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Authentication - Enabling Two-Factor Authentication
Authentication - Enabling Two-Factor Authentication

This article explains how to configure two-factor authentication with ClearPoint.

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Written by Fernando Montenegro
Updated over 10 months ago

By implementing two-factor authentication (2FA) in your login process, you can significantly strengthen your security measures and safeguard your confidential data from unauthorized access.

Setting up 2FA is easy and takes just a few minutes. We're here to help if you have any questions!


Two-factor authentication (2FA)

When you enable 2FA for your account, you will notice an extra step when logging in, after entering your username and password, you will be presented with a two-factor authentication screen, and you will be presented with the choice of authenticating via email or an Authenticator app.

Important: The email method is the one you must use the first time you log in.

Download the App

If you want to avoid sending yourself an email upon every login there are several authenticator apps that you can install on your mobile device, some of the most popular are:

  • Google Authenticator

  • Microsoft Authenticator

  • LastPass Authenticator

  • Twilio Authy

You may find the links to download the Google Authenticator app on iOS or Android, but you can use any app you want.


Enable two-factor authentication for your account

You can enable two-factor authentication for your individual account by following these steps.

  • From any page, click on your Profile icon at the top right-hand corner

  • Select Edit Profile

  • Navigate to the Security tab

  • Mark the checkbox next to Enable Two-Factor Authentication

    • Once you have an authenticator set up on your mobile device, scan the QR code and follow the onscreen instructions.

    • Next time you log in, select "Authenticator Code" as your verification method and enter the code displayed on your mobile device.

  • Once you are done, click Save

Important: Two-factor authentication will need to be temporarily disabled prior to logging into the Data Loader 1.0.
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For Data Loader 2.0, the API Key used will bypass the two-factor authentication so it will not need to be disabled.
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Please visit our Getting and using ClearPoint API Keys Help Center article for more information on API Keys.


Enable two-factor authentication for everyone in ClearPoint (Administrators only)

  • From the Control Panel click on System Settings

  • Select System Setup under System Configuration

  • Click on Organizations and Security

  • Navigate to the Security tab

  • Under Password Security, mark the checkbox next to Require Two-Factor Authentication

    • Upon the next login, the users in your account will be required to use two-factor authentication.

  • Once you are done, click Save

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