Multi-factor authentication (MFA) for firm users
Use MFA for firm users and manage trusted devices or IP addresses to strengthen sign-in security.
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Multi-factor authentication boosts your account security by asking you to enter an access code when signing in.
You can also add trusted devices or IP addresses, so you won't need to generate a code every time.
Enabling multi-factor authentication
- Select theNavigation Widget.
- SelectProduct Settings.
- SelectSecurity.
- Go toMultifactor Authentication.
- Select theInternal Usersswitch toON.
- Select theSettingsicon to open a popup window.
- SelectEnable for ALLto turn the setting on for all users.
- Select the switches in theActioncolumn to turn MFA on or off for specific users.
MFA settings by IP addresses:
- Select theSettingstab.
- MarkSkip multi-factor authentication for requests from federated users.noteWhen enabled, users can opt to remember their device. An access code is only required after the set number of days has passed.
- SelectAddto update trusted IP addresses.noteConnecting from a trusted IP satisfies the security requirement and no MFA is required.
- MarkRemember Multi-factor Authentication. Set the number of days before a user is required to use MFA to sign in again successfully.
- SelectSave.
Using Multi-Factor Authentication
The next time a user signs in, SafeSend will ask them to enter a phone number for verification.
note
The phone number entered must be able to receive SMS text.
- A code is sent to the user's mobile phone via text message.
- Enter the code into the code field.noteIf allowed, you may mark the option to remember your device.
- SelectSubmitto verify the code and sign in.
