Signing in and setting up multi-factor authentication (MFA)

This article covers how to sign in to CloudRadial AutomationAI for the first time and how to enroll in multi-factor authentication (MFA) so a second factor protects your account. It applies to all roles.

• Signing In
• Enrolling in MFA
• Saving Your Recovery Codes
• When Your Workspace Requires MFA

Signing In

Open the AutomationAI sign-in page and enter your work email, then choose how you want to authenticate. Three methods are available:

• Microsoft — sign in with your Microsoft 365 account
• Google — sign in with your Google account
• Email and password — enter your email, select Continue, then enter your password

If you do not have a password yet, you can select Email me a sign-in code to receive a 6-digit code by email and enter it to sign in.

Enrolling in MFA

You enroll in MFA from your personal settings. You will need an authenticator app that generates time-based one-time codes, such as Microsoft Authenticator, 1Password, or Authy.

1. Go to Personal Settings > Security (/personal-settings/security).
2. Select Set up authenticator app.
3. Scan the QR code with your authenticator app. If you can't scan it, expand Can't scan it? Enter this key manually and type the key into your app.
4. Enter the 6-digit code your app shows, then select Verify and enable.

After the code verifies, MFA is enabled and you will enter a code from your authenticator app each time you sign in.

Saving Your Recovery Codes

Immediately after you enable MFA, AutomationAI shows a set of Recovery Codes. These let you sign in if you lose access to your authenticator app.

• The codes are shown only once. Store them somewhere safe before you continue.
• Each code is single-use.
• If you re-enroll in MFA later, your existing Recovery Codes are invalidated and a new set is issued.

When you have saved them, select I've saved them — done.

When Your Workspace Requires MFA

Your workspace can require MFA for everyone. If it does and you have not yet enrolled, you are taken to a two-factor authentication setup screen after sign-in and must enroll before you can reach the rest of the app. Scan the QR code, enter the 6-digit code, select Verify and enable, and save the Recovery Codes that follow. When MFA is required by your workspace, it cannot be turned off from Personal Settings > Security.