How to Update Payee Phone Numbers and Reset 2FA

Updating the contact phone number for a payee ensures their profile information remains current and is essential for them to receive Two-Factor Authentication (2FA) notifications to log in to their Supplier Portal account. Here’s a step-by-step guide on updating a payee's phone number, along with an important consideration regarding Two-Factor Authentication (2FA).

Required user roles View Payees & Update Payee

Updating the Phone Number

1. Log into your account and navigate to the specific payee profile you wish to edit. 
2. Click Edit. 
3. Locate the Phone Number field and input the new phone number. 
4. Click Save.

If your payees use the Supplier Portal, follow the steps below to reset the two-factor authentication (2FA) and ensure their continued access.

Resetting Two-Factor Authentication (2FA)

Updating a payee’s contact phone number does not automatically update their 2FA information. The 2FA setting need to be reset manually if there's a change in the phone number used for 2FA. Failure to do so may prevent the payee from receiving security codes needed for account access.

To reset the 2FA settings:

1. Head to the payee profile and click Actions.
2. Select Reset 2-step verification Activation. 

This step ensures that the new phone number is associated with the 2FA process, helping maintain the security integrity of the account.