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 the Thomson Reuters Authenticator card or 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.

The availability of some or all of these features depends on the applications your firm has licensed and the permissions your firm’s administrator has enabled for you.

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