Two-factor sign-in
Add a code from an authenticator app to every Delsivo sign-in. It's recommended for everyone, and your fund can choose to require it for some roles.
Two-factor sign-in protects your account even if someone learns your password. After your password, Delsivo asks for a 6-digit code that only your phone can produce. Fund workspaces hold pitch decks, founder details and your team's notes, so we treat it as part of the job for anyone who approves decisions or manages the fund.
You need an authenticator app on your phone, such as Google Authenticator, Microsoft Authenticator, 1Password or Authy.
Who has to use it
Two-factor sign-in is recommended for everyone and never stops you signing in by default. Until it's on, a banner at the top of your workspace offers Set it up. Choose Later to hide the banner for 14 days on that browser.
| Role | Two-factor sign-in |
|---|---|
| Admin, Partner, Analyst, Committee member | Recommended. Required only if a fund admin chose it for your role (shown on Settings → Team and roles) |
| Delsivo staff | Required to open Delsivo's internal tools |
If your fund requires it for your role and it isn't on yet, Delsivo shows the Security page when you open your fund. Set it up there (the steps are below), or choose Set up later to continue for 7 days; the banner keeps reminding you. Your other funds follow their own rules, so a role that needs it in one fund doesn't force it in another.
Require it for a role (fund admins)
- Click Settings in the sidebar, then Team and roles.
- Under Two-factor sign-in, each role has a switch, with how many people in it haven't turned two-factor on yet.
- Switch a role on. Delsivo asks first and says how many people will be asked to set it up at their next visit. Click Require two-factor.
- To stop requiring it, switch the role off. It applies at once, and Undo in the message puts it back.
To require it for Admins, turn two-factor on for your own account first, so you can't lock yourself out. Only fund admins see the switches; everyone else sees which roles need it. Every change is in the Activity log.
Turn it on
- Click your name at the bottom of the sidebar, then Password and two-factor. You can also get there from Settings → Security → Password and two-step sign-in.
- On the Two-factor sign-in card, enter your Password and click Set up two-factor sign-in.
- Open your authenticator app, add an account, and scan the QR code. Can't scan? Type in the key shown after Can't scan? Key: instead.
- Enter the 6-digit Code your app shows and click Turn on.
- You see Two-factor sign-in is on and a list of backup codes. Click Copy codes and keep them somewhere safe, such as a password manager.
Important: Backup codes are shown only once. If you lose your phone and your backup codes, you can't sign in until Delsivo support checks it's you and resets two-factor sign-in.
Settings → Security shows Two-step on or Two-step off for your own account, so you can check at a glance.
Sign in with it
- Sign in with your email and password as usual.
- On the Two-factor sign-in page, enter the 6-digit Code from your app and click Verify.
Use a backup code
If you don't have your phone, click Use a backup code, enter one of your saved codes in Backup code and click Verify. Each backup code works once. To go back to the app, click Use the authenticator app instead.
Turn it off
- Click your name at the bottom of the sidebar, then Password and two-factor.
- Enter your Password and click Turn off. You see Two-factor sign-in is off.
If your fund requires two-factor sign-in for your role, turning it off brings back the Security page when you open the fund. To move to a new phone, set it up again straight after turning it off.
Troubleshooting
| What happens | What to do |
|---|---|
| The code doesn't work | Codes change every 30 seconds and depend on your phone's clock. Set the clock to automatic, wait for a fresh code and try again |
| 6 digits under the field | Enter only the 6 numbers, without spaces |
| You're sent to the Security page when you open your fund | Your fund requires two-factor sign-in for your role and it isn't on yet. Set it up, or choose Set up later to continue for 7 days |
| You got a new phone | Before you switch, turn two-factor off on the old phone and set it up again on the new one. Some apps can also move accounts between phones |
| You lost your phone | Sign in with a backup code, then turn two-factor off and set it up again on your new phone |
| You lost your phone and your backup codes | Email hello@delsivo.com from the address on your account. Support confirms it's you before resetting it |
Frequently asked questions
Can our fund require it?
Yes. By default no role is required to use it, so nobody is stopped from signing in. A fund admin chooses the roles in Settings → Team and roles → Two-factor sign-in (see above). People in those roles can still choose Set up later for 7 days at a time.
Can I use SMS codes instead?
No. Delsivo uses authenticator apps only, which are safer than SMS.
Does turning it on sign me out?
No. It applies from your next sign-in.
Something unclear or missing? Tell us