NetClient

Setting up multi-factor authentication for clients

Thomson Reuters
strongly recommends
 that you use multi-factor authentication to provide the highest level of security for your firm and client data. Multi-factor authentication requires a mobile device with the Thomson Reuters Authenticator app installed.
Follow these steps to administer multi-factor authentication for users of Digita NetFirm.
  1. In the Admin tab of the navigation pane, click the
    Settings
     link in the Utilities section.
    note
    If you don't see this link, you don't have access to this area.
  2. In the Multi-factor Authentication section, choose the desired setting (
    Require
     or
    Optional
    ) for Clients.
    Require:
     When multi-factor authentication is required, all users of Digita NetClient will be prompted to set up multi-factor authentication at their next login, after which they must use a mobile device capable of installing the Thomson Reuters Authenticator app to log in.
    Optional:
     When multi-factor authentication is optional, users of Digita NetClient can choose whether to use the Thomson Reuters Authenticator app to provide an additional layer of security for their logins.
    note
    Primary Digita NetFirm administrators cannot see the link to manage multi-factor authentication when using the View Portal function.

This article applies to:

  • Product: Digita Virtual Office