Features
Security
Two-factor authentication and session management for your CallMerlin account.
Security
Two-factor authentication (2FA)
- Go to Settings > Security
- Enable 2FA
- Scan the QR code with an authenticator app
- Store your recovery codes in a safe place
Mandatory 2FA
As account owner you can make 2FA mandatory for all team members. New team members must set up 2FA on first login.
Session timeout
Set after how much inactivity users are automatically logged out. Default is 10 minutes.
Team members
Invite colleagues with a specific role:
| Role | Permissions |
|---|---|
| Admin | Full access to all settings and billing |
| Editor | View conversations, manage PIN users |
Connection groups
Connection groups isolate tokens per PIN. Marketing cannot use the CEO's private bank, in any channel. PIN groups steer tasks and cases; they do not isolate connections.
See Connections and PIN users.