Set up multi-factor authentication for your firm

We  strongly recommend that you use multi-factor authentication to provide the highest level of security for your firm and client data. By default, multi-factor authentication is optional. Staff and clients can set it up if they choose. You can make multi-factor authentication a required security feature for staff and/or clients.

  1. Choose Setup > Onvio Security.

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

  2. Under Multi-factor Authentication, click the switch for staff or clients to make multi-factor authentication required for those users.

Required: When multi-factor authentication is required, users will be prompted to set up multi-factor authentication at their next login, after which they must use a mobile device with the Thomson Reuters Authenticator app or a third-party TOTP-compliant app to log in to Onvio.

Optional: When multi-factor authentication is optional, users can choose to provide an additional layer of security for their Onvio login. Follow the process outlined in Set up multi-factor authentication for your login to get started.