Setting up multi-factor authentication for clients

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Thomson Reuters strongly recommends that you use multi-factor authentication to provide the highest level of security for your firm and client data. Multi-factor authentication requires a mobile device with the Thomson Reuters Authenticator app installed.

For an overview of multi-factor authentication, how it works, and how to implement it in your firm, see Multi-factor authentication overview.

Follow these steps to administer multi-factor authentication for users of NetFirm CS, Employee Self-Service, and Web Employee.

  1. In the Admin tab of the navigation pane, click the Settings link in the Utilities section.

    Note: If you don't see this link, you don't have access to this area.

  2. In the Multi-factor Authentication section, choose the desired setting (Require or Optional) for Clients / ESS / Web Employee users.

    Require: When multi-factor authentication is required, all users of NetClient CS, Employee Self-Service, and Web Employee will be prompted to set up multi-factor authentication at their next login, after which they must use a mobile device capable of installing the Thomson Reuters Authenticator app to log in.

    Optional: When multi-factor authentication is optional, users of NetClient CS, Employee Self-Service, and Web Employee can choose whether to use the Thomson Reuters Authenticator app to provide an additional layer of security for their logins. To opt in, clients must follow the process outlined in Setting up multi-factor authentication for your NetClient CS login.

    Note: Primary NetFirm CS administrators cannot see the link to manage multi-factor authentication when using the View Portal function. NetClient CS users should log in and follow the process outlined in Setting up multi-factor authentication for your NetClient CS login themselves.

For an email template you can use to tell your clients about multi-factor authentication, see Communicating with your customers about multi-factor authentication.

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Setting up multi-factor authentication for all staff

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Multi-factor authentication overview

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