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
  1. Select the
    Navigation Widget
    .
  2. Select
    Product Settings
    .
  3. Select
    Security
    .
  4. Go to
    Multifactor Authentication
    .
  5. Select the
    Internal Users
    switch to
    ON
    .
  6. Select the
    Settings
    icon to open a popup window.
  7. Select
    Enable for ALL
    to turn the setting on for all users.
  8. Select the switches in the
    Action
    column to turn MFA on or off for specific users.
MFA settings by IP addresses:
  1. Select the
    Settings
    tab.
  2. Mark
    Skip multi-factor authentication for requests from federated users
    .
    note
    When enabled, users can opt to remember their device. An access code is only required after the set number of days has passed.
  3. Select
    Add
    to update trusted IP addresses.
    note
    Connecting from a trusted IP satisfies the security requirement and no MFA is required.
  4. Mark
    Remember Multi-factor Authentication
    . Set the number of days before a user is required to use MFA to sign in again successfully.
  5. Select
    Save
    .
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.
  1. A code is sent to the user's mobile phone via text message.
  2. Enter the code into the code field.
    note
    If allowed, you may mark the option to remember your device.
  3. Select
    Submit
    to verify the code and sign in.