Creating Custom Security Questions

Your firm can create custom security questions for your CCH Axcess users. This is only necessary if you want your firm's security questions to vary from the default list of questions. You can have as few as three security questions, or as many as fifteen. Security questions are used when a user has forgotten their password. See Changing Security Questions and Answers for more information.

Important: If you are changing your firm's selection from using the default list of security questions to a custom list, all users will be required to change their security questions.

To customize your firm's security questions, do the following:

1. Open Dashboard, click Application Links on the navigation panel, and then click Settings and defaults under Firm.
2. Click Login Setup on the navigation panel.
3. Select Use custom security questions in the Questions section.
4. Click Customize.
5. If this is the first time setting up custom security questions, you will be asked if you want to copy the default security questions to use as a starting point. Select one of the following:
   • Click Yes if you only want to change a few of the default questions or if you need sample security questions.
   • Click No if you already have your security questions selected.

   Note: If you select Yes and do not modify the questions, users will still be required to update their security questions, even though the question wording has not changed from the default.

   The Customize Security Questions window displays.

6. Do one or more of the following:
   • Add a security question. Your firm can have no more than 15 security questions. If you copied the default security questions as a starting point, or if 15 custom questions currently exist, you must delete a security question before adding a new one.

     Tip: Questions are listed in the order they were added. If you prefer the list to be alphabetical, enter the questions in alphabetical order.

     1. Enter the security question in the first row of the list, up to 128 characters.
     2. Click elsewhere on the grid or in the window to save your changes.
   • Edit a security question. If a security question has been selected by at least one user, you must delete the security question and re-enter the security question with the revisions.
     1. Select a security question in the list.
     2. Click Edit in the button bar.
     3. Modify the security question text as necessary.
     4. Click elsewhere on the grid or in the window to save your changes.
   • Delete a security question. If any users are currently using this security question, they will be prompted to change their security questions the next time they log in.
     1. Select the security question in the list to delete.
     2. Click Delete in the button bar.
   • Print the grid. Click Print in the button bar to print the security question list.
   • Refresh the grid. Click Refresh in the button bar to update the grid if any other users have made changes since you opened the window.
7. Click Close. You must have at least 3 security questions defined. If you have fewer than 3 questions, you will be asked to use the default list of security questions, or return to the Customize Security Questions window to add more questions.

Note: This option is not available if your firm uses Active Directory® authentication.