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Security Settings

Learn how to secure your Digit Tally account with strong passwords, two-factor authentication, and other security measures.

Accessing Security Settings

  1. Click Profile Menu
  2. Select Security
  3. Security settings page opens

[SCREENSHOT: Security menu option]

Password Management

Changing Password

Requirements:

  • Minimum 8 characters
  • At least one uppercase letter
  • At least one lowercase letter
  • At least one number
  • At least one special character (!@#$%^&*)

Change Process:

  1. Click Change Password
  2. Enter current password
  3. Enter new password
  4. Confirm new password
  5. Click Update Password

[SCREENSHOT: Change password form]

Password Strength Indicator

Strength Levels:

  • ❌ Weak - Too short or simple
  • ⚠️ Fair - Meets minimum requirements
  • ✅ Good - Strong combination
  • ✅✅ Excellent - Very strong, recommended

Tips for Strong Passwords:

  • Use mix of characters
  • Avoid common words
  • Don't use personal information
  • Use unique password for Digit Tally
  • Consider using password manager

[SCREENSHOT: Password strength indicator]

Forgot Password

Reset Process:

  1. Go to login page
  2. Click Forgot Password
  3. Enter your email address
  4. Receive reset link via email
  5. Click link and set new password

Two-Factor Authentication (2FA)

What is 2FA?

Additional security layer requiring:

  1. Your password (something you know)
  2. A code from your phone (something you have)

Benefits:

  • Prevents unauthorized access
  • Protects even if password is stolen
  • Required for sensitive operations
  • Peace of mind

[SCREENSHOT: 2FA concept illustration]

Enabling 2FA

See detailed guide: Two-Factor Authentication Setup

Quick Steps:

  1. Go to Security Settings
  2. Click Enable 2FA
  3. Scan QR code with authenticator app
  4. Enter verification code
  5. Save backup codes
  6. 2FA enabled

Supported Authenticator Apps:

  • Google Authenticator
  • Microsoft Authenticator
  • Authy
  • 1Password
  • LastPass Authenticator

[SCREENSHOT: Enable 2FA button]

2FA Status

When Enabled:

  • ✅ Badge shown in security settings
  • Required for every login
  • Required for sensitive actions
  • Can use backup codes if needed

Managing 2FA:

  • View status
  • Regenerate backup codes
  • Disable 2FA (requires password)

[SCREENSHOT: 2FA enabled status]

Login History

View Login Activity

Track all login attempts to your account:

History Shows:

  • Date and time
  • Success or failed attempt
  • Device and browser
  • Location (city, country)
  • IP address

Reviewing History:

  • Check for unfamiliar locations
  • Look for failed login attempts
  • Verify recent activity is yours
  • Report suspicious activity

[SCREENSHOT: Login history log]

Security Alerts

Automatic Alerts for:

  • Login from new device
  • Login from unusual location
  • Multiple failed login attempts
  • Password change
  • 2FA disabled
  • Bank account changes

Alert Delivery:

  • Email notification
  • In-app notification
  • SMS (if enabled)

[SCREENSHOT: Security alert example]

Account Recovery

Backup Codes

When 2FA is Enabled:

  • Receive 10 backup codes
  • Each code can be used once
  • Use if you lose phone or authenticator app
  • Store securely (not on your phone!)

Generating New Backup Codes:

  1. Go to Security Settings
  2. Click Regenerate Backup Codes
  3. Old codes invalidated
  4. New codes shown
  5. Save/print immediately

[SCREENSHOT: Backup codes display]

Recovery Email

Set Recovery Email:

  • Different from login email
  • Used for account recovery
  • Receives security alerts
  • Used if primary email compromised

Setting Recovery Email:

  1. Go to Security Settings
  2. Enter recovery email address
  3. Verify via code sent to recovery email
  4. Recovery email active

[SCREENSHOT: Recovery email setup]

Data & Privacy

Data Export

Export Your Data:

  1. Click Export Data
  2. Select data to export:
    • Invoices
    • Customers
    • Suppliers
    • Financial reports
    • All data
  3. Choose format (Excel, CSV, PDF)
  4. Export prepared and emailed to you

[SCREENSHOT: Data export options]

Account Deletion

Delete Account:

  • See Account Information
  • 30-day grace period
  • All data permanently deleted after 30 days
  • Cannot be recovered

Permission Management

Team Member Permissions

Control what team members can access:

  • View only
  • Edit permissions
  • Admin access
  • Custom roles

Managing Permissions:

  1. Go to Security Settings > Team Permissions
  2. Select team member
  3. Adjust permissions:
    • Sales App access
    • Suppliers App access
    • Accounting App access
    • Financial reports access
  4. Save changes

[SCREENSHOT: Team permissions]

Security Best Practices

Recommendations

  1. Strong Password - Use unique, complex password
  2. Enable 2FA - Always use two-factor authentication
  3. Regular Password Changes - Update every 3-6 months
  4. Review Sessions - Check active sessions monthly
  5. Monitor Login History - Look for suspicious activity
  6. Secure Backup Codes - Store in safe place
  7. Don't Share Credentials - Never share password
  8. Public Wi-Fi Caution - Avoid or use VPN
  9. Keep Software Updated - Update browser regularly
  10. Logout When Done - Especially on shared computers

Red Flags to Watch For

⚠️ Warning Signs:

  • Login from unfamiliar location
  • Multiple failed login attempts
  • Password reset you didn't request
  • Changes you didn't make
  • Unexpected security alerts
  • Unfamiliar active sessions

If You Detect Suspicious Activity:

  1. Change password immediately
  2. Sign out all other sessions
  3. Enable 2FA if not already enabled
  4. Review recent account activity
  5. Contact Digit Tally support
  6. Check connected email accounts

Security Compliance

Nigerian Data Protection

Digit Tally complies with:

  • Nigeria Data Protection Regulation (NDPR)
  • Industry security standards
  • PCI DSS for payment data
  • SOC 2 certification (in progress)

Your Data:

  • Encrypted in transit (SSL/TLS)
  • Encrypted at rest
  • Regular security audits
  • Backup and disaster recovery
  • Secure data centers

Support

Security Support

Need Help?

Reporting Security Issues:

  • Suspected account compromise
  • Phishing attempts
  • Vulnerabilities discovered
  • Lost device with access

What's Next?

Security First

Enable 2FA today! It's the single most effective way to protect your Digit Tally account and business data.