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Two-factor authentication

Add a second check at sign-in so a stolen password alone cannot open your account.

What it is

Two-factor authentication (2FA) asks for a short code as well as your password when you sign in. Your business data, client list and invoices live in this account; 2FA is the single best thing you can do to protect them. VexOp will nudge you to set it up until you have.

Turn it on

  1. 1.Open the menu under your name at the top right, choose My profile and settings, then go to Sign-in and security. Everyone in the team can do this.
  2. 2.Choose an authenticator app (recommended) or text messages.
  3. 3.For an app: scan the QR code with an authenticator app such as Google Authenticator, then enter the six digit code to confirm.
  4. 4.For text messages: enter your Australian mobile, then the six digit code VexOp+ texts you.

Signing in afterwards

You enter your password, then the current code from your app or SMS. It adds a few seconds, once per device, in exchange for an account that a leaked password cannot open.

Lost your phone?

There are no backup codes. Contact VexOp through the Partner Hub from a signed-in owner account, or via the contact page. The team will check who you are, then reset two-step verification so you can sign in and set it up again.

Read next

My profile and your own settings

Your password, two-step sign-in, email signature, forwarding address and calendar feed live on My profile, not in Settings.

More in Settings & billing

Finding your way around Settings

Settings is ordered by how often you use each part, starting with Automations and Templates. Your own settings are on My profile.

Connecting Xero, QuickBooks or MYOB

Connect Xero, QuickBooks Online or MYOB, and each invoice goes across when you send it and payments show on both sides.

The Integrations & Add-ons page

Everything VexOp connects to in one place, and the add-ons you can switch on: accounting, customer payments, email, texts, your website, calendar feeds and data import.

Switching add-ons on and off

Add-ons are extra parts of VexOp+ an owner switches on in Integrations & Add-ons. Switching one off hides it everywhere and deletes nothing.

AI connections: Claude, ChatGPT and Perplexity

Connect your own Claude, ChatGPT or Perplexity (beta) to VexOp+, so it can look up your jobs, clients, quotes, invoices and schedule. It only reads, and it sees only what you can see.

Billing and your subscription

Your VexOp plan, card and charges live in Settings under Plan and billing, with exact amounts shown before anything is charged.

All help guides

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