SalesEdge.io Branded App Now Offers Faster DIY 2FA Setup for Client Portals

Great news! We've made it much easier and faster to enable two-factor authentication (2FA) when setting up your branded client portal app in SalesEdge.io.

Previously, adding 2FA required scheduling a specialized setup session. Now, with our new self-serve experience, you can complete this step on your own—while still having access to helpful guidance and support if needed.

What’s New:

• Simplified onboarding: A new step explains the benefits of assigning your dedicated Account Specialist as an admin, with their email already pre-filled for convenience.

• Step-by-step walkthroughs: We’ve added easy-to-follow videos that guide you through the process of adding your Account Specialist as an admin on your Apple and Google developer accounts.

• Improved navigation: The branded app builder now includes clearer steps, helpful call-to-action buttons, and links to FAQs so you can move forward confidently.

This update reduces setup time while keeping your data secure and your account supported. Whether you're launching your first app or updating your existing one, the process is now simpler than ever.

For existing SalesEdge.io users: This update is already live in your account.

Not using SalesEdge.io yet? Book a demo today to discover how it can simplify and automate your business.