    Enabled on: Oct 15, 2024
    Last used: Oct 17, 2024 10:30 AM
    Trusted devices: 2
    Recovery codes remaining: 8

Disable 2FA​

⚠️ Not Recommended - Reduces security

  1. Go to Security → Two-Factor Auth
  2. Click "Disable Two-Factor Authentication"
  3. Enter password
  4. Enter current 2FA code
  5. Confirm: "Yes, Disable 2FA"

Account is less secure now!

Reset 2FA​

If you changed phones or apps:

  1. Disable current 2FA
  2. Re-enable and scan new QR code
  3. Save new recovery codes

Change Authenticator App​

Switching apps (e.g., Google Auth → Authy):

  1. Don't disable 2FA yet
  2. Install new app on same phone
  3. Disable 2FA (need old app for this)
  4. Re-enable 2FA
  5. Scan QR with new app
  6. Save new recovery codes
  7. Uninstall old app

Troubleshooting​

Code Doesn't Work​

Causes:

  1. Time Synchronization
    • Codes are time-based (TOTP)
    • Your phone's clock must be accurate

Solution:

iPhone: Settings → General → Date & Time → 
Enable "Set Automatically"

Android: Settings → System → Date & time →
Enable "Use network-provided time"
  1. Wrong Code

    • Codes change every 30 seconds
    • Enter code before it expires
  2. Wrong Account

    • Multiple Xermius accounts?
    • Make sure you're looking at the right one in app

Lost Phone​

You have recovery codes:

  1. Use recovery code to sign in
  2. Disable 2FA
  3. Get new phone
  4. Re-enable 2FA

You DON'T have recovery codes:

  1. Contact support: support@xermius.com
  2. Provide proof of identity
  3. Support will disable 2FA
  4. Sign in and re-enable

Proof of identity may include:

  • Previous payment receipts
  • Host configurations
  • Account details
  • ID verification

Wrong Time on Phone​

Symptom: Codes always invalid

Solution:

  1. Enable automatic time
  2. Or manually set correct time
  3. Generate new code and try again

Can't Scan QR Code​

Solutions:

Option 1: Manual Entry

  • Use the text code instead
  • Enter in authenticator app manually

Option 2: Better Lighting

  • Increase screen brightness
  • Reduce glare
  • Clean phone camera

Option 3: Zoom In

  • Make QR code larger
  • Easier for camera to scan

Lost Recovery Codes​

If 2FA still enabled:

  1. Sign in normally (with phone)
  2. Regenerate recovery codes
  3. Save new ones

If 2FA enabled but can't sign in:

  • Contact support
  • Provide identity proof
  • Support will assist

Best Practices​

1. Keep Phone Secure​

Your authenticator app is a key to your account:

  • Set phone lock screen password/PIN/biometric
  • Don't root/jailbreak phone
  • Keep OS updated
  • Use reputable authenticator apps

2. Backup Authenticator​

Multiple Devices:

  • Some apps support multiple devices (Authy)
  • Install on phone AND tablet
  • Both generate same codes

Cloud Backup:

  • Use apps with cloud backup (Authy, Microsoft Authenticator)
  • Syncs across devices
  • Restore if phone is lost

3. Store Recovery Codes Safely​

Physical Storage:

  • Fireproof safe
  • Bank safe deposit box
  • With important documents

Digital Storage:

  • Password manager (encrypted)
  • Encrypted USB drive
  • Cloud storage (encrypted)

Don't:

  • Plain text file on computer
  • Unencrypted email
  • Photo in phone gallery
  • Sticky note on monitor

4. Regular Review​

Every 3-6 months:

  • Check trusted devices
  • Revoke old/unknown devices
  • Regenerate recovery codes if needed
  • Update authenticator app

5. Have a Plan​

What if you lose your phone?

  1. Use recovery code to sign in
  2. Disable 2FA temporarily
  3. Set up new phone
  4. Re-enable 2FA
  5. Generate new recovery codes

2FA and Team Accounts​

Admin Controls​

Team admins can:

  • Require 2FA for all team members
  • View 2FA status of team members
  • Enforce 2FA for specific roles
  • Set grace period for enabling 2FA

Team Member Requirements​

If admin requires 2FA:

  1. You'll see a warning: "2FA Required"
  2. Grace period: 7 days to enable
  3. After deadline: Cannot access team resources until enabled
  4. Follow setup steps above

Next Steps​