# 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.

Source: https://delsivo.com/help/getting-started/two-factor-sign-in · Updated 2026-11-06

## Key takeaways

- Two-factor sign-in asks for a 6-digit code from an authenticator app each time you sign in.
- It's recommended for everyone. A fund admin can require it for chosen roles in Settings, Team and roles.
- Set it up from your name at the bottom of the sidebar, then Password and two-factor.
- Save your backup codes when they're shown. Each works once, and they aren't shown again.
- Delsivo uses authenticator apps only, never SMS codes.

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)

1. Click **Settings** in the sidebar, then **Team and roles**.
2. Under **Two-factor sign-in**, each role has a switch, with how many people in it haven't turned two-factor on yet.
3. 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**.
4. 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

1. 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**.
2. On the **Two-factor sign-in** card, enter your **Password** and click **Set up two-factor sign-in**.
3. 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.
4. Enter the 6-digit **Code** your app shows and click **Turn on**.
5. 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

1. Sign in with your email and password as usual.
2. 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

1. Click your name at the bottom of the sidebar, then **Password and two-factor**.
2. 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.