Firm360 requires Multi-Factor Authentication (MFA) to help protect user accounts and sensitive client data.
MFA adds an extra layer of security during login. Users must enter:
Their username and password, and
A secure verification code sent at the time of login.
This additional step helps prevent unauthorized access, even if a password is compromised.
Admin Setup: SMS MFA for a User
Firm Admins can configure SMS-based MFA for users. To complete setup, the Admin will need the user’s mobile phone number.
Follow these steps:
Navigate to Users from the left-hand menu and select the applicable user.
Enter or confirm the user’s mobile phone number.
Enable or set up MFA (SMS verification).
Once configured, the user will receive a secure code via text message each time they log in.
4. Choose SMS Code Authentication
5. Save
Once configured, the user will receive a secure code via text message each time they log in.
Why Require MFA?
MFA helps:
Protect confidential client information
Reduce the risk of unauthorized account access
Strengthen your firm’s overall security posture