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Setup Two Factor Authentication In Client Portal

How To Setup Two Factor Authentication In Client Portal For SurePoint Practice Pro Clients

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Written by Daryna Chorna
Updated today

Overview

As a Client Portal user, you can enable and configure two-factor authentication to enhance the security of your account. You will receive the two-factor authentication code via SMS to the mobile phone configured on your account.

How To Enable Two-Factor Authentication

  • Login to the Client Portal.

  • If you have two-factor authentication enabled, you will need to enter the authentication code.

  • Click "Sign In" button.

  • You will be redirected to the Client Portal Dashboard page.

  • Click on your name in the top right corner, and you will see a "Profile" button.

  • Click "Profile".

  • Click to the toggle button to enable Two Factor Authentication.

    • The slider button should turn green when two-factor authentication is enabled.

  • Enter your mobile phone number.

  • Click "Save" button.

  • Click on your name in the top right corner.

  • Click "Logout" to verify the two-factor authentication.

  • You should be redirected back to the Client Portal login page.

  • Enter email and password in the login form.

  • Click "Sign in" button.

  • You will be sent a two-factor authentication code via SMS to your mobile phone.

  • Enter the verification code in the "Code" field.

  • Click "Sign in" button.

  • You should be redirected back to the dashboard page.

Congratulations! You have successfully set up two-factor authentication for your account.

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