2-Step Verification: Learn More

2-step verification increases security by sending users a one-time code that authenticates identity and the device from which they are logging in, adding a layer of protection more resilient than a password alone can provide.

Tip: We strongly recommend including a phone number when setting up user accounts, as this can be used to send verification codes via text or voice call.

Device-Specific Authentication

The verification process is device- and browser-specific. Users must perform the verification process on each device and in each browser they use to access Portal. After verifying identity on a device and in a browser, they can log in for subsequent sessions with just user ID and password. Once verified, devices can be de-authenticated as needed.

For more information, see Logging In to Client Axcess the First Time

ClosedWatch an Introductory Video on 2-Step Verification

ClosedSee How User Tasks Work with 2-Step Verification

Task 2-Step Verification
Initial login
  1. User receives authentication link in email.
  2. User connects to Client Axcess.
  3. User receives verification code via email, text, or phone call (if user's profile contains a telephone number) and enters the code before logging in.

Initial login on a new device

or

Initial login 90 days after the previous login

 User receives verification code via email, text, or phone call and enters the code before logging in.
Resetting a password User receives verification code via email, text, or phone call and enters the code before changing/resetting their password and logging in.