Two-step verification
Required for counsel, platform admin, and sensitive actions. Turn it on in Settings. Some call this multi-factor authentication (MFA) or 2FA.
Who must turn it on
Counsel and platform admins must use two-step verification at every sign-in. A new company workspace sets it up once at the end of checkout; company roles are never blocked at sign-in afterward.
Some actions need it whatever the role: requesting company verification, storing or testing your EDGAR codes, and downloading the company records. Company verification is granted only once every company admin has it on.
A company admin can require it for everyone: Require two-step verification, under Sign-in security on Settings › People › Team. Each person without it is then asked to set it up before they open the company; the admin needs it on their own account first. Each person's row reads Two-step on or Two-step off.
Set it up
Add an authenticator app or a mobile number from Settings › Security.
- Scan the QR code, or verify the mobile number, and enter the six-digit code.
- Save the ten backup codes shown next; they are shown only once.
If you enrolled at the sign-in gate, generate your backup codes under Settings › Security after your next sign-in.
Codes at sign-in
A texted code may take a moment to arrive and expires after a few minutes. Do not share it; TakePublic never calls or texts to ask for a code.
Backup codes
Backup codes are the ten single-use codes you saved when you set up two-step verification; they stand in for your authenticator app or phone, and each signs you in once, with your password. Keep them in your password manager; TakePublic stores only a fingerprint of each code and cannot show them again.
Replace backup codes under Settings › Security issues a new set after you enter your password, and the old codes stop working at once. Every use of a backup code emails you, so you know if someone else used one.
Lost device
Sign in with a backup code, then replace the lost method.
- Sign in with your email and password. Backup codes need a password sign-in; if you only sign in with Google, add a password under Settings › Account first.
- On the two-step screen, choose Lost your authenticator or phone? Use a backup code and enter a saved code.
- Under Settings › Security, add a new method and generate a fresh set of backup codes.
Support never asks for a code or a password, and cannot see your backup codes.
More detail
If you have no backup codes either, ask a company admin on your team to open a support request from the Help widget. Support verifies your identity out of band (a call to a number the company admin confirms, and for a counsel seat the company admin's written confirmation), then resets two-step verification on your account.
The reset removes your authenticator and text-message methods, clears your backup codes and trusted devices, ends every signed-in session, and emails you saying so. It is recorded in your company's audit log with the identity check support performed. At your next sign-in you set up two-step verification again before you can continue, whatever your role.
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TakePublic is a technology platform, not a law firm, broker-dealer, or auditor. Forms 3, 4 and 5 prepared in TakePublic file only after the reviewer the company designates, such as its securities counsel, signs off; any other filing prepared in TakePublic files only after a licensed securities attorney signs off.