Sign Up, Sign In & Two-Factor Authentication

---

Sign In

Step 1: Go to the Process Genie sign-in page and enter your credentials:

Field	What to enter
Email	The email you used to sign up
Password	Your account password

View: Sign In page

Step 2: Click "Sign In".

• If two-factor authentication (2FA) is enabled, you will be prompted for a verification code.
• If 2FA is not enabled, you will go directly to your dashboard.

---

Forgot your password?

Click "Forgot Password?" below the Sign In button, enter your email address, and follow the reset instructions sent to your inbox.

---

IAM User sign-in

If you were invited to join an organization as an IAM user:

1. Click "IAM User" on the login page
2. Enter your company domain (e.g., yourcompany.com) and click "Verify"
3. Enter your email and password, then click "Sign in"

---

Two-Factor Authentication (2FA)

Adds an extra layer of security. After entering your password, you confirm your identity with a second verification step before gaining access.

---

Verifying with 2FA at login

Step 1: After signing in, the 2FA screen appears showing which method is active (Authenticator App, SMS, or Email).

Step 2: Retrieve your verification code:

Method	Where to find the code
Authenticator App	Open Google Authenticator, Authy, or your preferred app
SMS	Check your registered mobile number
Email	Check your registered email inbox

Step 3: Enter the code in the "Authentication code" field and click "Verify".

Note: The code expires after a short time. If it expires, click "RESEND OTP" to receive a new code.

Step 4: If you cannot access your usual method, click "USE A RECOVERY CODE" and enter one of your saved backup codes.

---

Enabling 2FA

Step 1: Click your profile icon in the top-right corner and select "My Settings".

Step 2: Go to the Two-Factor Authentication section and toggle "Enable two-factor authentication" ON.

Step 3: Choose your preferred method:

Method	How it works
Authenticator App	Scan a QR code with Google Authenticator, Authy, or a similar app
SMS	Receive a one-time code via text message to your mobile number
Email	Receive a one-time code to your registered email address

Step 4: Follow the on-screen setup steps. Once configured, the method shows a green "Configured" badge.

---

Recovery Codes

After enabling 2FA, Process Genie generates recovery codes — single-use backup codes for when you lose access to your 2FA method.

⚠️ Important: Save your recovery codes immediately in a secure location. You cannot view them again after closing the setup dialog.

---

Disabling 2FA

Go to My Settings → Two-Factor Authentication and toggle it OFF. You will be asked to confirm with your current password.