How to use two-factor authentication in the Client Portal

Two-factor authentication (2fa) serves as a way to add another layer of security to your Client Portal.

What you need

• Your Client Portal username and password. If you cannot locate this information, click ForgetPassword? on the Client Portal login page, or contact our support team.
  
  
• A two-factor authentication application on your mobile device. This article uses Duo Mobile, but many other options are available, such as LastPass Authenticator and Google Authenticator, among others.

Setup

This procedure uses Duo Mobile on an Android operating system. Steps 4 - 7 may vary according to your chosen two-factor authentication application and device. 

1. Log in to the Client Portal.
   
   
2. From the <Your Name> drop down list, select 2-Factor Auth. 
3. Click the OFF switch to change it to the ON position. 
4. On your mobile device, launch Duo Mobile.
   
   
5. Tap the Key icon.
   
   
   
6. Use your mobile device to scan the QR code currently shown in the Client Portal. 
7. Tap the check icon to confirm. Then, tap the key icon to view the six-digit code.
   
   Attention: Your code will differ from the one show below.
   
   
   
   
8. In the Client Portal, enter the six-digit code into the Authentication Field, then click Update.
   
   
9. Read the warning, then note your backup codes in a secure location. 

Setup is complete. You may now either authenticate with the app, or with SMS. See below for instructions regarding both methods.

Authenticating with the app

This procedure uses Duo Mobile on an Android operating system. Your precise method may vary according to your chosen two-factor authentication application and operating system. 

1. Log in to the Client Portal.
   
   
2. Open Duo Mobile. Tap the key icon to view the six-digit code.
   
   
   

3. On the Client Portal login page, enter the six-digit code in Authentication Code field. If desired, select the Remember this device for 30 days check box. Click Log  In when ready.
   

Authenticating with SMS

If you prefer not to use a two-factor application to authenticate when logging in, you may instead choose to receive a code via SMS. The method sends the code directly to your phone, which you may then enter into the Authentication Code field.

For this method to function, your current cell phone number must be assigned to your Client Portal user. If the Send SMS Code button is not present, or is present but you do not receive SMS messages after clicking it, then you must update your cell phone number. To do so:

1. Log in to the Client Portal.
   
   
2. From the dashboard, select the <Your Name> drop-down list, then click Team. 
3. Locate your user, then click the orange edit icon. 

4. From the Country Code drop-down list, select your country. In the Cell  Phone field, enter your area code and phone number. Click Save when done.
   
   

For 24-hour assistance any day of the year, contact our support team by email or through your Client Portal.