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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 SecurityTwo-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 SecurityTwo-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 SecurityTwo-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 SecurityTwo-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