workflows · workflow

Two-factor codes that don't leave with the person

Almost every church has its two-factor codes going to one person’s phone, because that’s who set the account up. It works perfectly until they leave, and then the church cannot get into its own email, its own Facebook page, or its own giving platform — and the person who could help is a former employee, or has moved 300 miles, or is the pastor you just said goodbye to. This page is how to fix that when the church owns no phones and has no IT budget, which describes most of us.

Before you start

The rule you’re aiming for, in one sentence: the second factor should live somewhere the church keeps, not somewhere a person keeps.

What you need first. A list of the accounts that matter — see gathering your records if you don’t have one yet. You cannot fix what you can’t enumerate.

What this will cost. Between nothing and about $50 a year for most churches. The expensive part is attention, not money.

Who owns it. One named person — usually the office administrator or the pastor — with a second person who knows where everything is kept. Never one person alone; that’s the problem you’re solving.

A word about panic. You do not have to fix every account this week. Fix church email first, because it’s the recovery address for everything else, and work down from there.

The workflow

Phase 1 — Pick the church’s method

Choose one of these as your default. Most churches land on the first.

A shared password manager with built-in authenticator. The church’s vault holds both the password and the two-factor code generator, in a shared folder that two or three officers can open. Anyone authorized can get in; nobody personally owns it. Bitwarden and 1Password both do this, both have free or low-cost tiers, and both are cheaper than one lockout.

A cheap device that stays in the office. An old smartphone or a $30 tablet, kept in a locked drawer, on wifi, running an authenticator app. No cell plan needed if you avoid SMS codes.

A church-owned phone number. A free Google Voice number, or a cheap VoIP line, that forwards to whoever is on duty and can receive SMS codes.

Hardware keys. Two YubiKeys — one in the safe, one with the office. Best security available.

Phase 2 — Fix church email first

Do this one first and stop for the day if you need to. Church email is the recovery path for nearly every other account; securing it makes everything else recoverable.

Phase 3 — Work down the list

For each remaining account, in this order — money, then presence, then the rest:

For each one:

Phase 4 — Make it survive

Who does what

TaskOwner
Choosing the methodPastor with the office administrator; tell the trustees
Paying for itFinance committee — it’s a line item, and a small one
Doing the migrationOne named person, with a second who knows where things are
Holding the backup codesThe church safe; trustees know it exists
Annual checkWhoever keeps the account register

Variations

A church with no office and no safe. A locked filing cabinet at the church, or a sealed envelope with the treasurer, both work. What doesn’t work is “in my desk at home.”

A one-person office. This is the hardest case and the most important. The second person doesn’t have to be staff — a trusted lay leader, the SPRC chair, or a trustee can hold the second copy. The point is that no single departure loses the church its accounts.

A church mid-pastoral-transition. Do this before moving day, not after. An outgoing pastor is glad to help in May and hard to reach in August. If it’s already August, ask anyway — most people are willing, they’re just busy.

A church where the accounts are on a volunteer’s personal setup. Extremely common with websites and social media. Have the conversation early and without accusation: it isn’t distrust, it’s what happens when they move, get ill, or step back. Ask them to create a church-owned account and transfer ownership, and thank them properly — they were solving a problem nobody else would.

Accounts that offer no two-factor at all. Some smaller vendors don’t. Record that fact rather than leaving it blank, use a unique password from the vault, and note it as a known risk.

Elsewhere

This is a starting point, not legal advice. Employment law varies by state, and your annual conference may have policies that go beyond the Discipline. Before you rely on anything here for a hiring, firing, or compensation decision, run it past your conference office or chancellor.