Log in to your Practice Dashboard on a new device when a new login check is enabled

This article explains how to log in to your Practice Dashboard on a new device after enabling a new login check. It also explains how to generate a one-time login code if you're a senior account manager and one of the account managers in your practice is locked out.

Entering a verification code when logging in to FreeAgent

When the new login check is enabled, if you log in using a device that FreeAgent doesn’t recognise or after clearing cookies, you’ll be prompted to check your email and enter the verification code.

If you didn’t receive the code or it has expired, select ‘request a new code’ to have another code sent to the listed email address.

If you don’t have access to the listed email address, select ‘Try another way’ to be presented with other authentication methods.

Enter a verification code from your recovery email

If you set up a recovery email, select ‘Recovery email address’ to receive a verification code to the recovery email address.

Enter a one-time recovery code

Alternatively, select ‘Recovery code’ to enter a one-time recovery code.

You'll need to contact a senior account manager who'll be able to provide you with a one-time code to log in with.

If you're the only senior account manager in your practice, please contact our support team by selecting the blue Help button at the bottom of the screen and they'll take you through an identity verification procedure to reinstate your access to your dashboard.

Please note that these codes should not be used each time you log in to your dashboard as they are intended to be used for emergencies such as loss of a device or email access. Once you’ve used the code to log in, you should ensure that your primary and recovery email addresses are always kept up to date.

Another optional security feature to consider would be two-factor authentication (2FA). This keeps your dashboard secure if your log in credentials ever fall into the wrong hands. Enabling it can help prevent your dashboard from unauthorised access, fraud and abuse.

Generating a one-time login code

If you're a senior account manager and one of the account managers in the practice is locked out and unable to log in using a code from their recovery email, you can generate a one-time code for them to log in with.

Select the 'Account managers' tab.

Select the name of the account manager that is unable to log in.

Select 'Generate code'.

Copy the code generated and share it with the account manager.

They can enter this one-time code in the recovery code field to log in.