If you use a Customer Sage account login to sign into Sage HR, you can set up and manage a backup method. You should always set up a backup method so that you can reset 2FA yourself.
What's a backup method?
A backup method is an alternative phone number or email address to use when you can't access your primary 2FA method, and you've lost your recovery key. You can use the backup method to either generate a new recovery key so you can log in or remove your 2FA device so you can set up 2FA again.
📎NOTE: You can't have both a backup phone number and email address.
The backup email address or phone number must be different from the ones you already use for the Sage account. For example, if you authenticate via text, you can't use that number as your backup method.
How do I know if I have a backup method?
There are two ways to check if you have a backup method:
Testing the backup method option - When you click the backup method option it will tell you if there's no backup method set up
Logging into Account Management - When you log into account.sso.sage.com, if you don't have a backup method, there will be a banner telling you
How do I set up a backup method?
You're prompted to set up a backup method when you first set up 2FA. However, you can also set one up manually.
The steps below are how you do the following:
Manually set up a backup method
Change the backup method from a phone number to an email address
Change the backup method from an email address to a phone number
Change the backup email address
Change the backup phone number
Managing a backup method
Log in to account.sso.sage.com.
If you don't already have a backup method set up, you will see a message saying Backup method not set up. Click Set up a backup method underneath this message.
If you do already have a backup method set up, click Protect your account, then click Manage backup method.
📎NOTE: You may need to log in and authenticate again to verify it's you.
If you're setting up a backup method for the first time, you will land on the Set up a backup method page.
If you're changing an existing backup method, first click Change backup method, and you will then land on the Select a backup method page.
On the Select a backup method page, add a backup phone number or email address.
If you already have a backup method set up but want to change it, click the relevant option, then enter the new phone number or email address.
📌TIP: Choose a method you have access to in the event you lose or don't have access to your device.
For example, if you lose your phone and can't receive a text to the backup phone number.
Once set up, you can now use this backup method to log in if you can't access your primary 2FA method and have lost your recovery key, or have just lost your recovery key and want to generate a new one.