Setting up multi-factor authentication for your login

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If multi-factor authentication has been enabled by your accountant, you can manage it for your own login.

Internal note: These steps are for our users' clients must complete to set up multi-factor authentication for their NetClient CS credentials. Staff users should complete the steps from the staff version of this help article.

Setting up multi-factor authentication for your login

A common method for using multi-factor authentication is to have a mobile device on which the Thomson Reuters Authenticator app is installed, and to use this app when logging in.

  1. Click your name near the upper-right corner of the screen and choose Manage Multi-factor Authentication.
  2. Click Add Option to set up multi-factor authentication.
  3. Enter your password and click Enter.
  4. On the Multi-Factor Authentication Setup screen, click Get Started.
  5. Follow the instructions to set up multi-factor authentication.

    Note: As part of the setup process, you may need to scan a QR code generated in the setup wizard. When prompted, open your mobile app and tap Settings > Add Account (or the plus sign) to scan the QR code.

  6. You've successfully setup multi-factor authentication! As a final step, we strongly recommend generating emergency codes in the event you lose access to your device. More details about generating your own emergency access codes.

Switching to a different mobile device

If you lose your mobile device, or need to pair a different mobile device with your login, follow these steps.

  1. Click your name near the upper-right corner of the NetStaff CS portal and choose Manage Multi-factor Authentication.
  2. Click the Add Option.
  3. Follow the steps above to add an authentication method.
  4. Click Remove next to the method you no longer wish to use.

If you cannot access your mobile device or other authentication method, you can ask your accountant to generate a 24-hour numerical code that you can use during the login process. This code will remain in effect for 24 hours, so you may need to enter it multiple times. After 24 hours, you should no longer need the code.

Setting up a multi-factor authentication device

Currently, our products support the Thomson Reuters Authenticator card, which is an MFA device about the size of a credit card. These cards can be especially helpful as a secondary or backup authentication option if you don't have your mobile device available.

To pair a Thomson Reuters Authenticator card with your account, complete the following steps.

  1. Log in to NetStaff CS.
  2. Click your name near the upper-right corner of the screen and choose Manage Multi-factor Authentication.
  3. Click the Add Option button and enter your password.
  4. Click Get Started.
  5. On the Choose multi-factor option screen, click the lateral arrow buttons until USE A MULTI-FACTOR DEVICE is displayed.
  6. Click the Choose button.
  7. Enter the 9-digit device ID on the back of the card, then press the button in the lower-right corner of the front of the card to display a one-time code.
  8. Enter the code displayed in the window on the card and click Next.
  9. Edit the name of the multi-factor option, if desired, and click Finish.

How MFA devices work

When logging in with MFA enabled, you'll be prompted to verify your account. If you're using an MFA device such as the Thomson Reuters Authenticator card, you'll log in as follows.

  1. Enter your name and password as usual.
  2. When prompted to verify the login request, click the Enter a code link.
  3. Use your Authenticator card to generate a numerical code, then enter that code in the field provided.
  4. Click Go to finish logging in.

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