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 (Optional or Off) for Clients / ESS / Web Employee users.

    Optional: When multi-factor authentication is optional, users of NetFirm 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.

    Off: When multi-factor authentication is turned off, users do not have the option to use the Thomson Reuters Authenticator app.

  3. Note: If you had previously made multi-factor authentication optional, but then turn it off, users who already set up multi-factor authentication will be able to continue using it, but if they disable it themselves later, they will be unable to set it up again.

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

Related topics

Setting up multi-factor authentication for staff

Managing multi-factor authentication for your login

Generating a numerical code for temporary login

CS Professional Suite application security overview

Multi-factor authentication overview

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