How Do I Setup Additional Authentication for Client Access Users?

What is Additional Authentication?

Additional Authentication enhances security by requiring users to verify their identity with two or more methods before accessing ACE. Clients can receive the authentication code via email or text (if a text/SMS vendor is configured).

How to Enable Additional Authentication for Clients

1. Go to Setup → System

2. Portals Setting Section

   1. Check Require additional authentication for Client Access users

3. In Client Access User Profile, enter the phone number in the Phone Cell field for text message authentication.

Client Authentication Process

1. Choose email or text for the code.

2. Receive a four-digit code.

3. Enter the code on the next page after logging in.

4. Verification is needed every 30 days.

Note

If the Client needs to update their cell, they may do it in their My Profile page.