Step 2: How to Set Up EZLynx Credentials + MFA Forwarding

✅ Required access (stop if you don’t have this)

You should only proceed if you have:

✅ ReFocus Admin access
✅ A staff member’s EZLynx username + password
✅ Access to that staff member’s email forwarding settings (or IT support)

If you don’t, STOP and involve the right admin(s).

What you’ll need

➡️ Gather these first:

EZLynx Organization ID (find it here: https://knowledge.refocusai.com/how-to-find-your-ezlynx-organization-id)
EZLynx Username + Password (existing staff member login recommended)
Your dedicated MFA forwarding email (example: agency123-mfa@refocusai.com)

Step 1 — Open the EZLynx integration in ReFocus

In ReFocus, go to:
➡️ Settings ➡️ Integrations ➡️ EZLynx

Step 2 — Enter and save your EZLynx credentials

Enter:

EZLynx Organization ID
EZLynx Username
EZLynx Password

Then click Save.

Step 3 — Switch EZLynx MFA to email (required)

EZLynx can send MFA codes by email or SMS. ReFocus requires email-based MFA so codes can be forwarded.

➡️ If EZLynx MFA is set to SMS, update it in EZLynx to email delivery.

Step 4 — Set up MFA forwarding to ReFocus

In the inbox linked to the EZLynx user:

Create a rule to forward EZLynx MFA/security emails to:
➡️example: agency123-mfa@refocusai.com
Save the rule

💡Some users don’t see MFA on every login. That’s expected.
Forwarding is still required because EZLynx may prompt MFA for first-time logins or security checks, and ReFocus must be able to complete that step automatically.

What happens next

✅ ReFocus will attempt login when needed
✅ MFA codes will route automatically (when triggered)
If MFA isn’t received, your Customer Success Manager will reach out with next steps.