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  • Create your account
  • Add your first record
  • Send yourself a test reminder
  • Start from a trade's suggested records

Records and documents

  • Record types and fields
  • Attach a license, policy or certificate
  • Log a renewal
  • Records that never expire

Reminders

  • How reminder emails work
  • Change which days you're reminded
  • Change the notification email
  • Why a reminder wasn't sent

Import, export and calendar

  • Import a CSV or paste from a spreadsheet
  • Fix rows the import skipped
  • Export your ledger
  • Sync dates to Google, Outlook or Apple Calendar

Team and sharing

  • Invite teammates
  • Email a record's holder
  • Post reminders to Slack or Discord
  • Share a compliance page

Billing and account

  • What each plan includes
  • Switch or cancel a plan
  • Fix a failed payment
  • Turn on two-step verification
Docs/Billing and account

Turn on two-step verification

Add a code from an authenticator app to your email and password login, save your backup codes, and require it for your whole team.

On this page
  • How it works
  • Turn it on
  • Log in with a code
  • Require it for your team
  • Turn it off

How it works

With two-step verification on, logging in with your email and password also asks for a 6-digit code from an authenticator app on your phone.

It covers password logins only. Google sign-in is not asked for a code: your Google account's own security applies. If you only log in with Google, there is nothing to turn on.

Turn it on

  1. Open Settings, go to Security, and choose Turn on beside Two-step verification.
  2. Enter your password and choose Continue.
  3. In Google Authenticator, 1Password, Authy or any authenticator app, add an account and scan the QR code. If you can't scan it, type in the key shown under it.
  4. Enter the 6-digit code the app shows and choose Turn on.
  5. Save your backup codes with Copy or Download, then choose Done. They won't be shown again.

Log in with a code

After your password, the log in page asks you to Enter your code. Type the code from the app and choose Verify. There is also a Trust this device for 30 days box.

No phone? Choose Use a backup code instead. Each backup code works once.

To get a fresh set, choose New backup codes in Settings. Your old codes stop working, including any you haven't used.

Require it for your team

The workspace owner can choose Require beside Require for the team. An owner who logs in with a password must turn it on for their own login first.

After that, every teammate who logs in with an email and password must turn it on before they can open the ledger. Teammates who use Google sign-in are not asked. While it's required, a member can't turn theirs off. Stop requiring ends the rule.

Turn it off

Choose Turn off and enter your password. Logging in then asks only for your email and password. Your backup codes and trusted devices stop working.

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Docs home

Getting started

  • Create your account
  • Add your first record
  • Send yourself a test reminder
  • Start from a trade's suggested records

Records and documents

  • Record types and fields
  • Attach a license, policy or certificate
  • Log a renewal
  • Records that never expire

Reminders

  • How reminder emails work
  • Change which days you're reminded
  • Change the notification email
  • Why a reminder wasn't sent

Import, export and calendar

  • Import a CSV or paste from a spreadsheet
  • Fix rows the import skipped
  • Export your ledger
  • Sync dates to Google, Outlook or Apple Calendar

Team and sharing

  • Invite teammates
  • Email a record's holder
  • Post reminders to Slack or Discord
  • Share a compliance page

Billing and account

  • What each plan includes
  • Switch or cancel a plan
  • Fix a failed payment
  • Turn on two-step verification

On this page

  • How it works
  • Turn it on
  • Log in with a code
  • Require it for your team
  • Turn it off
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